Financial services
Secure, compliant client management for UK financial services firms.
We help advisers, brokers, lenders and accountancy practices digitise onboarding, automate compliance tasks and give every client a joined-up experience, with full audit trails.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
and email
One platform
One database- Digital onboarding with full audit trail
- Client data held securely in one place
- Reviews and renewals never missed
The challenge
Regulation and manual process slow you down.
Firms tell us they spend more time chasing documents and evidencing compliance than advising clients.
Consumer Duty makes evidencing good outcomes a data problem as much as a process one.
Paper-heavy onboarding
Fact finds, ID checks and signatures bounce between email and PDFs, delaying new business.
Compliance evidence is scattered
Proving suitability and Consumer Duty outcomes means digging through inboxes and folders.
Missed reviews and renewals
Annual reviews, renewals and deadlines are tracked manually and slip.
Data security concerns
Sensitive client data lives in spreadsheets and shared drives without proper controls.
No single client view
Advisers, paraplanners and admin work from different systems and duplicate effort.
Limited MI
Management information is compiled by hand, so risks and opportunities are spotted late.
How we help
Digital, auditable client journeys.
We configure secure Zoho or Odoo workflows around your regulatory obligations and service model.
Client CRM
Households, relationships, policies and holdings in one secure record with role-based access.
Digital onboarding
Online fact finds, document upload, ID checks and e-signature in a branded journey.
Compliance workflows
Suitability checks, approvals and file reviews with automatic audit trails.
Review and renewal automation
Reminders, booking links and task creation for every review and renewal.
Security and access control
Field-level permissions, encryption and UK or EU data residency options.
MI and board reporting
Live dashboards for pipeline, AUM, compliance status and adviser performance.
Recommended platforms
Secure platforms that scale with you.
Zoho and Odoo both offer UK or EU data centres and enterprise-grade security controls.
Zoho for financial services
Ideal for advisory and broking firms that need a strong CRM and client portals.
- Zoho CRMClient records, cases and pipeline.
- Zoho Forms and SignFact finds and compliant e-signature.
- Zoho CreatorCustom compliance and case apps.
- Zoho AnalyticsMI and regulatory reporting.
Odoo for financial services
Ideal for lenders and practices that want CRM, documents and accounting together.
- Odoo CRMLeads, cases and client history.
- Odoo Documents and SignSecure document handling and signing.
- Odoo HelpdeskClient service with SLAs.
- Odoo AccountingFees, billing and reconciliation.
Imagine one connected business
What changes when every team runs on one Zoho platform?
Right now, sales probably lives in one tool, finance in another and service in a third. Every handover means re-keying, and every report starts in a spreadsheet. As a UK Zoho Premium Partner, we replace that patchwork with the full Zoho ecosystem, from Zoho One implementation to Zoho CRM, Zoho Books, Zoho Desk and Zoho Creator, so every team finally works from one source of truth.
Choose a team below and see what changes for them
50+ CONNECTED APPS01 / 09 · Sales & CRM
Zoho CRM implementation that helps you sell
From chasing spreadsheets to a pipeline you can trust. Pipelines, Blueprint sales processes, quotes and live chat, designed around how your team really sells.
- Lead, deal and account management with territory rules
- Blueprint processes, approvals and quote to order
- CRM migration from Salesforce, HubSpot or spreadsheets
02 / 09 · Marketing
Zoho Marketing Plus and campaign automation
From guesswork to campaigns that prove their revenue. Email, journeys, social, forms and events in one place, with every response flowing back into Zoho CRM.
- Lead scoring and nurture journeys
- GDPR-friendly consent and preference management
- Campaign ROI reporting tied to CRM revenue
Shares data with: Sales & CRMAI & Analytics
03 / 09 · Customer service & field service
Zoho Desk and Zoho FSM implementation
From overflowing inboxes to service customers rave about. Omnichannel helpdesk, SLAs, portals, remote support and field service, all with full customer context.
- Ticketing, SLAs and escalation rules
- Self-service help centre and customer portal
- Engineer scheduling, job sheets and parts tracking
Shares data with: Sales & CRMOperations
04 / 09 · Finance & accounting
Zoho Books implementation for UK businesses
From month-end firefighting to real-time numbers. HMRC-recognised, Making Tax Digital ready Zoho Books, billing, expenses and payments, synced with CRM and inventory.
- Chart of accounts, VAT and MTD setup
- Bank feeds, reconciliation and multi-currency
- Migration from Sage, Xero or QuickBooks
Shares data with: Sales & CRMOperationsHR & People
05 / 09 · Operations, inventory & ecommerce
Zoho Inventory and order management
From stock surprises to orders that flow. Multi-warehouse inventory, purchasing, fulfilment and online stores, linked to Books, CRM and your couriers.
