Sep 22, 2012
Esip Finance is built upon the principles of expert advice, professional objectivity, a dedicated approach to client service and financial solutions customised to the specific needs of our clients.
Aug 01, 2012
In survey results released today, research by Esip Finance describes how advisors and wealth managers are most successfully winning new business and what marketing tactics are most used to build awareness.
Jul 17, 2012
Esip Finance announced today that it is implementing a Web-based CRM for its wealth advisors. By the end of 2012, all of its staff in France and Southampton will be running Oracle’s Siebel CRM system.