Delivering the best professional connection solutions for making client introductions
Catalyst is dedicated to enhancing the relationship between financial planners and their professional connections.
We firmly believe that the biggest barriers facing professional connections seeking to develop commercial relationships with financial planners are: regulation, compliance and being kept informed as to what is happening to their introduced clients.
Based on our experience, it is these barriers that have led to the typical ‘reciprocal model’ being operated by most medium-sized accountancy and legal practices.
Catalyst provides a secure compliant web-based process that enables professional connections to introduce clients to financial planners and vice versa, ensuring their firm’s regulatory obligations are met.
What we offer
Web-based solution for receiving client introductions from your professional relationships.
1
Immediate notification of new client referrals.
2
Compliant process for your professional connections to use.
3
All client consent letters are produced by catalyst for your the professional connections.
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Security, peace of mind and full audit history.
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Full management information available.
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Powerpoint presentations provided about catalyst for you and your professional connections.
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Integration with intelliflo’s office to synchronise client data.
"We are very pleased with the Catalyst Software. It is a compliant and professional way to record and monitor referrals between us and 3rd parties. The system is very straight forward and user friendly which means it does not
add extra work to a case. Also, because all parties have their own login details to access the secure portal, it ensures they are up-to-date at all times. The source of documents provided by SIFA is great, we are very satisfied!"
Marina GabasOperations Director, Herbert & Webster Ltd 
"It is important to us that we can make compliant client introductions to our unconnected financial planners. Catalyst provides this, including client data consent letters audit trail. We are updated immediately regarding our client's progress from the advisers, as soon a client note is added to Catalyst by the adviser we receive an email with a link to view the update. All our Directors and Managers have access to Catalyst, which is working well for us."
Simon TurnerManaging Director, Seymour Taylor Hampden Group 
