Achieve full integration with existing online financial services platform, as well as existing resources such as Outlook and Google Docs

This enables us to properly know our clients, remain up to date with your changing circumstances, and provide you with relevant advice, management and reporting wherever you are, both now and in the future. Our service is truly portable and removes all geographical boundaries.

The CRM system is sourced from Salesforce, acknowledged as being the world leader in customer relationship management services. However, rather than use this product as a bolt-on as others do, Essential has gone much further and completely integrated it to turn our platform into an interactive and intelligent application.

Indeed, Salesforce is so impressed with our efforts that Essential is one of the very few companies (from an 80,000 strong client base including brands such as Google, Starbucks, Dell, The Wall Street Journal etc.) to be featured in a case study on their website. Please take a look!