Expand Selects Third Financial to Advance Customer Relationship Management Capabilities June 28, 2010 05:13 AM Eastern Daylight Time   LONDON--(EON: Enhanced Online News)--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.”  About Expand Founded in 2001, Expand (www.expandconsulting.com) provides decision-support and research services, enabling the development, validation and execution of better business and technology strategies. Expand has structured its organization around the needs of its clients. Each delivery team provides unrivalled levels of industry experience in financial markets, technology and IT services. Expand is a privately owned organization with headquarters in the City of London and subsidiaries in New York and Singapore. About Third Financial Software Third Financial Software (www.thirdfin.com), with offices in London and Broome, Worcestershire, is a technology company focused on providing software and services to the wealth management community. The tercero Wealth Workstation, Third Financial Software’s new generation wealth management platform, has been developed to provide an integrated wealth management solution for discretionary and advisory managers. Contacts Metia Natalie Shamshoum Tel: + 44 (0) 20 3100 3655 Email: natalie.shamshoum@metia.com Permalink: http://eon.businesswire.com/news/eon/20100628005718/en