- Stock control, batches, serials and reorder points
- Sales and purchase order workflows
- Shopify, Amazon and courier integrations
Shares data with: FinanceServiceSales & CRM
06 / 09 · HR & people
Zoho People and Zoho Recruit implementation
From paper forms to people who feel looked after. Applicant tracking, onboarding, HR records, leave, performance and learning in one place.
- Careers site and recruitment pipelines
- Digital onboarding and employee self-service
- Leave, timesheets and appraisal cycles
07 / 09 · Projects & collaboration
Zoho Projects and Zoho Workplace rollout
From scattered tools to one secure workplace. Projects, agile sprints, business email, chat, files and an intranet that keep everyone moving together.
- Project templates, timesheets and billing
- Email migration from Microsoft 365 or Google
- Company intranet and team channels
Shares data with: FinanceHR & PeopleSales & CRM
08 / 09 · Contracts, e-sign & compliance
Zoho Sign and contract management
From chasing signatures to deals closed in minutes. Legally binding e-signatures, contract lifecycle management and secure password management.
- Quotes and contracts signed from inside CRM
- Renewal alerts and approval workflows
- Delivered by an ISO 27001 certified team
Shares data with: Sales & CRMHR & People
09 / 09 · Analytics, AI & custom apps
Zoho Analytics, Zia AI and Zoho Creator development
From rear-view reports to decisions powered by AI. Cross-app dashboards, Zia AI agents, low-code Zoho Creator apps and integrations with the rest of your systems.
- Board-level dashboards across every Zoho app
- Zia AI agents for sales, service and operations
- Bespoke Zoho Creator apps and API integrations
Shares data with: SalesMarketingFinanceOperations
Depth, not just breadth
Most partners stop at setup. That is where we get started.
Switching apps on is the easy part. The real value comes from how deep each app goes into your business. Drag the slider to see how far our Zoho consultants and Deluge developers can take it.
Our UK Zoho CRM extensions: Companies House Verification UK Postcode Address Finder Creditsafe Credit Check View all →
LEVEL 1 · CONFIGURE
Zoho set up around your processes
Modules, fields, layouts, roles, permissions and data migration mapped to how your business works.
Example: a clean Zoho CRM with your sales stages, territories and user roles.
LEVEL 2 · AUTOMATE
Zoho workflow automation
Workflows, Blueprints, approvals, assignment rules and Zia AI agents that remove manual admin.
Example: a won deal creates the Zoho Books invoice and Projects job automatically.
LEVEL 3 · CUSTOMISE
Deluge development and custom functions
Deluge scripting, custom buttons, widgets, client portals and complex business logic.
Example: a supplier portal with pricing rules calculated in Deluge.
LEVEL 4 · INTEGRATE
Zoho API integrations
Connect Zoho with accounting, ecommerce, telephony, data warehouses and legacy systems via REST APIs, Zoho Flow and webhooks.
Example: Shopify orders, courier labels and stock levels synced in real time.
LEVEL 5 · EXTEND
Zoho Creator apps and Marketplace extensions
Bespoke low-code apps, Catalyst services and published Zoho Marketplace extensions built by our in-house team.
Example: our Companies House Verification extension for Zoho CRM.
Not sure which Zoho apps you actually need? Most businesses pay for apps they never use. In a free 30-minute call, a certified consultant will show you exactly where to start.
What changes
What changes for your firm.
The improvements financial services clients usually see.
Faster onboarding
Digital journeys shorten time from enquiry to active client.
Audit-ready files
Every step is logged, so compliance evidence is always to hand.
No missed reviews
Automated scheduling keeps ongoing service commitments on track.
Better client experience
Portals and timely updates build trust and retention.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We map client journeys, regulatory touchpoints and data protection requirements.
Craft
We design secure workflows, permissions and reporting aligned to your obligations.
Assemble
We configure the platform, migrate client data securely and integrate your tools.
Launch
We train advisers and support staff and go live with a controlled rollout.
Evolve
We refine MI, automate more checks and review security settings regularly.
Related solutions
Services financial firms often combine.
Try before you commit
Start a free Zoho or Odoo trial
Explore the apps yourself, then talk to us about fit. Signing up through ThoughtLogik links your account to us as your partner, so help is on hand from day one.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Is Zoho CRM secure enough for financial services?
Yes. Zoho offers UK and EU data centres, encryption, role-based access and audit logs. We configure permissions and policies to meet your data protection and regulatory needs.
Can you help evidence Consumer Duty outcomes?
We build workflows and reports that capture suitability, communications and outcomes, making evidence easy to produce.
Do you integrate with platforms and back-office tools?
Yes. We integrate with commonly used platforms, ID verification, e-signature and accounting tools through APIs.
Can clients upload documents securely?
Yes. Branded client portals allow secure upload, e-signature and messaging with full audit trails.
How do you handle data migration?
We migrate client data securely with validation checks, and agree data handling steps with you before any transfer.
Start your project
Ready to modernise your client and compliance processes?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing