Finance
Skip the Words? Demo It!
Go here: EBOSS
Why?
Essential Systems have many years of experience in providing secure and reliable online platforms to the financial industry. We are constantly developing our Electronic Broker Online Support System which rivals even the biggest CRM systems. Already popular among brokers because of its powerful sourcing tools and document management facilities EBOSS recently gained powerful affiliate and lead management allowing brokers to pick from a pool of leads and distribute based on a range of algorithms. You can even ask that our central call centre handle your leads initial stages.
Sourcing Tools
Essential Systems are behind the new FinanceUK comparison site offering product comparison from over 4 different markets and thousands of products. This data is used to help people like you score and source your finance leads against the right products. Making the long and arduous manual process efficient and automated.
However, we don't just rely on a single source for our leads. We have long-standing relationships with over 700 affiliates who can provide high quality leads.
Document Generation
Whether you're printing applications or agreement documents EBoss is capable of generating and managing your paperless office from start to finish. A variety of formats are available and if we don't already produce it we'll certainly look into it for you. We pride ourselves on integrating with legacy technology and proving an open and flexible product.
Integration with Credit Reference Agencies
Credit checking is crucial to the financial industry and its also a major part of our services. Providing XML integration with the three major credit reference agencies (Equifax, Experian, etc) and a range of lenders we can help you credit score your customers quickly and efficiently all in one place.
Phone Integration
As part of our continued commitment to streamline all business processes we've managed to incorporate a high level of integration into open source PBX systems. Meaning you can record customer calls, monitor sales team stats, conference calling and VoIP. The possibilities are endless.