Delta Lloyd Life, one of the largest players on the life insurance market, set itself the objective of prolonging its growth in the years to come. After several mergers, it needed to align all resources and processes within the organisation to do this. In parallel with an ambitious Change Management programme, Delta Lloyd Life decided to invest in a CRM solution that was capable of centralising all information relating to the intermediaries - the financial advisers. Today, the sales team and the Marketing Department of Delta Lloyd Life are reaping the benefits with more efficient access to data that are of a higher quality. But above all, the CRM solution constitutes the platform for the realisation of a sales strategy: that of providing more intense support for customers with advanced digital intelligence.
Financial Services CRM Special newspaper. Edition 2013 with testimonials from Delta Lloyd Life, AXA Belgium, Keytrade Bank, CCV, Genii Capital and articles about Mobile CRM, Social CRM, CRM for Insurance, CRM for Banking, Single View of Customer & Broker, Marketing Automation, ...
DOWNLOAD FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2013
Mit digital transformation a roadmap for billion $ companies 2011Claire Calmejane
Claire Calméjane is a dynamic executive with an international experience to lead complex, large transformation projects & teams, monitor IT budget at large scale and a strong expertise in Digital Transformation and Digital Banking. She worked for the last 7 years for Capgemini Consulting in Paris, Boston (US) and London, for several banks such as BNPP, MABanque, RBS and airline industries. She lead the phase 1 of a research program around digital transformation program at MIT working with the researchers.Her research paper has been ranked as one of top 5 thought leadership pieces http://lnkd.in/htyHdj across consulting publications by Source. She joined Lloyds Banking Group in October 2012 to lead the delivery of the Service to Customer portfolio and embrace operation challenges after a decade in consulting. She is specialized in Digital Transformation and IT Financial Services. She graduated from a Computer Science Engineering School and holds a Master degree from HEC Paris Business School.
An Interview with Marc Menesguen Managing Director, Strategic Marketing for L...Capgemini
Leading a digital transformation at an established enterprise with entrenched brand loyalty and a traditional business model is no easy task. Yet executives at L'Oreal recognize that digitization represents "an extraordinary opportunity to strengthen our current business model and become even better at being the world's number one beauty group."
In this Capgemini Consulting interview, Marc Menesguen, Managing Director of Strategic Marketing for L'Oreal, explains that having commitment from the CEO was critical to making the strategy a success as was creating cross-functional teams of marketing, research, communictions, manufacturing and sales. Moreover, the company plans to double its investment in digital media from 5% to 10% in 2011 -- for both internal systems and external collaboration -- and to train 15,000 employees, including mangers, in "digital fluency."
Make it a valuable experience, think designCapgemini
Cloud-based apps have become the interface of preference for many of your clients, and conversational interfaces are just around the corner. Frederic and Maarten discuss how to create optimum interfaces by intimately involving your customer and how Design Thinking works in practice.
The economic downturn has been impacting companies' results for several years now. In this study, Magenta Advisory took a look at how digital business can help companies to get ahead of their competitors before the economy starts its rise again.
Reinforce the insurance value chain with predictive modelling and mlIndusNetMarketing
This ebook expands your knowledge of the insurance value chain and provides with end to end solution to elevate the customer experience through advanced technologies:
AI optimising marketing and distribution
Automating underwriting process by Machine learning model
Predictive analytics powered by AI to speed up claiming process
Financial Services CRM Special newspaper. Edition 2013 with testimonials from Delta Lloyd Life, AXA Belgium, Keytrade Bank, CCV, Genii Capital and articles about Mobile CRM, Social CRM, CRM for Insurance, CRM for Banking, Single View of Customer & Broker, Marketing Automation, ...
