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CRM for Insurance at KBC - FutureA project
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Wim Geukens
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crm for all KBC agents, based on MS CRM 2013.
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CRM for Insurance at KBC - FutureA project
1.
FuturA CRM-4-Insurance Agent Jo Vanackere
– Enterprise Architect The story of Martin Fowler, an old man, Louis Neefs and an onion
2.
bank-insurance 5 home
markets Belgium Czech Republic (since 1999) Slovakia (since 1999) Hungary (since 1997) Bulgaria (since 2007) Local responsiveness 3 main customer segments Private SME Mid-cap Sustainable relationships
3.
4.
1001 applications, XL’s, forms, … Diversity
& Lack of integration Poor data quality Im-mobile Document mess No operational nor commercial support
5.
6.
Marketing Order & Contract Mgt Contact & Task
Mgt Single View Morning Day Evening Team Operations Individual Sales Dashboard Customer journey Commercial approach Product process
7.
8.
9.
Client info Contract info Operational tasks Transactions Commercial info Commercial activities Customer centric Data portal
Action portal User Experience Mobile Seamless integration with personal productivity tools Omni channel
10.
11.
12.
13.
14.
15.
http://martinfowler.com/bliki/StranglerApplication.html
16.
17.
18.
19.
Data architecture in a
heterogeneous landscape Integration architecture in a heterogeneous landscape Security architecture a heterogeneous landscape Scalability & Performance a heterogeneous landscape with data³ Agile@Enterprise Scale
Download now