Following a review of its existing systems, Brilliant Solutions will move its core client and case management onto the OMS platform.

The change is set to centralise client data, strengthen case tracking and support more consistent processes for advisers and lender partners and provide a platform to support future growth.

OMS chief executive Dale Jannels says: “Brilliant Solutions is a well-known and highly respected name in the intermediary market. Its model involves managing complex cases across multiple lending areas, so having a single CRM is essential to delivering a wide range of client needs, supported by one platform that brings data, processes and visibility together.”

Brilliant Solutions managing director Michael Craig adds: “Choosing to adopt OMS is a really important step forward for us at Brilliant. As we continue to grow, it’s vital that we invest in the right infrastructure to support our brokers and deliver a seamless experience for our clients. OMS allows us to simplify the process, improve communication, and stay closer to every case from start to finish.”