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Case Studies
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Open Work - Case Study
Company Background
Openwork Limited is a directly authorised franchise network. It comprises over 800 firms with around 2,600 financial advisers across the UK. The Openwork Group is owned - via ordinary shares - by its advisers with a 67.5% share, 7.5% by its employees and 25% by Zurich Financial Services.
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Sesame - Testimonial
Simon Beardmore, Head of Compliance Development at SBG
SBG undertook an extensive trawl of the market over a 3 month period for both horizontal and vertical IT platforms. There was a wide SBG stakeholder group involved and an independent 3rd party to advise along the way was also engaged.
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