Red Star Wealth’s new CRM system has changed their lives

By Zebra Colour

11 Oct 2016

Award winning independent financial advisers Red Star Wealth Management have been utilising their knowledge and expertise to provide truly independent advice to both individuals and corporates, and everything in between since their inception in 2011.

The business has grown considerably over the past 5 years and now boasts over 150 clients ranging from national solicitor’s firms to private individuals.

With such a variety of clients and financial products available, Red Star Wealth needed to ensure they had the infrastructure in place to deliver the efficient and professional service they promise to every client.

They recently decided that the only way forward was to invest in a robust CRM system. Kristen Durose, managing director of Red Star Wealth, commented: “As we expanded our client base and introduced more services we realised that the systems we had in place just weren’t sufficient to deliver the level of service we offer. We wanted a system that would help us manage our client base, enable us to stay in touch with our clients and prospects in a variety of ways and make it easier for us to track renewals and anniversaries.”

Kristen spoke to several companies who specialise in CRM products and selected IT professionals NetDec. Kristen continued, “I was incredibly impressed with the questions they asked us at our initial meeting. They were extremely keen to get a thorough understanding of our business and what we want to achieve. We put together a wish list and NetDec provided us with a bespoke solution which delivered everything on it! The majority of the other solutions we looked at seemed just too off the peg.”

Red Star Wealth also wanted the CRM to create workflows which would allow them to automate a number of processes and therefore increase efficiency. The NetDec team delivered this through reviewing the processes and tasks that Kristen and her team repeatedly perform and integrating them into the CRM system.

Craig Townley, managing director from NetDec commented: “A truly efficient CRM system needs to be custom built to meet the specific requirements of each client. There are so many occasions when CRMs have been installed that don’t meet the criteria set by the client or are so complicated and time-consuming that they hamper the business instead of making it more effective and profitable. Our solution is to listen carefully to the client, establish their needs and deliver a cost-effective solution, whilst being mindful of additional features which may be required in the future.” The new CRM has now been in use for four months at Red Star Wealth and has transformed the business. All the information is in one place and accessible to the whole team at any time, with client reports available at the touch of a button, making the whole company more effective. Kristen concluded, “We’re delighted with our new CRM, it saves us an incredible amount of time and money and I really am not exaggerating when I say that the system has changed our lives!”

Enjoyed this? Read more from Zebra Colour

Latest news

1

New India branch campus on the horizon for Lancaster University Keir Starmer meets Indian PM and included Prof Simon Guy Lancaster University. Pic Simon Dawson

New India branch campus on the horizon for Lancaster University

09 Oct 2025

2

Best events and talented students complete finalists list for Lancashire Tourism Awards 2026 Best Events and Talented students on Lancashire Tourism Awards finalist list

Best events and talented students complete finalists list for Lancashire Tourism Awards 2026

09 Oct 2025

3

East Lancashire Learning Group named UK digital transformation leader in CIO 100 Awards Andrew Dewhurst with the award win

East Lancashire Learning Group named UK digital transformation leader in CIO 100 Awards

09 Oct 2025

4

PHX Training appoints new business leader in Blackpool Jason Davenport PHX Training

PHX Training appoints new business leader in Blackpool

09 Oct 2025

5

Velocity seals Airbus extension worth up to $54m Velocity Composites Has Announced Its Entry Into The Us Market

Velocity seals Airbus extension worth up to $54m

08 Oct 2025

Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
CMI Level 5 Management and Leadership Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Management and Leadership Course

Preston Campus, Preston , PR1 2HE

09:00 - 17:00

CMI Level 5 Project Management Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Project Management Course

Preston Campus, Preston, PR1 2HE

08:00 - 17:00

Help to grow management course
Help to grow - barriers to growth.png.png
LBV Hub Seminars
26 Sep 2025 - 16 Dec 2025

Help to grow management course

Preston Campus , Preston , PR1 2HE

09:00 - 15:00

Advantage: AI – A Workshop for Business Leaders – Oct 10th
Ai 10.10.png.png
LBV Hub Seminars
10 Oct 2025 - 10 Oct 2025

Advantage: AI – A Workshop for Business Leaders – Oct 10th

Door4 Office, Burnley Wharf, Burnley, BB11 1JG

09:00 - 12:00

The New Employee Rights Landscape: Day One Compliance Essentials
EventBrite NORi - 15th Oct 2025 Webinar.png.png
LBV Hub Webinar
15 Oct 2025 - 15 Oct 2025

The New Employee Rights Landscape: Day One Compliance Essentials

Microsoft Teams, Microsoft Teams, PR253XH

13:30 - 15:00

Unlocking major project opportunities in the North West
Lancs-cham-logo.jpg.jpg
LBV Hub Seminars
15 Oct 2025 - 15 Oct 2025

Unlocking major project opportunities in the North West

Strathmore Hotel, Morecambe, LA4 5AP

08:00 - 10:00

The Autumn Re set - pour me a wine
LBV Advert_Autumn Reset 1200 x 630px.png.png
LBV Hub Networking
16 Oct 2025 - 16 Oct 2025

The Autumn Re set - pour me a wine

The Artistry House , Preston , PR1 3JJ

17:30 - 19:30

The Business Network Central & East Lancashire
LBV Header (26).png.png
LBV Hub Networking
16 Oct 2025 - 16 Oct 2025

The Business Network Central & East Lancashire

Stanley House, Blackburn, BB2 7NP

11:30 - 14:15

October Freelancer Meet-Up
LBV Hub Networking
16 Oct 2025 - 16 Oct 2025

October Freelancer Meet-Up

Society1, Coworking Space, Preston, PR1 3LT

10:00 - 11:30

HR Essentials for pubs, bars and licensed venues
EventBrite NORi - 22nd Oct Webinar.png.png
LBV Hub Webinar
22 Oct 2025 - 22 Oct 2025

HR Essentials for pubs, bars and licensed venues

Online - Teams, Leyland, PR253XH

13:30 - 15:00

RISE - Lancashire's unique leadership programme for women
thumbnail_Emma Weston Illustration WENDY BOWERS RISE Illustrstion.jpg.jpg
LBV Hub Seminars
22 Oct 2025 - 18 Mar 2026

RISE - Lancashire's unique leadership programme for women

East Lancashire Chamber of Commerce, Clayton le Moors, BB5 5JR

09:30 - 15:30

Women scaling up Blackpool Fylde and Wyre
LBV Hub Seminars
22 Oct 2025 - 09 Jan 2026

Women scaling up Blackpool Fylde and Wyre

The Small Business Academy, Blackpool, FY4 5JX

09:30 - 15:30

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV124 Online Graphic
Subscribe now

Weekly news bulletin