Say hi to Charlie – our newest BGH partner

Imagine a world with an empty inbox. A world where you could spend less time managing your emails and more time on meaningful work. A world where you never need to hunt for or forward another email ever again. Let us introduce you to Charlie, our newest Business Growth Hub Technology Specialist Partner.

Built by Oi Software, Charlie is a financial adviser’s best friend. An email management tool, Charlie will save you loads of time. Using easy to set up rules, Charlie automates the filing of all your emails, keeping your inbox free and clear.

Charlie also has a powerful search function making finding past emails a breeze. Imagine how much time you’ll save by having the ability to easily find email from a specific client or supplier. 

Charlie also connects to your CRM and has an auto back up feature, so if one of your team is on holidays, or has left all their emails are there safely saved and easily retrieved.