Thames Valley Asset Finance
Accelerating efficiency and scalability with Maximizer’s configurable CRM.
Thames Valley Asset Finance (TVAF) is an independent UK-based brokerage specializing in asset financing for businesses, with a separate division, Fast Car Finance, focused on prestige and sports car financing for private clients. Since its inception, TVAF has experienced rapid growth, necessitating a CRM solution that could unify client data, streamline processes, and support the business’s expansion into repeatable, high-quality services.
“We found Maximizer refreshing and very easy to use, and the office team got to grips with the system very, very quickly. Maximizer is straightforward and a great way to automate and streamline much of what we were doing already.”
Challenges
As business volumes surged, TVAF’s existing system—a combination of Word documents, Outlook, and paper-based processes—struggled to keep up with increasing demands. The reliance on multiple, disconnected tools led to duplicated data, slow response times, and missed opportunities for follow-up. Fast Car Finance, in particular, was not retaining valuable client information for repeat business, which was critical to sustaining growth and maintaining customer satisfaction.
TVAF needed a centralized CRM to manage client interactions efficiently, minimize data redundancy, and automate routine tasks. Their search for a cost-effective yet scalable CRM led them to Maximizer, a solution that could meet their immediate needs and expand with the business.
Solutions
Partnering with Advoco Solutions, a Maximizer Certified Business Partner, TVAF implemented Maximizer CRM, tailoring it to their finance workflows from initial inquiry to finance proposal. Advoco Solutions customized a proposals tab using the Synergy add-on application, allowing TVAF to input all necessary data in one location. This streamlined the proposal process, minimized duplication, and automated calculations, enabling the team to prepare finance proposals more efficiently.
“We needed one central, focused point for information so we could continually retrieve, cleanse, refresh and upgrade data so we are well-prepared when clients come back to us for a second or third time for additional finance requirements.” – Andrew Wise
Maximizer’s ease of use meant that TVAF’s office team quickly adapted to the new system. The centralized database provided quick access to client information, enhancing the management of sales leads and underwriting processes. With all client data organized and easily accessible, TVAF achieved faster response times, improved client interactions, and greater productivity. Phase two of Maximizer’s implementation will further automate client onboarding and billing processes, ensuring a seamless experience for clients and maximizing TVAF’s operational efficiency.
“A key aspect of Maximizer was that we could go with a cost-effective solution that would meet our initial requirements from day one. But we were also safe in the knowledge that as we expanded we would be able to plug-in the additional functionality in line with the changing needs of the business and our clients.” – Andrew Wise
Benefits
Centralized Data Access
Maximizer provides a single, accessible database for all client information, eliminating the need for paper files and ensuring fast data retrieval.
Improved Efficiency and Productivity
Automated processes, from underwriting to reporting, allow the team to focus on higher-value tasks, increasing productivity and client satisfaction.
Optimized Proposal Management
The custom proposals tab enables TVAF to create clean, concise proposals efficiently, accelerating turnaround times and enhancing service quality.
Scalable and Cost-Effective Solution
Maximizer’s scalability supports TVAF’s growth, offering a cost-effective way to add features and users as the business expands.
Enhanced Client Retention
With Maximizer’s centralized data and process automation, TVAF can easily retrieve client information for repeat business, fostering stronger client relationships.
Future-Proofed Solution
Planned integrations will automate client data input, reducing errors and speeding up proposal processing.
Business partner
Advoco Solutions
Advoco Solutions, a Maximizer Certified Business Partner, provided TVAF with a tailored CRM solution that aligns with their specific finance workflows. Based in the UK, Advoco Solutions supports businesses across financial services with CRM implementations that drive efficiency and foster growth.
