LONDON--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. “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.” Prior to this selection, Expand relied on legacy databases for CRM, which...

New success in the insurance sector for Cameleon Software TOULOUSE, France & CHICAGO--Cameleon Software (Paris:CAM), the leader in the offer design, product configuration, pricing and quoting software market, announced today that Agrica Group, a French provider of personal protection coverage to the agricultural sector, offering savings, personal protection and health coverage to companies and people through its website and agencies, has selected Cameleon’s software to simplify its sales process. Pierre Blachon, Agrica group vice president for policy management services, explained, “Customer satisfaction is our top priority. Because each customer has his or her own needs, we must offer personalized proposals and products. To achieve this goal, we considered it necessary to rethink our overall commercial approach. This provided the impetus for adopting a solution to harmonize...

Credit union streamlines workflow, improves operations and increases member service GLASTONBURY, Conn.--Open Solutions Inc.®, a leading provider of integrated, enterprise-wide data processing technologies for banks and credit unions throughout the United States, Canada and other international markets, announced Sunshine Coast Credit Union has added Digital Document Systems eSign, eReceipt and eReport solutions to streamline and automate business processes. Digital Document Systems is an Open Solutions business group that provides Web-based information archive and delivery systems for financial institutions. “Open Solutions is committed to providing...