Problem Statement:

Integritas Wealth Partners provides bespoke wealth management services and is always on the lookout for innovative solutions for their clients. Recognising the challenge many of their clients face when trying to ensure optimal returns on cash holdings, Integritas identified Flagstone International as a valuable potential partner. They needed a platform that was user-friendly and capable of providing easy access to a variety of deposit products to optimise returns. Additionally, there was a clear need for a solution that could offer diversified cash management options while simplifying the administrative complexities associated with maintaining multiple banking relationships.

Quote

"We at Integritas have found Flagstone International to be an invaluable partner in managing our clients’ cash assets, as well as our own. The platform’s ease of use, comprehensive features, and competitive rates have enhanced our financial strategies and outcomes."  Edward Loader, Managing Director at Integritas.

Solution

Integritas partnered with Flagstone International to provide a market leading cash deposit solution for their clients.

The platform provided access to a wide range of deposit products and offered a simplified, single user journey. It allowed Integritas to manage multiple accounts effortlessly, ensuring optimal returns on cash assets. Comprehensive training and ongoing support from Flagstone International ensured a smooth transition and efficient utilisation of the platform. Additionally, Integritas used the platform to manage their own corporate cash holdings, ensuring their funds generated a return.

Key Benefits

• Improved visibility: Integritas gained comprehensive visibility into clients' cash holdings, enabling more informed and holistic financial planning.

• Enhanced returns: Clients accessed competitive interest rates across multiple banks, maximising returns on cash assets.

• Simplified management: The platform's intuitive interface facilitated quick onboarding and efficient account management, reducing administrative burdens.

• Diversified options: Clients now have access to a variety of deposit products tailored to their financial needs and risk profiles.

Outcomes

• Strategic financial planning: Integritas can now offer more tailored financial strategies based on a complete view of clients' cash holdings.

• Client satisfaction: Enhanced service delivery and improved returns have strengthened client relationships and satisfaction.

• Personal validation: Ed Loader's positive experience using the platform for both business and personal cash management validates its reliability and value.

By leveraging Flagstone International's platform, Integritas has successfully transformed their cash management approach, ensuring optimal returns and streamlined operations. This partnership highlights the platform’s ability to deliver efficient, user-friendly solutions that enhance financial strategies for both clients and Introducers.