The key to saving time: How Gough Thorne unlocked a faster, smoother client journey

What does working with Thirdfort give Gough Thorne?

• 10 minutes saved reviewing the Source of funds on each file for the Head of department.

• A more integrated process for their client due diligence that connects directly with their case management system, Redbrick Solutions.

• An ID and anti-money laundering solution that matches the high service levels Gough Thorne’s client’s receive.

A growing firm in need of a thorough solution

Gough Thorne has experienced impressive growth since opening its doors in 2020. As a firm that prides itself on being forward-thinking and family-orientated, they were looking for a solution that could keep pace with their expansion while maintaining a high standard of client care.

Before Thirdfort, their process for identity and source of funds checks was fragmented.

For source of funds, the team had to manually sift through numerous emails and posted documents, a time-consuming and cumbersome process. "We spent a lot of time manually reviewing source of funds, piecing together documents to verify where the money had come from," says Zoe. This manual process not only slowed down the team but also created a disjointed experience for their clients.

Finding the missing piece of the puzzle

Gough Thorne needed a more comprehensive and integrated solution. Their main priority was to find a provider that could offer in-depth source of funds verification. Thirdfort was able to offer a solution to this challenge, with a Source of Funds tool that includes information and data gathering in a secure app. The added bonus of Thirdfort's comprehensive ID checks and proof of address and ownership verification made it a compelling choice.

The ability to integrate with their case management system, Redbrick Solutions, was also crucial. "Integration is key; it means the reports are immediately available within our system, streamlining the entire process." The seamless integration means that reports, including ongoing AML screening monitoring updates, are automatically available within their system, creating a single source of truth for each client file.

A stitch in time saves nine (and then some)

Since implementing Thirdfort, Gough Thorne has seen a significant reduction in the time spent on reviewing source of funds.

This time saving allows the team to focus on what they do best: providing an excellent conveyancing service and fostering client relationships.

Putting the client experience first

With an outstanding score on Trustpilot, it's clear that providing a great client experience is a top priority for Gough Thorne. They needed a partner that would enhance, not hinder, their client journey. Thirdfort fits perfectly into this ethos by creating a smoother start to the transaction.

"It transforms the client onboarding experience. It's incredibly user-friendly for the vast majority of people. It also streamlines the entire process, meaning clients reach their end goal faster, which ultimately makes them happier." Zoe Tibble, Gough Thorne.