Case Study: Lincoln Private Investment Office achieves secure, remote‑ready SharePoint CRM and automated workflows with Iglu

SharePoint CRM for Wealth Management Company

Lincoln Private Investment Office, a boutique wealth manager in London, engaged Iglu to modernize its client-records and collaboration systems and to unlock the full potential of Office 365. Facing FCA record-keeping requirements, a fast-growing team, and the need to avoid off-the-shelf CRM compromises, Lincoln wanted a single, secure, easy-to-use platform that they controlled and that would support remote working and human‑centric client interactions.

Iglu delivered the Oxygen CRM and later upgraded it to the Oxygen Financial Services Digital Workplace on Office 365/SharePoint Online, adding an intranet, Teams/Yammer integration, an Investment Dashboard, workflow automation, GDPR tools, DocuSign integration and full end‑user/tech management. The result: seamless remote working with no productivity loss during COVID, a digital signature solution deployed in two days, multi‑year support and tighter compliance and automation — demonstrating measurable speed-to-value and improved operational resilience thanks to Iglu.

Lincoln Private Investment Office