DOWNLOAD FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2013
Mit digital transformation a roadmap for billion $ companies 2011Claire Calmejane
Claire Calméjane is a dynamic executive with an international experience to lead complex, large transformation projects & teams, monitor IT budget at large scale and a strong expertise in Digital Transformation and Digital Banking. She worked for the last 7 years for Capgemini Consulting in Paris, Boston (US) and London, for several banks such as BNPP, MABanque, RBS and airline industries. She lead the phase 1 of a research program around digital transformation program at MIT working with the researchers.Her research paper has been ranked as one of top 5 thought leadership pieces http://lnkd.in/htyHdj across consulting publications by Source. She joined Lloyds Banking Group in October 2012 to lead the delivery of the Service to Customer portfolio and embrace operation challenges after a decade in consulting. She is specialized in Digital Transformation and IT Financial Services. She graduated from a Computer Science Engineering School and holds a Master degree from HEC Paris Business School.
An Interview with Marc Menesguen Managing Director, Strategic Marketing for L...Capgemini
Leading a digital transformation at an established enterprise with entrenched brand loyalty and a traditional business model is no easy task. Yet executives at L'Oreal recognize that digitization represents "an extraordinary opportunity to strengthen our current business model and become even better at being the world's number one beauty group."
In this Capgemini Consulting interview, Marc Menesguen, Managing Director of Strategic Marketing for L'Oreal, explains that having commitment from the CEO was critical to making the strategy a success as was creating cross-functional teams of marketing, research, communictions, manufacturing and sales. Moreover, the company plans to double its investment in digital media from 5% to 10% in 2011 -- for both internal systems and external collaboration -- and to train 15,000 employees, including mangers, in "digital fluency."
Make it a valuable experience, think designCapgemini
Cloud-based apps have become the interface of preference for many of your clients, and conversational interfaces are just around the corner. Frederic and Maarten discuss how to create optimum interfaces by intimately involving your customer and how Design Thinking works in practice.
The economic downturn has been impacting companies' results for several years now. In this study, Magenta Advisory took a look at how digital business can help companies to get ahead of their competitors before the economy starts its rise again.
Reinforce the insurance value chain with predictive modelling and mlIndusNetMarketing
This ebook expands your knowledge of the insurance value chain and provides with end to end solution to elevate the customer experience through advanced technologies:
AI optimising marketing and distribution
Automating underwriting process by Machine learning model
Predictive analytics powered by AI to speed up claiming process
Magenta advisory: Data Driven Decision Making –Is Your Organization Ready Fo...BearingPoint Finland
It’s nice to have loads of data. Nevertheless, many managers start to sweat when it comes to genuinely fact-based decision making. This study reveals the keys to leveraging big data successfully.
Isn’t it time you got married? Why subscription commerce is key to B2B success
Relationships underpin every business. In today’s always-on digital era, you can’t assume your customers will remain loyal – there are so many options, programs, and suppliers they can choose from for any range of needs. Aggressive disrupters are luring them away. Discover how Subscription Commerce can help preserve and grow your B2B business.
Speaker: Dave Harrelson, Capgemini
https://www.capgemini.com/events/sap-cx-live/
Learn about our powerful Construction Viz Project Tracking app available for Microsoft 365 and SharePoint. Project Tracker combines all your critical project information into a single interactive dashboard so you can quickly find and resolve potential issues, report on project status, and monitor the schedule and budget.
Read more about Project Tracker along with our complete suite of Project Management Apps at https://constructionviz.com/apps/
Pluto7 - Tableau Webinar on enabling Organization to be Data Driven in 201...Manju Devadas
Big Data and BI initiatives needs a holistic strategy and execution. The content walks through how an organization became data driven in less than 6 months with Tableau, Alteryx, Splunk and traditional BI enabled by Pluto7 ( www.pluto7.com )
Why Digital Transformation Is the Future Capgemini
Your end users are increasingly demanding personalized and relevant content, delivered via multiple channels that respond in new and innovative ways. This opens up a new spectrum of opportunities to increase customer advocacy and drive growth.
