Crystal Software Solutions

Crystal Software Solutions is a leading provider of outsourced services and technology solutions to the mortgage, insurance, life and pensions and investment industries, with a fantastic client base among product providers, distributors and intermediaries. We have made a name for ourselves developing and delivering end-to-end compliance driven point of sale, CRM and management reporting systems within the finance industry. Since ‘M Day’, investment and mortgage adviser firms have faced an increasing burden of regulation that necessitates clear focus on compliance at the point of sale and also at the corporate level where there is a need for rigorous monitoring. The FSA is relentless in its quest to see that financial advisers are treating customers fairly (TCF) and selling compliantly. Our flagship product Momentum was developed to provide a point of sale experience for financial advisers that takes compliance into account during the sales process while increasing the effectiveness of selling a wider set of products to the client. We have over users of our Momentum application including some of the largest companies in the industry. Every day we are transforming the way our users do business. Over 15% of intermediary sourced mortgage business is transacted via Momentum, making Crystal Software Solutions one of Britain’s fastest-growing suppliers of quality software tailored to the finance industry. Our Midlands-based team of 35 experts have a mix of skill sets, including Business Analysts, Project Managers, Software Developers, Quality Assurance Analysts and Helpdesk personnel. Every need of the end user is catered for by our specialist team of talented individuals. From a technical perspective, we use.NET technology and we are a Microsoft Gold Partner.