How Harper Macleod uses Beauhurst to Drive Smarter Research, Compliance, and Client Engagement
"It's like having a digital Filofax in your pocket. If you require data, source, facts, figures, or insights, you just type a few key words into the platform and the information is there."
Working with Beauhurst delivered
Time saved: Saved research time per prospect client meeting.
Better risk assessment and compliance: Expedited due diligence processes and simplified Anti-Money Laundering checks.
Business development improvements: Better targeting of clients in specific geographical areas and industries.
Why Harper Macleod chose Beauhurst:
- Comprehensive insights: The Beauhurst platform provided everything Harper Macleod was looking for. Not just financial data, Beauhurst also offers daily news reports, briefing packs, and deal brochures that give context beyond static information.
- Business development support: Beauhurst enables precise targeting of clients in specific geographical and industry sectors, supporting risk assessment, compliance checks, and event targeting.
- Strategic alignment: The platform enables the firm to be more data-driven. Our platform’s flexible search functionality and dedicated account management goes beyond typical data provider relationships.
- Time efficiency: Beauhurst dramatically reduces manual research time, allowing team members to quickly generate insights, prepare for client meetings, and access detailed company information with minimal effort.
The Challenge
Harper Macleod has always been focused on delivering excellent client service, but saw opportunities to improve efficiency and access to deeper insights. Researching companies involved manually pulling information from multiple sources. “Otherwise, we would be going to multiple sources to locate that information,” Anne Macdonald told us.
The firm was also looking to better target clients in specific sectors and regions, but required a streamlined way to profile potential opportunities. “We were very keen to find different resources that could help us with data insights,” Anne explained. With Beauhurst, they could access everything in one place.
Compliance was another priority, and while Harper Macleod was diligent in meeting AML requirements, due diligence processes were time intensive. “We’re extremely conscious of our regulatory requirements,” said Anne, highlighting their commitment to high standards and the need for more accessible, in-depth company data.
The Solution
Centralised data platform for faster, more efficient research
Beauhurst enabled Harper Macleod to streamline its company research, significantly reducing the time spent preparing for meetings. Instead of manually sourcing data across multiple platforms, the team can now quickly input company details and generate comprehensive profiles in moments.
Anne explained, “We can quickly plug in the details and have our PDF overview of the company profile and main sectors.” Beauhurst replaces time-intensive preparation with fast, reliable insight.
Targeted client profiling for smarter business development
With Beauhurst, Harper Macleod has enhanced its ability to identify and engage prospective clients. The platform allows it to create targeted lists for event invitations, profile businesses by sector or stage, and engage more meaningfully with both existing and potential clients.
“We use Beauhurst to profile companies and businesses that we could invite to events, the insights and industry categorisation allow us to better tailor the invitation”,” said Anne, demonstrating how Beauhurst supports a more strategic, personalised approach to outreach.
Comprehensive due diligence for confident compliance
Harper Macleod also strengthened its compliance processes with Beauhurst, simplifying AML checks and gaining quicker access to complex company structures and ownership details. This made it easier to identify red flags and verify financial information as part of their regulatory responsibilities.
“When undertaking AML, we have to delve deeply into the group structures and ascertain the beneficial owners and connected parties. We can do that easily with Beauhurst,” Anne noted, pointing to the platform’s value in supporting detailed, confident due diligence.
The Results
- Time saved — Reduced research time per client/prospect client meeting
- Smarter resourcing — Strategically allocated 22 licenses across key teams
- Streamlined workflows — Minimised manual research from multiple sources
“If we can save time and have confidence in the accuracy of the information and data we're provided with, then that is a double win.”
Beauhurst has delivered measurable improvements across Harper Macleod’s operations—from preparation and compliance to business development and team confidence. Client meeting prep is now faster and more impactful, giving teams more time to focus on delivering value and providing junior team members with a stronger foundation of insight.
“For a junior team member, when you can prepare for a meeting and have a little booklet of knowledge and facts about the client, it’s a very good confidence builder,” Anne noted.
Targeted event outreach and client engagement have also seen meaningful gains. By using Beauhurst to profile businesses by sector and stage, Harper Macleod now creates more personalised, relevant touchpoints for its network. As Anne explained, “It helps to ensure that we are even more educated about sectors, clients and their business.”
Strategically, the firm has embraced a more data-driven approach, streamlining due diligence and AML processes with faster access to complex ownership and financial structures. These improvements have not only enhanced operational efficiency but also reinforced Harper Macleod’s credibility and professionalism in every client interaction.
See the platform for yourself
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