In this presentation, the VP for Digital Customer Experience at Capgemini exclusively shares the findings of an upcoming Capgemini Consulting and MIT publication titled "Leading Digital" (published by Harvard Business Review Press), based on a study of more than 400 organizations.
The presentation explains how these firms have successfully used digital to gain strategic advantage, sharing the principles and practices that can help achieve similar effective digital transformation to lay a profitable path to the future.
Originally presented by Simon Short, Head of Digital Customer Experience, & Arjan Kramer, Global Lead for Ocommerce, for Capgemini at Oracle OpenWorld 2014.
http://www.capgemini.com/oracle
Magenta advisory: Data Driven Decision Making –Is Your Organization Ready Fo...BearingPoint Finland
It’s nice to have loads of data. Nevertheless, many managers start to sweat when it comes to genuinely fact-based decision making. This study reveals the keys to leveraging big data successfully.
Isn’t it time you got married? Why subscription commerce is key to B2B success
Relationships underpin every business. In today’s always-on digital era, you can’t assume your customers will remain loyal – there are so many options, programs, and suppliers they can choose from for any range of needs. Aggressive disrupters are luring them away. Discover how Subscription Commerce can help preserve and grow your B2B business.
Speaker: Dave Harrelson, Capgemini
https://www.capgemini.com/events/sap-cx-live/
Learn about our powerful Construction Viz Project Tracking app available for Microsoft 365 and SharePoint. Project Tracker combines all your critical project information into a single interactive dashboard so you can quickly find and resolve potential issues, report on project status, and monitor the schedule and budget.
Read more about Project Tracker along with our complete suite of Project Management Apps at https://constructionviz.com/apps/
Pluto7 - Tableau Webinar on enabling Organization to be Data Driven in 201...Manju Devadas
Big Data and BI initiatives needs a holistic strategy and execution. The content walks through how an organization became data driven in less than 6 months with Tableau, Alteryx, Splunk and traditional BI enabled by Pluto7 ( www.pluto7.com )
Why Digital Transformation Is the Future Capgemini
Your end users are increasingly demanding personalized and relevant content, delivered via multiple channels that respond in new and innovative ways. This opens up a new spectrum of opportunities to increase customer advocacy and drive growth.
In this presentation, the VP for Digital Customer Experience at Capgemini exclusively shares the findings of an upcoming Capgemini Consulting and MIT publication titled "Leading Digital" (published by Harvard Business Review Press), based on a study of more than 400 organizations.
The presentation explains how these firms have successfully used digital to gain strategic advantage, sharing the principles and practices that can help achieve similar effective digital transformation to lay a profitable path to the future.
Originally presented by Simon Short, Head of Digital Customer Experience, & Arjan Kramer, Global Lead for Ocommerce, for Capgemini at Oracle OpenWorld 2014.
http://www.capgemini.com/oracle
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
CCV Belgium, a value-added distributor of electronic payment systems and a part of an international group, introduced a sophisticated commercial follow-up system for its direct sales organisation, from first contact to the signing of the sales order. It quickly became apparent that the company was unable to operate outside of a CRM system in order to share information and better follow up success ratios in the sales teams. Based on a needs assessment and a personalized demonstration, CRM partner Travi@ta was able to convince CCV Belgium to choose a solution based on Microsoft Dynamics CRM. The intention is that other countries within the group - the Netherlands, Germany, France and Switzerland - will follow Belgium's example.
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
De Lijn wanted to improve its customer service and is
therefore introducing Microsoft Dynamics CRM, with
the help of its CRM partner, Travi@ta. Travi@ta is also
integrating the software with various backend systems
so the new tool really is a single working environment
for De Lijn employees.
De Lijn offers improved, customized public transport service thanks to Dynami...Quadrant Communications
De Lijn wants to improve its customer service and is therefore introducing Microsoft Dynamics CRM, with the help of its CRM partner, Travi@ta. Travi@ta is also integrating the software with various backend systems so the new tool really is a single working environment for De Lijn employees.
