Book a demo
A 30-minute walkthrough shaped around how your firm works. See the live product, ask questions and get a clear view on fit. No commitment, no sales pressure.
What you'll get from the demo
- A walkthrough of pipeline, clients, fees and introducers in the live product
- How migration from your current system or spreadsheets works
- Pricing and an honest view on whether Glimzer fits your firm
- Anything you'd like to raise: pain points, frustrations or areas where you'd like support
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“Tom and the Glimzer team have been excellent to work with. They understand the financial advice world, communicate clearly, and have consistently found practical ways to solve the operational challenges we've put in front of them.”
Stephen Farnfield
Director
“The biggest changes are control and visibility. All of our new and existing client activity and data is in one place, so fewer things get missed and we spend less time on admin.”
Richard Smith
Independent Financial Adviser
FAQ
Before you book.
Is this a sales call?
It's a working session. We show you Glimzer on your firm's kind of work, answer your questions and give you an honest view on fit. If Glimzer isn't right for you, we'll say so.
Do I need to prepare anything?
No. It helps to know what system you use today and roughly how many clients you look after, but nothing is required. We're always curious to hear about any particular pain points in how your firm runs, so if something is frustrating you, bring it along.
Can colleagues join?
Yes, and it usually helps. Whoever runs your admin or operations day to day will have the sharpest questions, so bring them along.
What happens afterwards?
If you'd like to move forward, we'll agree the right next step for your firm. If not, that's fine: there's no follow-up pressure and no drip campaign.