Nick Boardman joins Artesian Solutions as Onboarding Consultant

29 July 2016

London-based Artesian Solutions has hired Nick Boardman to the new role of Onboarding Consultant. Boardman, who joins from Lloyds Banking Group, has been tasked with further expanding Artesian’s footprint in the financial services sector.

Nick Boardman has over 30 years of experience in the financial services sector. He held senior positions at Barclays and Bank of Scotland and was most recently Senior Manager, National Business Development at Lloyds Banking Group.

Per the 1st of June Boardman has left the banking industry, after more than three decades in the sector, to join Artesian Solutions, a provider of customer engagement and sales acceleration solutions for B2B sellers. The company gathers and tracks intelligence on customers, prospects and competitors from millions of online resources including blogs, news sites, editorials and social platforms (e.g. Twitter, LinkedIn) and uses algorithms to translate the information into commercially valuable insights. Clients it works for include American Express, Adobe, Barclays, HSBC, Royal Bank of Scotland, Towergate, and Willis Towers Watson – the firm has a stated user base of around 25,000. 

“I am very excited to join Artesian” said Nick. “Leaving banking was a massive step, but I knew that wherever I went next I had to believe 100% in the product and the company. Artesian is a truly disruptive force in the market, and I can personally vouch for the edge it delivers in today’s highly competitive market,” comments Boardman on his move.

Nick Boardman - Artesian

In the new role of Onboarding Consultant, Boardman will focus on expanding Artesian’s footprint at clients, with a focus on the banking segment. He will be based in London, where Artesian Solutions is headquartered. The company has two other UK offices – in Winnersh and Berkshire – and further operates a hub in the US (Boston). “Successful customer onboarding is of vital importance to our business. It requires a deep understanding of the unique needs of each customer, the challenges they face, and critical success measures, as well as delivering above expectations. As a former customer Nick brings valuable expertise and insight to Artesian”, says Andrew Yates, Founder and CEO of Artesian Solutions.

Boardman says that he sees significant potential for adding value to the operations of banks, which, he says, are facing a rapidly changing environment and a mixture of disruptive forces. “The banking sector is faced with the looming presence of the challenger banks, the burden of regulatory compliance, political pressure to increase lending, and the need to bring back the feel-good factor by understanding and engaging customers, and finding solutions that target their pain.” He states that Artesian’s solutions can “help ease the strain”, by making it easy to gather up-to-the-minute insight and intelligence on clients, prospects and competitors. “It is keeping businesses one step ahead of the competition, closer to clients, and helping win new business and increase net promoter scores.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.