Managed support cost and enhanced performance for the world's largest gaming ...Mindtree Ltd.
Mindtree collaborated with the customer to develop a new application, keeping in mind present and future requirements such as distributed scenarios, offline capabilities, cloud deployment and seamless integration with line-of-business applications.
The secret behind 7 efficient distribution companies Sage
The owners and managers of modern distribution companies know how important it is to ship orders on time and to provide great customer service.
In this SlideShare, you can see seven real-world examples of how distribution companies are using Sage CRM today to become more productive and efficient and to grow their business.
CRM stands for customer relationship management, and this software can help you become more profitable. Discover more on SageCRM.com.
L’Union des Industries Chimiques (UIC) is an industrial union body representing the chemical industry & manages over 5000 contacts spread over 1,400 different institutions.
"To improve the quality of our management of the rights of our members and our exchanges with them, we had to modernize and centralize our membership database,"
UIC choose Sage CRM to centralize and optimize the management and monitoring of its members.
Thanks to Sage CRM, UIC can now optimize the management and monitoring of its membership’s privileges and fees. It can also accurately target their membership base using the email marketing integration feature.
Dynamics365 for Marketing is integrated with other units of the CRM System such as Customer Service and Sales for better collaboration among functional units of the entire marketing department... http://bit.ly/2IvqnKu
CRMNEXT continues where traditional CRMs leave off. It eliminates the artificial barriers between human and digital channels, enabling world-class, omni-channel customer interactions from a single, unified platform. With more than a million financial service associates and a billion customers supported by the platform globally, CRMNEXT effectively re calibrates banks’ potential to grow engagement, drive profitability and deliver innovation.
It has to its credit the largest Banking CRM implementation in the world with 3,25,000+ users across 5,000+ locations and 36 countries. With proficiency in creating customer journeys from digital on-boarding through all aspects of assisted services, we are focused on the delivery of high-quality CRM implementations.
Maximizing Efficiency and Customer Satisfaction with Insurance CRM Software.pdfAndy Jackson
Unlock the potential of Insurance CRM Software and transform your insurance business today! Learn more about how our CRM solutions can elevate your operations. Check out the slideshow to learn more and to know more about CRM Software for Insurance Companies, https://www.damcogroup.com/insurance/crm-software
Sales Journey Assistant for Dynamics CRM - flyerRealDolmenCRM
Support your sales forces during all the stages of the sales process.
Organizing recurring visits to customers is not always easy and requires a thorough follow-up. Frequency depends on several criteria such as the yearly turnover, turnover increase, customer segmentation, etc.
Sales Journey Assistant helps sales forces organize these visits and supports them during the entire sales journey.
Traviata CRM for Insurance Carriers - brochureRealDolmenCRM
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
Microsoft's Customer Engagement Strategy
The newest release of Microsoft Dynamics CRM represents a huge leap forward in Microsoft's journey to deliver intelligent customer engagement. The strategy is clear: to enable organizations to personalize customer experiences; to give them the tools to be more proactive, and to empower them with the intelligence to be able to predict trends and identify patterns to know what the customer needs and wants before they do.
Customer testimonial: Agency Service Management at AG Insurance
AG Insurance explains how they replaced an existing todo management system by a new implementation using MS Dynamics CRM, improving the user experience and reporting capabilities, while maintaining the existing integrations with the back-end systems.
The Relevance of Insurance in the Digital Age
Based on the most recent figures about the Insurance sector in Belgium (for various market segments and distribution models) and the agenda of the government and the sector itself, Wauthier Robyns discusses the changes in offer and demand that are crucial for every insurer to determine their strategy.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...
Case story Delta Lloyd Life
1. Microsoft Dynamics CRM
BRM solution at Delta Lloyd Life: digital intelligence
for the benefit of customer service
“As specialist in the financial sector,
Travi@ta really helped us with its
‘best practices’ at each stage of the
project. The best qualification of the
relationship with Travi@ta: a true
partnership !”
