enSynergy implements enterprise Compliance Workflow solution for major on-shore financial institution – on time & to budget.

Integrated CRM, Compliance Workflow / BPM and Document Management software implemented for New Zealand Guardian Trust to cut costs, manage group compliance and deliver better quality service to clients.

Auckland and London – enSynergy International - the specialist provider of wealth management and PSA software - announced that the New Zealand Guardian Trust Company (NZGT) have implemented their enVisual suite across multiple offices to support their New Zealand core client business. NZGT, one of the leading providers of trustee solutions in New Zealand and part of the Promina Group have implemented enVisual to provide core business support for;

· Customer Relationship Management

· Procedural Workflow

· Group Compliance

· Document Management

· Staff time recording / Online billing

enVisual is being implemented across a wide-area network using a thin client foot print, to service multiple offices across the organisation. The system met all time and cost budget targets.

Speaking on the occasion, Brett Hall co-founder and Managing Director of enSynergy said, "New Zealand Guardian Trust is a very strategic win for us, and we are confident that we will provide NZGT with improved compliance and customer service to stay ahead of the competition. After many years of providing our traditional clients in offshore financial centres with a high quality wealth management solution – we are repeatedly seeing additional opportunities for many of our products in the onshore markets – such as New Zealand and Australia. enSynergy views NZGT as an important implementation success as it proves once again the business potential of enVisual as a true global product and enSynergy as a truly global support company."

Terry Gaze - Manager of Information Systems at New Zealand Guardian Trust commented;

"NZGT was looking for a packaged application to support their client contact, compliance, workflow, and ultimately document management requirements. The application needed to operate within Group IT constraints, and across several different areas and their specific business rules." He commented further -

"enSynergy presented a very viable application but also demonstrated a rapid understanding of the business, and flexibility to meet our needs while ensuring they remained true to the package solution. The ease of working with enSynergy has meant a quick start to the project and a trouble free implementation. NZGT is looking forward to working with enSynergy into the future."

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