Touchstone Group provides business software solutions and consultancy services to mid-market and enterprise level organisations. From for a fully comprehensive solution spanning initial consultation through to solution selection and implementation, or the expansion of an existing system, we can accommodate any client’s requirements.

With over 25 years experience in the financial services sector, Touchstone Group has developed a wealth of knowledge and experience of this market. We have worked with over 160 financial services clients including some of the UK’s leading banking, insurance, and financial institutions to understand the challenges facing the industry and offer effective solutions to address them.

Our portfolio of solutions and services enables financial services organisations to streamline and optimise their core business processes, meet regulatory requirements such as MiFID and reporting to the FSA, integrate front and back office, and deliver great customer service.

Our portfolio of Microsoft business solutions for financial services companies includes Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics AX, Microsoft Dynamics NAV, SharePoint and BizTalk.

Touchstone Client Manager for Financial Services, built on Microsoft Dynamics CRM, addresses all the client relationship requirements of corporate finance and corporate broking, as well as adhering to regulatory compliance such as MiFID.

Touchstone Client Manager delivers a fast, flexible and affordable solution that drives consistent and measurable improvements in business processes.