The company was launched (as Trustworks NZ Ltd) in 2012.
Initially 20 months was spent on research and development before launching the trust management solution in February 2014. Rapid development has seen Connectworks expand to also provide a comprehensive solution for companies, plus individuals and estates of the same configurable platform.
The solutions are unique in that instead of being purely entity management software, they also consist of :
Content - over 500 up-to-date document templates, clauses and workflows.
Client engagement tools – including electronic signatures, manual signing and even a mix of methods can be used on the same document. There is a branded client portal and a simple annual return verification process.
Multi-party access options – to engage clients, protect trustees from ultra vires acts and streamline management.
Single login - the ability to manage multiple entities on the same platform gives firms a complete view of the client and means there is one system to learn, and one login for both professionals and their clients.
Connected software - e-file annual returns directly to the NZ Companies Office, notifies Inland Revenue of trustee changes, syncs client contact details of Xero customers via Xero HQ and more.
Jerry is the CEO, Head of Product and co-founder of Connectworks as well as a director.
He was the first person to become Dux of Scots College while not in their senior year. He then went on to gain a PhD in Mathematics from Tulane University in New Orleans on a Fulbright Scholarship.
He has started several technology companies including Run the Red and Midas Infomedia.
His strength lies in improving business processes, analysis, software development and management.
The concept of cloud-based, multi-party trust management software came from his frustration with the management of his own family trust, where several advisors and trustees had changed.
He developed the idea of Trustworks (now Connectworks) with co-founder Andrew Finch in 2012.
Andrew grew up on a dairy farm in Temuka and graduated with degrees in law and psychology in 1997.
He then started work at Blenheim law firm Hardy-Jones Clark where he became an associate in 1999 and partner in 2003.
Despite never having been being a professional farmer, he was crowned Zealand’s Young Farmer of the Year in 2000.
In an agrarian town, Andrew’s combination rural and legal knowledge and experience has served him and his clients well and he was awarded Property Lawyer of the Year at the 2009 Law Awards.
Andrew also manages a significant portfolio of family trusts. His frustration with outdated systems, particularly single-party software for multi-party entities, led him to co-developing the concept of Trustworks (now Connectworks) with Jeremy Buckley.
He is still partner at Hardy-Jones Clark but contributes time to Connectworks as legal writer, legal counsel and a director.
Nigel has had a long career in advertising, including 13 years as media director of large agency, Clemenger BBDO prior to their media operation being spun off as a separate business, OMD in 2008.
Nigel was managing director of OMD in Wellington until resigning in November 2010.
In his career, he has had many successes including 9 Gold CAANZ media awards, Best in Show at the same awards and a Cannes Gold Lion.
He was also a judge at the prestigious Cannes Lions awards in France in 2005.
Nigel was a member of the CAANZ Media Committee and an industry representative on the Advertising Standards Complaints Board.
He is still a member of the Advertising Standards Appeals Board and adjudicates on advertising disputes between some of New Zealand’s largest companies.
Despite graduating with a degree in accounting and marketing, Hamish spent his first 5 years in the NZ Army.
Following a career switch to BDO, he then joined his fathers’ accounting firm, which he re-branded as Openside. Another change of path saw Hamish working for a building firm until 2006 when it was eventually acquired by Deloitte.
A client of Openside was Rod Drury. They worked together to develop the concept of Xero, becoming co-founders in 2006.
Hamish held a number of roles at Xero including UK managing director and was a director of the company for the first 5 years.
He is now retired and living in Queenstown, where he has an involvement in a small number of companies.