Trustfolio’s Integration with CMAs Catalyst CMS, Revolutionises Advisers’ Ability

Trustfolio and Community Money Advice (CMA) have further enhanced their well-established relationship with an integration between Trustfolio’s Debt Adviser Support Portal and CMA’s Catalyst Case Management System to offer instant access to TransUnion and Experian credit reports, improving efficiencies for non-profit debt advisers and their clients.

Trustfolio’s Debt Adviser Support Portal offers instant access to Experian & TransUnion credit reports with account numbers and 12 months’ bank statements, which are automatically categorised into monthly income and expenditure. In addition, the system hosts a panel of Insolvency Practitioners where advisers can review information about each IP with performance statistics and refer a client to an IP for a Trust Deed or IVA with confidence.

Community Money Advice is a national charity committed to supporting churches and community groups who have a passion to help people overcome their money problems. With 187 members, CMA provides all the resources, training and support needed to establish and maintain local, free, face to face money advice services.

CMA members benefitted from free access to Trustfolio’s credit report and open banking services for over 2 ½ years up to April 2024. At the end of 2023 CMA invested in the integration of the credit report service. Catalyst users can now access creditor information on behalf of their clients in a few clicks resulting in easier access to client data for their members.

In this video, Claire Daniels CMA’s Hub Manager explains the advantages of using the Trustfolio service, including the additional benefits of accessing credit reports via Catalyst:

https://www.youtube.com/watch?v=WKtXWPtgtn4

Ryan Hayes, Trustfolio’s COO for the Advice Sector said:

“Since the inception of the Debt Adviser Support Portal, CMA and their members have supported us financially and practically, including helping us to develop and refine our service. Both organisations are firmly committed to supporting clients in financial difficulties and the integration of our credit report service into Catalyst will provide additional efficiencies to advisers which will result in better outcomes for their clients.”

CMA’s Claire Daniels said:

“It has been a privilege to be able to work alongside Trustfolio since the beginning of their work with the advice sector. Their work has revolutionised our advisers’ ability to access vital information quickly and simply and we have appreciated the pragmatic, creative approach taken to facilitate quicker and better advice for thousands of clients”