Diffused image of three people working in an office. One is on the phon and the other two are having a conversation.

Applied WealthTrack the Right Choice for Rockwell Financial Management

Dublin-based Rockwell Financial Management selects Applied WealthTrack as new sales management software system

We are delighted to announce that Rockwell Financial Management, a well-known Dublin based Financial Advisory firm, has selected Applied WealthTrack as their new sales management software system.

Speaking on the announcement, Rockwell Directors Robert Whelan and Mark Solon said, “We did extensive due diligence on CRM providers and decided to switch to Applied WealthTrack because of their size, track record and knowledge of our industry.  Implementing Applied WealthTrack software for both our internal sales and support teams will mean significant gains in productivity and efficiency on both sides.  It will also allow us to provide a better quality service to our clients which is very much part of our culture in Rockwell."

Applied WealthTrack the Right Choice for Rockwell Financial ManagementMark Solon, Director (left) with Colm Murphy, Applied Systems Ireland

About Rockwell Financial Management
Rockwell Financial management are a bespoke Financial Planning firm based in Dublin 14. Irish owned and operated, we have grown in just over 3 years of trading from a single person practice to now having 12 staff who are essential to the future growth of the company. We value our client’s financial health and placing their needs first. We don’t view clients as a financial transaction and we believe that what’s good for them is good for our business, not the other way around. We believe in straight talking without the marketing hype and empty promises.

Therefore, we are committed to:

  • Providing professional advice and services in a straight forward manner
  • Making complex matters more understandable
  • Giving clients access to highly qualified professionals who can advise on a diverse range of subjects
  • Assisting clients in making important financial decisions
  • Using the latest technology and research to provide solutions
  • Clear two way communication including feedback from clients
  • Agreed levels and frequency of ongoing service and advice
  • Transparent remuneration which offers value to clients
  • Developing long-term relationships that allows us to build a profitable business

Find out more about Rockwell Financial Management.

Contact Us

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.