Connect your integrations
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.
Head of Client Services Insignis Cash Solutions
Head of Client Services
Insignis Cash Solutions
Cambridge, United Kingdom
Head of Client Services
Cambridge, United Kingdom
November 2022 - Present
Overview At Insignis Cash Solutions we take the time that our clients don’t have to manage the money they have held in Savings and Deposit Accounts. Insignis Cash Solutions offer active management of cash deposits so that clients receive improved return on their cash holdings. We deliver bespoke solutions that balance each client’s individual priorities for return, liquidity and security. The savings market is dynamic and subject to continual economic shifts, making interest rate monitoring a particular challenge. Insignis monitor the whole savings market to deliver bespoke solutions for Businesses, Charities, Public Sector bodies, Trustees and Individuals with a minimum deposit of £100,000. Our Digital Banking Network provides a single interface to multiple banking partners and leading products with all savings products considered. Personal service plus 24-hour online access ensures a dedicated client experience along with independent web access and transparency. The Savings Environment Even several years after the credit crisis we continue to live with record low interest rates. Although rates are generally expected to rise there is a lot of uncertainty over how far and fast that will happen. This leaves individuals and organisations with record low returns on their savings, and other cash deposits, affecting income, choices and opportunities.
Branch Manager
Cambridgeshire, United Kingdom
September 2003 - July 2022
Assistant Branch Manager
Cambridge, United Kingdom
September 2000 - September 2003
Personal Banker
Cambridge, United Kingdom
April 1997 - September 2000
Foreign and Securities Clerk
Cambridge, United Kingdom
July 1995 - April 1997
First Cashier
Cambridgeshire, United Kingdom
March 1993 - July 1995
Kaspr will display your prospect’s contact information the moment you visit their LinkedIn profile. Quick! Isn’t it?
Kaspr lets you send automated follow up messages to your leads. Send them on your chosen day and time.
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.