LOCATION: 10325 N. Port Washington Road, Mequon
WEB SITE: www.celerasystems.com
YEAR FOUNDED: 2000
PRODUCT OR SERVICE OFFERED: Celera Systems develops and delivers integrated sales, marketing, defined contribution and client communication management systems. Our financial solution includes esolutions, sales reporting and customer
relationship management value-added solutions, consulting and systems integration services. Our systems as a service solution are designed to increase sales and enhance business performance. With extensive experience in the financial industry, Celera has a proven track record for helping our clients reduce costs, enhance sales, focus on their core competencies, improve customer service and implement new technologies in a rapid manner. Our solution is viewed as a strategic asset for our clients.
PROJECTED 2006 REVENUE: Not disclosed.
LEADERSHIP TEAM: Mike Giunta, director, principal and director of product development; Kevin Klein, principal and director of technology; Gary Maradik, principal and director of business development.
TARGET CLIENTELE: Our clients are global, national and local mutual fund companies,
insurance companies, banks, broker/dealers and financial advisory firms that are leaders in their industries.
BUSINESS ORGANIZATION MEMBERSHIPS: Investment Company Institution, the National Investment Company Service Association and Bank Insurance and Securities Association.
WHAT HAS FUELED YOUR COMPANY’S GROWTH? Our growth has been fueled with new clients and penetration of our current clients. We have a proven solution and have maintained high client retention. We continue to expand our relationships to multiple divisions within our client base and this has resulted in our growth. Our new products have provided new solutions and perpetuate our growth.
DO YOU PLAN ANY CHANGES IN YOUR COMPANY IN THE UPCOMING MONTHS? We are focusing our strategic planning on new products and alliances with other leaders in the financial industry. Our product focus is on client communications, sales tools, knowledge information, compliance, defined contribution tools and sophisticated on-line customizations.
We have added an office in San Francisco and continue to increase our staff and products.
WHO ARE THE BUSINESS PEOPLE, LOCALLY OR NATIONALLY, WHOM YOU ADMIRE? AND WHAT TRAITS DO THOSE PEOPLE EXHIBIT THAT MAKE YOU ADMIRE THEM? We admire business leaders that run their companies in a balanced way that benefits shareholders and employees alike while acting as a responsible corporate citizen.
WHAT IS THE OUTLOOK FOR THE BUSINESS CONDITIONS OF YOUR INDUSTRY OVER THE NEXT SEVERAL MONTHS? We are cautiously optimistic of the business
conditions over the next several months. We continue to convert new clients from our lead list and add new prospects. We continue to penetrate our existing client base and there is a willingness to increase expenditures for a known solutions provider that has demonstrated the ability to deliver a quality solution.
Congratulations from these strategic partners:
