Operational excellence leads client service at Linear

Linear Investments focusses on operational excellence to maintain excellent client service says Paul Kelly, Chairman and CEO of Linear Investments.

The key to Linear’s success is its operational processes and procedures. This means the service passed on to clients is efficient and cost effective. Kelly says “Linear is a great size business. We are big enough to have an impact with our Tier One providers but small enough to be able to treat customers as individuals; we can look at customer merits and requirements on a case by case basis and be flexible. We have a great working relationship with our Tier One providers and, as with our clients, see them as partners.”

Operational excellence also means customers can rely on timely and accurate updates on their business; Linear’s reporting and monitoring processes have been refined over time to something that really reflects customer expectation. “We work with clients all over the world, and consistency and accuracy of reporting makes a huge difference to our operational efficiency and also our customers efficiency with their own clients.” says Kelly.

“We combine deep expertise with care for our client to deliver best of breed solutions consistently, as a well known and trusted name in the marketplace. Larger banks have been and will continue to offload smaller funds who don’t meet their revenue prerequisites, leaving the smaller firms without a port in the storm. These small to mid sized firms are better placed with a truly client centric name like Linear Investments. It is also worth noting that new launches that have been held back by the pandemic are now coming to fruition as investors are coming off the sidelines- these managers, sometimes running a business for the first time, can benefit from the partnership and stability Linear offers.”

Kelly finishes “I’m proud of what the team can offer our customers. We, as a team, have invaluable depth and breadth of insights and ideas which can help support clients own business models. That makes us unique in the market and one of my primary focusses is to ensure we remain at the forefront of customer service in the sector.”