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Capital Access Group Streamlined Business Processes With Workbooks

Founded in 1999, Capital Access Group (previously known as Broker Profile) has established itself as the leading Investor Relations Consultancy focusing primarily on Private Client Fund Managers and Stockbrokers in the UK.

Based in the heart of the city, Capital Access Group is now a 22-person company with a large and diverse portfolio of clients including many in the FTSE 100 and FTSE 250.

With multiple systems including Microsoft Outlook and Excel used to manage data no single application held all client and investor information.  It was difficult to manage and segment information easily, and running targeted marketing campaigns was almost impossible.

Workbooks has helped Capital Access Group to gain a single view of the business, streamline processes, remove cumbersome spreadsheets and begin more efficient and measurable marketing.