Case Study: Global Loan Agency Services Limited achieves streamlined transaction management and improved customer satisfaction with Insightly

Insightly makes it easier for GLAS to understand and serve its customers

Global Loan Agency Services (GLAS) is a London-based independent loan agency, founded in 2011, that administers more than €475 billion in assets daily for law firms, banks and financial advisors worldwide. With offices across multiple time zones and a growing pipeline of complex transactions, GLAS needed a CRM to simplify business development, customer engagement, project delivery, and reporting while keeping client information unified and accessible.

Insightly provided intuitive contact management, Outlook integration, opportunity pipelines, project tracking and flexible reporting, enabling GLAS to centralize emails, files and transaction histories and convert mandates into coordinated projects. The result is a collaborative, 24/7 workflow that reduces duplicate outreach, speeds customer service, clarifies deal status, improves accountability and delivers better business insights — with plans to expand dashboards, MailChimp and invoicing integrations.

Global Loan Agency Services Limited

Samantha Dinnan

Marketing