Janna Systems tells us that Jefferies & Company has selected its Enterprise Suite 2001 to help synchronize customer interactions across its institutional sales, research and corporate finance units.
Enterprise Suite 2001 combines enterprise relationship management with web-based personalization and content management. Los Angeles-based Jefferies will be using it to give its client-facing staff access to customer information, and personalized self-service via the web.
“Technically, the wireless platform and potential for further customization made possible by the open architecture of the product offers tremendous opportunity for value-added enhancements in the future,” commented James Nikolai, chief information officer of Jefferies.
“The seamless integration of agent-based CRM with customer self-serve across the web has become a necessity for success in the financial services market, and is an arena in which our technology shines,” said William Tatham, president of Janna Systems.
Jefferies & Company is an institutional brokerage firm trading in equity, high yield, convertible and international securities, as well as research for institutional investors, and an investment bank for middle market companies.
Jefferies Group employs 900 people in 19 offices worldwide, including Boston, Chicago, Dallas, Hong Kong, London, Los Angeles, New York, Paris, San Francisco, Tokyo and Zurich.
Janna Systems is a provider of eRelationship solutions for the financial services industry. Headquartered in Toronto, Canada, Janna has sales offices and partners worldwide.