Legal Support Network news release 21.02.12: thewealthworks and the Troika Northern User Group Meeting
thewealthworks and the Troika Northern User Group Meeting
As well as producing software thewealthworks team believe that client relationships are an integral part of thewealthworks service. As well as providing excellent support, we also hold regular user group meetings through which we can meet with our clients, to discuss news, software updates and forthcoming plans. These meetings provide a valuable forum to chat face to face with our clients.
Our client base is multi-jurisdictional. Now it would be lovely to be able to travel to Mauritius, Malta and Gibraltar to name but a few, to hold these meetings, but before I hear you ask, did we go?; no, the user group meetings are currently confined to the UK. This brings me to the Northern User Group meeting. Held in Leeds, this successful meeting took place on December 1st 2011. As a first time visitor to Leeds, the Northern User Group meeting was a bit of an adventure for me and I really enjoyed meeting with our clients. Troika users from Wrigleys, DWF, Dickinson Dees, Mazars and Cobbetts were all in attendance and the meeting provided a valuable forum for members of thewealthworks team to meet with their valued users in a relaxed environment.
In between coffee, delightful cookies, and a good chat, more serious matters were discussed. These areas included planned developments for 2012, key software changes, Troika Data Feed services and support and enhancement Q & A.
Client's opinions with regards to Charity Accounts and Reporting, and the enhancements which would be beneficial to them were sought. Charities are a key area of development planned for 2012 within Troika.
The penultimate discussion involved enhancements within Troika relating to CGT and probate as well as discussions involving FISH, the intranet service operating alongside Troika.
The meeting was concluded with a Q & A session, and then drawn to a close. Finally the day was rounded off by a delicious dinner at a local restaurant, Sous Le Nez, courtesy of thewealthworks team.
We feel that these user group meetings are a valuable part of our client relationship, and feedback shows that our clients value the meetings. Please read the testimonials below from the Leeds meeting held on December 1st.
Tamara Labelle, Marketing Administrator, thewealthworks.
"I thoroughly enjoyed the User Group. It was good to hear how Troika is used by different firms, and especially in areas I don't work in, such as probate. I thought thewealthworks were very receptive to our requests and that they wanted to find out our views on how they can improve the products they produce".
Jane Symonds, Trust Manager, Wrigleys and Secretary of the Troika Northern User Group.
"Troika from thewealthworks has proved itself to be ideal for preparing Trust Accounts and their support is excellent."
Richard Baker,Trust Accountant, Private Capital Group, Cobbetts.Tweet