Today’s expatriate professionals are typically on the move from country to country during the course of their work. The biggest concern for most is how their investments will be managed in the future. Things WILL change in your life, so how’s your advisor going to know about those changes if you’re in different countries?

One of Essential’s clear competitive advantages is our state-of-the-art customer relationship management (CRM) system.

Our CRM system maintains a full client history, copies of all communications, and enables us to track and manage every aspect of our clients’ requirements. Most importantly, because the system is completely integrated with our platform, your advisor is automatically informed of any updates you make to your profile. This means that we are managing your money based on your objectives today and not, as with most, upon your objectives when you first started the investment.

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!