Travi@ta newspaper with ARTICLES about Single View of broker & customer, Contact Management, Activity Management, Goal Management, Sales Automation, Marketing Automation, Customer Care; TESTIMONIALS from AXA Belgium, Mercator Insurance, Mensura, Keytrade Bank, HPG Belgium, Delta Lloyd Life, Fintro, Microsoft; much more ... DOWNLOAD THE FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2012

1. FINANCIAL SERVICES
CRM SPECIAL
2012
www.traviata.eu
Delta Lloyd Life renews
BRM tool and chooses
Travi@ta’s Insurance Solution
Delta Lloyd Life continues to invest in its relation with their brokers in renewing its Broker Relationship
Management tool (BRM). This strategic commercial project aims to develop better broker knowledge,
improve business planning and ensure productivity gains in both sales and marketing departments.
It is therefore a key support tool to enable Delta Lloyd Life commercial force to be more efficient in its
interactions with its commercial partners.
They chose Travi@ta’s Broker
Relationship Management Solution
based on Microsoft Dynamics CRM,
including contact management,
broker data management, marketing events & campaign management
and activity management. Once
completed, the solution will allow
them, amongst others, to use BRM
as a fundament for broker relationship management, to run more efficient mailing campaigns and to
centralize all broker data in a single
central BRM database for sales and
marketing.
The Broker management
tool will make it possible to view
contractual broker data, manage
contact information of employees
in different offices, manage specific
information about each brokers office’s specialties and consult production data.
The Activity Management
feature should allow to monitor
all commercial activities between
Delta Lloyd Life’s sales team and the
brokers: plan appointments, follow
up on activities, view activity his-
tory, … Synchronization between
Lotus Notes and Microsoft CRM is
essential to prevent double entry
work.
With Marketing Events &
Campaign Management, Delta
Lloyd Life will be able to manage
incentives, monitor trainings and
implement satisfaction surveys
on the one hand, and set up campaigns, follow up on them, define
communication plans, manage
available marketing materials and
conduct mass emailing campaigns
on the other hand. To achieve this,
Delta Lloyd Life’s existing email
automation tool, that is not fully
integrated with the current Broker tool, will be replaced by ClickDimensions, an add-on specifically
designed for Microsoft Dynamics
CRM.
I
“Our new BRM tool will
allow us to develop better
broker knowledge, improve
business planning and
ensure productivity gains in
both sales and marketing
departments.”
Alexander Hof,
Marketing Project Leader
at Delta Lloyd Life
Why Dynamics CRM is a winning
solution in the Financial Services Industry
By Max Fatouretchi
More than 3,500 financial
institutions around the globe,
including Allianz, AXA, Barclays
and ING, are currently using
Microsoft Dynamics CRM
to gain a comprehensive
view of their customers.
The solution, which provides
rich out-of-the-box customer
relationship management
(CRM) functionality, is proving
popular in the Financial Services
industry as companies using it
not only achieve a rapid timeto-value compared to other
solutions on the market, but
they can take advantage of a full
range of deployment options,
and integrate and customize
it rapidly, allowing them to
realize increased efficiencies and
improved customer satisfaction
almost immediately.
360-degree view
One of the key benefits of Dynamics CRM is that it provides out-
Mercator
of-the-box contact management
functionality to allow a bank, for
example, to gain a complete 360-degree view of its customers. In a single screen it is possible to see the
entire customer interaction history
with the bank, open and pending activities, sales-related opportunities,
whether the customer has responded to any current marketing campaigns, and any open and pending
customer service requests. Furthermore, the solution can capture a customer’s interests and demographicrelated information so when they
walk into a bank branch or phone a
call center, the representative who
is dealing with them can pull up all
the relevant information they need
straight away to ensure they are offering the best service possible and
capitalize on any potential sales opportunities.
Enhanced productivity reduced costs
Microsoft Dynamics CRM is helping thousands of financial services
companies to enhance productivity through process efficiency while
Mensura
“Microsoft Dynamics CRM
is helping thousands of
financial services companies
to enhance productivity
through process efficiency
while reducing their
operational costs.”
Max Fatouretchi,
Dynamics Center
of Excellence
at Microsoft EMEA
HPG Belgium
reducing their operational costs.
Ultimately, the solution allows customer-facing employees to spend
more time on important client interactions.
Most of the tasks previously
managed manually – such as securing approvals and researching
credit information – are either fully
or partially automated, and with
data quality rules built into the financial CRM application, input errors are reduced, and customer details are less likely to be overlooked.
Deadlines and SLAs are monitored,
while specific customer requests are
flagged electronically, alerting employees in real time to follow up and
complete related tasks promptly.
In addition, the use of paper is decreasing and the solution is helping
employees improve and automate
their processes for managing data,
customer portfolios and collections,
sales campaigns, customer communications and feedback, intranet
content collaboration, key performance indicators and performance
dashboards.
I
AXA Belgium
Fintro chooses
Microsoft
Dynamics CRM
In their efforts to optimize
the communication between
employees and their Fintroagencies, Fintro, a distribution channel for BNP Paribas
Fortis, wanted to replace their
existing Activity Management
application. They chose Microsoft Dynamics CRM and
Travi@ta’s expertise in Financial Services. The new tool will
allow employees to work more
efficiently by enabling them
to manage all their activities
– from visit preparation over
visit reports to follow-up of action points – in one single centralized tool.
Browser
Flexibility
for Microsoft
CRM
Microsoft announced that
Microsoft Dynamics CRM’s
next service update in Q2 2012
will provide the flexibility to
consume Microsoft Dynamics
CRM through the most popular web browsers running on
both PC and Apple Macintosh
computers.
End users will be able to
access the Microsoft Dynamics CRM Web Client across all
modern Internet browsers on
various platforms, including
browsers such as Internet Explorer, Firefox, Chrome, and
Safari running on PC, Apple
Macintosh or iPad.
Keytrade Banking
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“Previously, retrieving
information was time
consuming. Microsoft
Dynamics CRM proved
to be the solution.”
“Microsoft Dynamics
CRM has brought
greater ease and
efficiency for our
contract managers in
the process of quote
creation.”
“With the Report
Wizard in Microsoft
Dynamics CRM, we
create all necessary
reports ourselves.”
“The analysis of the
contact history provides us with a wealth
of information. As a
result, the number of
incoming phone calls
has decreased.”
“The capabilities of
Microsoft Dynamics
CRM for marketing
purposes are endless.
Provided that you
know what you want to
do and measure.”