Flexibility Matters: How One Financial Is Using SugarCRM to Get Closer to Customers

The last few years have been challenging ones for financial services firms. To succeed, leading companies are implementing CRM processes and technology to embrace their customers.

One Financial, a Foreign Exchange provider based in London, decided to revamp its customer-facing processes to win more customers and provide better ongoing support. This webcast will detail how One Financial partnered with Sugar Refinery to implement SugarCRM across its company.

Speakers:

  • Steven Blios, IT Manager, One Financial
  • Nick Holt, President/CEO, The Sugar Refinery

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