Our consultants have worked with customers in the financial industry in implementation of SugarCRM to achieve their business objectives.

• Our customer, the leading financial service company in the region offers services to retail, corporate and institutional customers. To streamline operations and manage marketing activities such as events, seminars, campaigns etc, they decide to select SugarCRM as their key CRM platform over other CRM such as Salesforce and Microsoft Dynamix CRM because of SugarCRM flexibility and attractive cost structure.
• Another online trading platform company with prescence in China work with iZeno to implement SugarCRM. With the availablility of SugarCRM in simplified chinese, iZeno provides onsite deployment including training and support to the local chinese.
• Singapore based financial service advisory firm deploys SugarCRM to manage its telemarketing activities. With the help of iZeno, SugarCRM user interface is configured to minimize the number of clicks and to improve user experiences. Calls records and appointments can be autocreated using SugarCRM workflow engines.