WorkbooksCRM.png
header.png

Founded in 1999, Broker Profile has established itself as the leading Investor Relations Consultancy focussing primarily on Private Client Fund Managers and Stockbrokers in the UK.

Based in the heart of the city, Broker Profile is now a 22-person company with a large and diverse portfolio of clients that span across many sectors, many of which are listed in the FTSE 100 and FTSE 250.

Download our Case Study to find out the full list of benefits Broker Profile received following their decision to implement Workbooks CRM, including:

  • How they use Workbooks CRM to streamline their business processes
  • How Workbooks tailored their CRM to Broker Profiles individual specification
  • Why linking up multiple applications including Microsoft Outlook and Excel increased productivity 

John explains. "Out of all the CRM providers we looked at, Workbooks really took the time to get to know us and to get to know the business and what we wanted to achieve."

To discover more about how Workbooks continues to benefit Broker Profile, download our Case Study by completing the form to the right.

Broker Profile
Case Study