Partner Article

Cascade Creates New Role to Elevate Customer and Partner Service

Cascade Cash Management (Cascade) has created a new role to elevate the service and relationship management for clients and partners of the company.

Abby Turnbull, who joined the company in 2016, has taken on the mantle of Partner Support Manager.

From Carlisle, Abby has over six years experience in the financial sector and through her close liaison with the management and support team since joining Cascade she has the internal knowledge and skills to excel at the role.

Cascade has enjoyed six years in business already achieving an important milestone last year when the company launched a new and unique online portal. The new portal has increased revenue through the addition of new customer relationships in the form of savers and third-party advisory firms. It is these third-party advisory partners that Abby will be working closely with, enhancing their experience and supporting the performance of the Cascade portal.

Abby said:

“I’m very excited about the challenges of this new role and building out the responsibilities with Emma, our MD. I have always been very enthusiastic about finding and building relationships with new partners in my time at Cascade and this role cements that contribution. I am looking forward to maintaining our valued relationships, spending time with our existing partners, as well as welcoming new ones.”

In her new role Abby will be creating illustrations and rate bulletins, keeping partners aware of rates and steering them to best performance. She will work closely on all marketing activity that involves partner communications, set up new portal accounts, liaise with client support, maintain partner support and feedback and manage all queries from partners.

The Cascade team can manage funds on behalf of clients or depositors can use the portal to manage their own savings. Partners including IFA’s, solicitors, attorneys, accountants and many more can also self-brand the product for presentation to their own clients. With that in mind, Dr. Emma Black (managing director of Cascade) said:

“As well as working closely with savers who use the portal directly, Cascade works in partnership with a good number of organisations across the financial and legal sector, providing services for the outsourcing of the administration of cash management. It is important to us that we have a strong and open relationship with all our partners so this role has been designed to establish clear responsibilities and channels to fulfil this promise and cement our relationships further. Abby’s experience and enthusiasm made her a perfect choice and I look forward to working with her in developing our service and support on offer.”

Cascade is an independent and transparent service created to generate enhanced cash returns and increased protection on deposits through professional cash management.

The online portal is the only one of its kind in the UK allowing independent and unbiased cash solutions meaning that clients don’t have to choose only one bank. With the online portal and Cascade’s client support team, all banks are accessed quickly and easily, on a daily basis.

The Cascade team can manage funds on behalf of clients or depositors can use the portal to manage their own savings. Partners including IFA’s, solicitors, attorneys, accountants and many more can also self-brand the product for presentation to their own clients.

This was posted in Bdaily's Members' News section by Sophie Isobel .