| |

Ep. 13 – How being simple by design has resulted in atWork becoming the most loved system for Financial Advisers with Trevor Stacey

atWork was the first cloud-based CRM system for Financial Advisers.  The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used.

In this episode, we talk with Trevor Stacey, Director: Business Development for atWork to learn everything about the software and why they became so popular.

We discuss the humble beginnings and the growth they went through over the years.  Two and half years ago they embarked on a re-write of the entire system, culminating in version 6 of the software that will launch later in 2019.

The new enhancements and configurability of version 6 take the software’s competitiveness to a new level.  And with over 7 000 users, they have no shortage in people helping to share their story and value offering.

Trevor tells us about their recent expansion internationally and how it came about and we talk in detail about their client portal functionality.

We also discuss the license fee structures and the training and support they provide to users.

Listen to the episode:

If you are interested in talking to atWork or to book a demo, you can contact them on the information below:

Website                              www.atwork.co.za

atWORK                              information@work.za.com

atWORK                              0861 289675

LinkedIn                              www.linkedin.com/in/trevorstacey/

Email                                   trevor@work.za.com


  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *