One E Systems Launches Innovative, Cloud-Based Marketing, Sales, and CRM Technology Platform for the Financial Services Industry

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One E Systems today announced the launch of their cloud-based SaaS fully-integrated marketing, sales, and customer relationship management (CRM) automation platform for the financial services sector.

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Our technology platform is not only easy to use and incredibly comprehensive, but is driving value and ease into the financial services consumer experience.

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One E Systems today announced the launch of their cloud-based SaaS fully-integrated marketing, sales, and customer relationship management (CRM) automation platform for the financial services sector that has been market tested, refined, and well-seasoned by industry dynamics over the past decade. This is a watershed event for the privately held company, recently founded by financial services and insurance industry veterans, Todd Ruplinger and John Clifford.

“Our technology platform is not only easy to use and incredibly comprehensive in its suite of tools at-the-ready for all players in the financial services supply chain; but, more importantly, our 1ESystems CRM platform is driving added value and ease back into the financial services consumer experience,” stated Todd Ruplinger, Principal of One E Systems, LLC.

The financial services sector has been very slow to evolve in terms of addressing the points of pain experienced by today’s financial consumer. The act of searching for and purchasing a financial services product such as life, health, property, casualty, disability insurance, annuities, warranties, affinity club memberships, and other financial instruments, has never been user-friendly. Navigating the purchase cycle is confusing, laborious and fraught with a sea of documents that require signature, witnessing, and red tape processes of substantial complexity that frequently lack convenience and burden consumers with increased costs. Consumers react with frustration and avoidance. Roughly 70% of Americans do not understand what many financial products are, let alone how they can benefit them.

The need to drive added value into product distribution, marketing, and sales channels is priority one for financial services institutions as more consumers, empowered with greater product knowledge and breadth of online resources, come to the marketplace for the first time with clearly formed opinions about product features and benefits based on their specific needs. Eighty-five percent of consumers do research online and many consumers have made up their minds 57% of the time prior to purchasing an insurance product.

“Consumers have evolved and for many in our industry, the industry has not evolved to meet those rapidly evolving consumers. There has been a real disconnect. Interestingly, however, our technology platform is rapidly filling that void driving dramatic improvements in the consumer experience when working with distributors, intermediaries, and other users of our platform,” stated John Clifford, Principal of One E Systems, LLC.

Todd Ruplinger continues, “Consumers demand speed, convenience, security, and efficiency in their dealings with financial products just as they do when shopping for and purchasing higher-end non-financial products.”

The One E Systems CRM platform has been business-proven over the past 10 years and creates efficiencies in the financial services supply and distribution chain. Streamlining the way in which consumers and all parties within the financial services supply and distribution chain are forced to interact with the process of creating, marketing, selling, and buying financial services products is what the One E Systems platform enables from the ground up. Currently, the One E Systems platform has been adopted and is in wide use by more than 4,000 distributors and numerous financial institutions around the country.

Todd Ruplinger believes the One E Systems’ point of competitive difference lies in their real-world experiences spanning the entire financial product supply chain through to the consumer front lines.

“We are quite proud of our insurance industry heritage. Our team’s years of experience in financial sales, marketing and technology innovation are woven throughout our product. We are intimate with the pitfalls of the old system and continue daily to evolve it for all parties. Our innovations are a byproduct of extensive real-world financial expertise.”

The One E Systems cloud-based SaaS platform is organized by high level tasks including Prospecting, Sales & Case Management, plus a Virtual Marketing System. Prospecting features include an integrated quote engine, dynamic website creation and customization, seamless integration with CRM so prospect information auto-populates and flows into customized marketing tasks including lead generation and prospect capturing, drip e-mail marketing campaigns, appointment reminders, auto follow-up tasking, annual policy review communications, templatized e-newsletters, improved customer engagement, and simplified customer maintenance.

The resulting benefits are improved time management, greater freedom for users to build and extend existing client relationships, expand knowledge-sharing, educate about product offerings so consumers can easily identify their best options based on their specific financial goals. The One E Systems platform unshackles representatives from the fulfillment process so they can actively educate and provide the knowledgebase and resources online and offline that their clients’ desire.

Previously, the One E Systems was only available as part of a complete brokerage package. The One E Systems software is now available separately to provide a complete cloud-based SaaS sales, marketing, and CRM solution. The core 1E platform can be configured to match each client’s specific needs.

What sets One E Systems apart from other offerings is a technology that is time-tested in today’s financial world by experts with proven success in sales and marketing. One E Systems also has complete technology platform support and consulting with three call center locations in Boise, ID; Seattle WA and Colorado Springs, CO.

About One E Systems, LLC.

The company is a leading provider of integrated marketing, sales, and CRM technology solutions for the financial services industry and is headquartered in Boise, ID with an East Coast office in Annapolis, MD. For more information, please visit http://www.1ESystems.com or please contact our Sales Desk at (888) 890-6210 or email us at info (at) 1eSystems (dot) com.

1 Source: LIMRA Consumer Study, 2012
2 Source: Transamerica, 2013

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Steve Inch
1E Systems
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