SOUTH HAMPTON, UK, July 18, 2012 (Press-News.org) Esip Finance announced today that it is implementing a Web-based CRM for its wealth advisors. By the end of 2012, all of its staff in France and Southampton will be running Oracle's Siebel CRM system.
"We've been analysing how various CRM systems can fit our needs, and have finally decided on Siebel seeing as we found it to be the most flexible for our purposes" said ESIP CTO Michael Friedl. "the new system will combine the business processes of Esip Finance with the inherent benefits of CRM and the cloud - it will bring our different offices much closer together. It also will align with our reputation for great products, great service, and our know-how of running a wealth management business."
With the installation of Siebel CRM, Esip Finance will benefit from its " critical features that advisors need to deliver great client service and run efficient businesses. I will also improve with the great service and support that existing Esip Finance users are used to."
Esip Finance (http://www.esipfinance.com) is an industry-leading financial firm with offices in Southampton and Lyon, France. Esip Finance was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams
To learn more about the Esip Finance, you are requested to visit http://www.esipfinance.com
Esip Finance is Embracing The Cloud With Its New Web-Based CRM
Esip Finance announced today that it is implementing a Web-based CRM for its wealth advisors. By the end of 2012, all of its staff in France and Southampton will be running Oracle's Siebel CRM system.
2012-07-18
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[Press-News.org] Esip Finance is Embracing The Cloud With Its New Web-Based CRMEsip Finance announced today that it is implementing a Web-based CRM for its wealth advisors. By the end of 2012, all of its staff in France and Southampton will be running Oracle's Siebel CRM system.