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Alan Simpson is listed as Senior Business Consultant at Fluido, a company with 342 employees, based in Clitheroe, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alan Simpson.
Alan Simpson previously worked as Senior Platform Consultant at Abrdn and Platform Consultant at Standard Life. Alan Simpson holds Bachelor’S Degree, Chemistry, Physics And Management Studies, Bsc (Hons) from Edinburgh Napier University.
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Focused on the delivery of improved customer outcomes through the use of technology driven solutions including Salesforce CRMWide experience in Financial Services including Platforms and Wealth Management Solutions.Expertise in wrap platform technologies and associated markets including regulation.Specialties: Focus on voice of the customer, capabilities of CRMs and data driven solutions and how these can provide enhanced and improved customer outcomes and how this can be aligned to the Financial Services industry to make future fit whilst meeting regulatory requirements.
Listed skills include Analytical Thinking, Tenacious Work Ethic, Business Strategy, Business Development, and 15 others.
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Focused on the delivery of improved customer outcomes through the use of technology driven solutions including Salesforce CRMWide experience in Financial Services including Platforms and Wealth Management Solutions.Expertise in Wrap platform technologies and associated markets including regulation, with Consumer Duty specialismSpecialties: Focus on voice.
Lancashire
Working within the Platform Consultant team providing consultancy services to Financial Adviser firms to ensure the Wrap platform is correctly implemented within their business.Responsibilites include;- a thorough understanding of the various tax wrappers and their relevance to an adviser business- managing relationships with adviser firms and their.
Manchester, United Kingdom
- Responsible for the delivery adviser facing projects and support initiatives within local distribution - To deliver excellent customer service and increase sales for North West region- Ability to communicate accurate management information at both team and individual manager level- Responsible for delivering accurate sales results and running sales.
Edinburgh, United Kingdom
- Main projects delivered - Auddis (automated DDIs) and Legal Notices (improvement of process assigning of customer policies)- Accurate gathering of project requirements from various customer facing areas- Creating rapport with customer service representatives to utilise contribution and success of implementation- Issue identification and resolution.
Edinburgh, United Kingdom
- Assisting the delivery of Automated Workflow Distributor (AWD) into the customer claims areas- Staff representative for capturing and presentation of system improvement ideas and intiatives- Mutiskilled in various customer service areas including Policy Loans, Deaths, Maturities and Surrenders - allowing flexible working dealing with customer claims and.
Other employees you can reach at fluidogroup.com. View company contacts for 342 employees →
Fredrik Stenfors
Colleague at FluidoStockholm County, Sweden, Sweden
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AB
Anne Berit Bull Sletholt
Colleague at FluidoGreater Oslo Region, Norway
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SV
Sampo Viiperi
Colleague at FluidoHelsinki Metropolitan Area, Finland
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BÖ
Berna Özgiray Sağun
Colleague at FluidoCopenhagen, Capital Region Of Denmark, Denmark, Denmark
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AP
Alexey Panteleychuk
Colleague at FluidoEspoo, Uusimaa, Finland, Finland
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GT
Gilbert Tason
Colleague at FluidoOslo, Oslo, Norway, Norway
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JW
Janne Warpenius
Colleague at FluidoEspoo, Uusimaa, Finland, Finland
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ET
Emelie Toll
Colleague at FluidoTäby, Stockholm County, Sweden, Sweden
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SG
Saivenkatesh Ganeshan
Colleague at FluidoEspoo, Uusimaa, Finland, Finland
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MS
Magnus-Andreas Sølvberg Aase
Colleague at FluidoOslo, Oslo, Norway, Norway
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Chemistry, Physics and Management Studies
Activities and Societies: House CaptainCaptain of School Tennis Team - regional Winners (multiple)
Quick answers generated from the profile data available on this page.
Alan Simpson works for Fluido.
Alan Simpson is listed as Senior Business Consultant at Fluido.
Alan Simpson is based in Clitheroe, England, United Kingdom while working with Fluido.
Alan Simpson has worked for Fluido, Abrdn, and Standard Life.
Alan Simpson's colleagues at Fluido include Fredrik Stenfors, Anne Berit Bull Sletholt, Sampo Viiperi, Berna Özgiray Sağun, and Alexey Panteleychuk.
You can use AeroLeads to view verified contact signals for Alan Simpson at Fluido, including work email, phone, and LinkedIn data when available.
Alan Simpson holds Bachelor’S Degree, Chemistry, Physics And Management Studies, Bsc (Hons) from Edinburgh Napier University.
Alan Simpson is listed with skills including Analytical Thinking, Tenacious Work Ethic, Business Strategy, Business Development, Business Analysis, Team Problem Solving, Project Management, and Six Sigma.
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