Case Study Trust Matters

Trust Matters is a small Irish business with offices in Santry and Dundrum, Dublin. They offer a financial planning service providing strategic and practical advice to individuals, families and businesses. Services include pensions, savings and investments, financial services and protection.

The business approach is very personal and hands on, where they prioritise strong client relationships with trust and peace of mind at the heart of everything they do. On any given day they could be restructuring loans, seeking investment opportunities, or even ensuring there is adequate “death benefit” for next of kin and children. Mutual trust is a key component as it involves large sums of money.

Like all financial institutions, Trust Matters is governed by the Central Bank and compliance to regulation and guidelines is essential to their existence. Trust Matters Executive Assistant, Sarah Milne says “as an entity regulated by Central Bank of Ireland our database needs to be updated constantly and in line with all their regulations. And as a result of using GeoAddressFix we have been able to ensure that we are compliant and in keeping with all rules and regulations.”

When GDPR came into force Sarah manually inputted client Eircodes into her database but wasn’t 100% sure of its accuracy. Sarah adds “having addresses and Eircodes up to date is vital to our company, particularly during this difficult time of national emergency when we are communicating to our clients every week. I found GeoAddressFix extremely user friendly, with nothing complicated involved. From logging in, to uploading our files and downloading our clean address list, completing the whole process was very easy. I would have no problem in recommending GeoAddressFix to anyone.

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