Revolve was installed to assist Pitcher Partners process their product disclosure statements and application forms quickly and more efficiently. Revolve was then integrated with their CRM system to enable their financial planners to easily and accurately populate forms online with client data.
"We were amazed at how easily Revolve could integrate to XPlan and populate customer information onto the forms. We also really like being able to see the rich UI of the manual application form online"
Geoff Gray, Director of Business and Compliance, Pitcher Partners Investment Services Pty Ltd
Pitcher Partners are now looking at ways to use the software in other areas of the business and improve business efficiencies from a document automation and management perspective.
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