Expand Selects Third Financial to Advance Customer Relationship Management Capabilities

London - 28 June 2010

Third Financial Software, provider of wealth management technology solutions, has today announced that research consultancy, Expand, has selected its tercero CRM solution to better manage its growing roster of capital markets and wealth management clients. This customer relationship management (CRM) application will drive down Expand’s operational costs, help it improve client servicing, and provide accurate business metrics. Due to go live in August, tercero CRM will be used across Expand’s locations in London, New York and Singapore.

Prior to this selection, Expand relied on legacy databases for CRM, which no longer supported its changing business needs. It required a solution that would provide a secure and auditable process to manage its clients more effectively. Following extensive evaluation, Expand selected Third Financial due to its specialist knowledge and experience in wealth management and capital markets, as well as the strengths of its fully configured system.

Raza Hussain, group managing partner of Expand, said: “Our deployment of Third Financial’s tercero CRM solution will give our management team a deeper level of customer insight, sales revenues and profitability. This will empower us to deliver higher levels of client service, while driving further business growth.”

Expand’s relationship management team and senior managers will use tercero CRM to manage its client communications and its expansion to new audiences. With a proven low cost of ownership, tercero CRM provides a full contact history, a 360-degree view of client activities and relationships and extensive data mining facilities.

Gary Linieres, a founding director of Third Financial, added: “Our CRM system has been specifically designed for the wealth management and capital markets, and those that serve them. Not only will it provide Expand with a single client view, it will enable improved contact management and client servicing, without taking on unnecessary operational expense. We’re pleased to be working with this rapidly growing organisation and supporting it on a global scale.”

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