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The Challenge

Smith & Williamson is a first-class Investment Management firm with offices across the UK. In order to manage headwinds and gain a competitive edge, the company was determined to further improve its already high levels of client service. Could world class information management enable them to do this? Smith & Williamson engaged Aiimi to find out.

How Aiimi Helped

Aiimi worked closely with the Smith & Williamson team to analyse the company’s processes and information management systems. Aiimi subsequently developed Smith & Williamson’s existing eDOCS environment in order to optimize these systems and processes.

"Since the initial consultation, Aiimi has further enhanced Smith & Williamson’s process and information platform to meet a more complex user case. The entire engagement has delivered efficiencies to the business, which front office users have found invaluable."