Anne Vanhavre, Sales Marketing Programme
Manager, Delta Lloyd Life
Delta Lloyd Life, one of the largest players on the life
insurance market, set itself the objective of prolonging
its growth in the years to come. After several mergers, it needed to align all resources and processes
within the organisation to do this. In parallel with an
ambitious Change Management programme, Delta
Lloyd Life decided to invest in a CRM solution that was
capable of centralising all information relating to the
intermediaries - the financial advisers.
Today, the sales team and the Marketing Department
of Delta Lloyd Life are reaping the benefits with more
efficient access to data that are of a higher quality. But
above all, the CRM solution constitutes the platform
for the realisation of a sales strategy: that of providing
more intense support for customers with advanced
digital intelligence.
2. country: Belgium
Delta Lloyd Life was born in July 2001 with the merging of 3
industry: Financial Services - Insurance
Belgian companies, active on the life insurance market: CGU
Life, OHRA Leven and Norwich Union. In 2008, Delta Lloyd Life
profile
Delta Lloyd Life, born out of the merger of several
Belgian companies, holds fourth position on the
Belgian group insurance market. The company,
whose registered office is located in Brussels,
manages 500,000 individual files across 1,350
external financial advisers.
challenge
In order to realise its sales strategy - that of
improved customer assistance - Delta Lloyd Life
wanted to align its processes and to centralize
and better share all information relating to the
customer.
merged with Swiss Life Belgium. Whilst conferring it fourth
position on the Belgian group insurance market, this additional
combination made Delta Lloyd Life a recognised expert in pensions. The company, whose registered office is located in Brussels,
currently has 600 employees. Since 23 January 2013, Delta Lloyd
has been quoted on the Brussels Euronext NYSE Stock Exchange.
A network of 1,350 financial advisers
Today Delta Lloyd Life manages over 500,000 files and operates
via an indirect model: direct contact with the final customer takes
place via a network of 1,350 financial advisers, of whom 300
achieve around 80% of the insurer’s turnover. A team of 50 sales
staff at Delta Lloyd Life is responsible for the relationship with the
financial advisers.
solution
Delta Lloyd Life opted for the Microsoft Dynamics
CRM platform; CRM partner Travi@ta was indeed
able to offer a BRM for Insurance module (BRM =
Broker Relationship Management) - which offers
80% of the functionalities required as standard.
benefits
Internal alignment project
Internal alignment project
Stéphanie Pech, Marketing Manager: “After several mergers, our
aim for the years to come is to continue on the road of internal
growth whilst expanding our distribution network. Our customer
assistance strategy has allowed us to refocus on the needs of our
network of external financial advisers and to enter a process of
•
Realisation of a sales strategy centred on
improved customer assistance
change to develop a new sales policy for the assistance of our
•
Centralisation and quality of customer data
accessible via a single interface
ment project under the name ‘Topsport’. Its aim is to align our
•
Open Microsoft Dynamics CRM architecture
for integration with other systems
•
Perception of a win-win situation for the
sales team
•
Travi@ta’s experience in the financial sector
and support with its ‘Best Practices’
commercial partners. We have implemented a Change Manageresources and our processes internally. The CRM project that we
have begun with Travi@ta is to a certain extent the logical consequence of this.»
A standardised and user-friendly solution
A demonstration of Microsoft Dynamics CRM by Travi@ta was
enough to convince Delta Lloyd Life. Anne Vanhavre, Sales Mar-
software & services
Microsoft Dynamics CRM
keting programme manager at the insurer: “There was a good
match between the size of the solution and that of our own internal organisation. The specific insurance module developed by
Travi@ta was also a factor in the decision.
