Have You Checked Out ENSI Lately?

Essex National Securities, Inc. offers a robust technology platform that can help your financial institution serve the investment needs of your clients. For over 15 years, ENSI has demonstrated a commitment to provide the talent and tools necessary to support our client’s success.

Our technology platform has enhanced visibility, supplying your representatives with the most up-to-date tools to facilitate growing their business. These tools include: A comprehensive CRM integrated with on-line form completion; Calendar, Outlook and PDA synchronization; Referral tracking capabilities; Straight through on-line brokerage account opening; as well as the ability to integrate investment client data with your customer information systems and on-line banking tools.

ENSInet has an integrated functionality that provides representatives and program management with best practices capabilities that include an advanced rep and management dashboard, complete assets under management analysis and tracking, full commission accounting functionality, advanced, customizable program reporting, and customizable sales & marketing materials.

To learn more about us and how we can help you, we invite you to browse our website, or contact us directly for more information.