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Bluecoat wins the Innovation Award, Unbiased Trusted Professional Awards 2021

We are delighted to announce that we have won our first national award. At the end of November, Bluecoat was nationally recognised for its Innovation in financial services.

During the last 2 years (starting pre-Covid), Bluecoat has focused on improving our client experience. This has driven several innovations, some of which clients see and many that work behind the scenes to provide a better service to clients.

The new innovations introduced include our client app Bluecoat Hub, encrypted secure messaging, daily valuations, DocuSign and our video instruction pod, which have greatly improved our client experience. Many clients have also seen our new cashflow modelling tools and pension drawdown tools used to make meetings more interactive.

Of the unseen innovations introduced is a bespoke adviser factfind app, and an overhaul and upgrade of our back-office processes to allow interactive, remote and flexible working.

Our Summer internships and apprenticeship program were launched to introduce youth, new ideas and a breadth of experience into Bluecoat, and this was one of the deciding factors with the Judges.

Robin Clarke, Bluecoat’s founder, said, “This is a key milestone for Bluecoat in taking the company forward, delivering excellent service to generations of client families within a growing multi-generational firm. It’s great that David has received this recognition for his hard work and innovation”.

On receiving the award, David Langley said, “There are lots that we need to work on in the future, but to get the recognition now (for the time and effort invested) is really amazing”.

Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional. Past performance is not a guide to future performance and may not be repeated. Capital is at risk; investments and the income from them can fall as well as rise.


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