Delta Lloyd Life consciously opted for a solution that is standardised as much as possible. The BRM for Insurance module (BRM =
Broker Relationship Management) by Travi@ta met this need as
it offered 80% of the functions mentioned in the Delta Lloyd Life
specifications as standard.
3. “Microsoft Dynamics CRM allows us to realise a dream: that of building a real digitised service strategy towards the
external financial adviser.”
Stéphanie Pech, Marketing Manager, Delta Lloyd Life
Alexander Hof, head of the CRM project at Delta Lloyd
It is true that the implementation of a BRM solution
Life: “Each user wants to find his own vocabulary and
within Delta Lloyd Life called for a certain amount of
his way of working in a CRM solution. This was the
discipline on the part of each user. We expect users to
case with Microsoft Dynamics CRM, which in addition
enter into the CRM system all information regarding the
required a minimum of specific development with the
financial adviser, his contacts, visit reports, etc. However,
BRM for Insurance module.”
these same users quickly sensed the advantages: “The
Centralising information to provide
improved customer assistance
work is divided up between several users and is of better
quality: a true win-win situation for everyone”, explains
Stéphanie Pech.
By opting for an indirect model with various types of
financial advisers, Delta Lloyd’s sales policy in the years
To involve users in the CRM project and facilitate accept-
to come will be oriented towards optimal assistance for
ance from implementation onwards, Delta Lloyd Life
its commercial partners.
created an in-house newsletter named ‘BRM Bulletin’;
the marketing department even went as far as creating a
Alexander Hof: “Good assistance means for us: knowing
the adviser’s profile, knowing the contact history that
specific logo for the project !
we have with him and sharing this information inter-
Marketing campaigns
nally. Today, with Microsoft Dynamics CRM and its BRM
In addition to the 10 national campaigns every year, Del-
module, the team of 50 sales staff and the marketing
ta Lloyd Life regularly carries out local campaigns - for
department have access to the same information, on a
example by offering points of sale sales actions depend-
single screen.
ing on their situation and specific business plan.
A win-win situation for everyone
To run its e-mail campaigns, the insurer uses the tool
Each point of sale is in direct or indirect contact with
ClickDimensions, perfectly integrated with Microsoft
several people at Delta Lloyd Life: the Retail sales
Dynamics CRM.
employee, the B-to-B sales employee, the marketing
department, etc. The challenge was therefore to consolidate and share all information coming from different
sources.
4. A digital service strategy to the broker
In the opinion of Stéphanie Pech, the benefits of Microsoft Dynamics CRM are not limited to a gain in efficiency or the internal
sharing of information: “Microsoft Dynamics CRM allows us to
realise a dream: that of building a real digitised service strategy
towards the external financial adviser. Today, Travi@ta helps us in
the analysis of the connection of the BRM to a new Extranet, the
future work desk of the financial adviser with Delta Lloyd Life.»
A partnership with Travi@ta
Although Delta Lloyd Life wanted to perform daily follow-up of
the CRM project itself, this would not have been possible without
the experience of Travi@ta. Anne Vanhavre: “As specialist in the
financial sector, Travi@ta really helped us with its ‘best practices’
at each stage of the project. The best qualification of the relationship with Travi@ta: a true partnership!”
Alexander Hof
“Whilst we have dedicated a lot of time to the BRM project, the
“Each user wants to find his own vocabulary
and his way of working in a CRM solution. This
was the case with Microsoft Dynamics CRM
which, with the BRM for Insurance module
from Travi@ta, only required a minimum of
specific development.”
for more information
Microsoft: +32 (0)2 503 31 13 or www.microsoft.com.
Delta lloyd Life: www.deltalloydlife.be
Tel. +32 (0)2 721 88 80
www.traviata.eu - info@traviata.eu
result is that today we have a platform which will be able to meet
our future aspirations. The project is still in progress, but the
Travi@ta consultants have already proved that they are perfectly
capable of working on solutions that allow us to comply with the
deadlines and budgets initially set”, concludes Stéphanie Pech.