Dunstan Thomas B2B Case Studies & Customer Successes

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Dunstan Thomas provides technology solutions for the financial services market, the energy market and across a broad spectrum of other markets, with software solutions, training, consulting and support services. Dunstan Thomas has been delivering solutions to the financial services market for over 30 years.

Case Studies

Showing 30 Dunstan Thomas Customer Success Stories

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Alliance Trust Savings improves D2C retirement decision-making with Dunstan Thomas Imago Tools

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Alliance Trust achieves rapid pension illustrations for advisers with Dunstan Thomas' Imago Illustrations platform

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Ascentric achieves rapid SIPP launch and scalable, compliant pension administration with Dunstan Thomas Imago Back Office

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ATOC achieves secure, AWS-hosted Sparx Enterprise Architect collaboration with Dunstan Thomas Consulting

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Benchmark launches a compliant SIPP rapidly with Dunstan Thomas Imago Administration

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Benchmark Capital achieves rapid, compliant Fusion Wealth SIPP launch with Dunstan Thomas

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Close Brothers achieves streamlined SIPP administration and improved client/adviser experience with Dunstan Thomas Imago Front & Back Office

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Curtis Banks achieves rapid, paperless adviser onboarding for 'Your Future SIPP' with Dunstan Thomas' Integro CX portal

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Discovery Group achieves seamless adviser onboarding and real-time adviser insights with Dunstan Thomas' Adaptive Portal

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Hargreave Hale achieves cost-effective, future-proof SIPP administration and increased client retention with Dunstan Thomas (Imago)

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IFGL Pensions migrates its book to Imago Administration with Dunstan Thomas

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Leading Communications and Infrastructure Company doubles software development productivity with Dunstan Thomas (Agile SCRUM & Team Foundation Server)

Leading Global Energy Company achieves seamless transfer and on-track delivery of European energy trading software with Dunstan Thomas

Major Infrastructure Provider achieves a streamlined software development lifecycle and reduced in-house development risk with Dunstan Thomas

Mattioli Woods achieves major operational efficiencies and automation with Dunstan Thomas

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Mattioli Woods achieves major efficiency gains with Dunstan Thomas

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Multrees Investor Services achieves secure, self-service client portals with Dunstan Thomas Integro CX

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Multrees Investor Services achieves a secure, unified digital client portal and faster white‑label app delivery with Dunstan Thomas

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Novia achieves early RDR readiness and regulatory foresight with Dunstan Thomas

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Saltus Investment Management achieves compliant, customisable pensions illustrations with Dunstan Thomas Imago Illustrations

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Seven Investment Management improves retirement income services with Dunstan Thomas

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Seven Investment Management (7IM) achieves rapid SIPP launch and automated straight-through processing with Dunstan Thomas

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Spire Platform Solutions delivers secure lifetime income innovation with Dunstan Thomas

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Spire Platform Solutions achieves a secure, compliant digital SLI portal and streamlined annuity processing with Dunstan Thomas

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Suffolk Life achieves real-time, Pension Freedoms-ready pension illustrations with Dunstan Thomas Imago Front Office v5

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Teleplan achieves re-deployable, branded repair portals for KPN and Telfort with Dunstan Thomas

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Third Financial delivers faster regulatory illustrations with Dunstan Thomas Imago Illustrations

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TrinityBridge improves SIPP illustrations and administration with Dunstan Thomas Imago

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Waitrose achieves extended ArchiMate modelling and full Sparx Enterprise Architect adoption with Dunstan Thomas Consulting

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Wealthtime achieves RDR-ready illustrations and compliance transparency with Dunstan Thomas

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