Travi@ta celebrated its 10th anniversary in January 2013, highlighting its achievement of 100% customer satisfaction and its specialization in financial services CRM solutions. The company has expanded its client base to include major global players in banking and insurance, and chose to implement a centralized CRM system in collaboration with Genii Capital and Microsoft Dynamics CRM to manage contacts and events efficiently. Travi@ta was recognized as the Microsoft Dynamics Financial Service Industry Partner of the Year in 2012, further solidifying its expertise in the financial services sector.

1. FINANCIAL SERVICES
CRM SPECIAL
2013
www.traviata.eu
Genii Capital trusts
Travi@ta’s expertise
in Financial Services
Travi@ta
celebrates
10th anniversary
On January 22nd 2013, Travi@ta celebrated its 10th anniversary. The ideal occasion to
reflect on what they achieved
during the past decade.
100% Customer
satisfaction
Travi@ta will always remember 2012 as the year they
obtained 100% customer satisfaction. Since they started
to conduct yearly customer
satisfaction surveys, the satisfaction rate increased every
year. They started dreaming
about 100% after the excellent
results in 2011, and launched
the “obsession for customer
satisfaction” campaign both
internally and externally. 1
year later, Travi@ta obtained
the 100% they dreamt of. Next
challenge ? 100% VERY satisfied customers.
Verticalization in
Financial Services
As a leading CRM for Financial Services provider with expertise in Insurance, Banking
and other Financial Services,
Travi@ta decided to verticalize
in Financial Services. About
20 leading Insurance carriers,
Banks & other Financial Services companies now use Travi@ta’s innovative solutions.
Among them are some of the
largest global players.
Lotus F1 team car, sponsored by Microsoft Dynamics.
Genii Capital is an investment management and financial advisory
firm, operating within the Finance division of The Genii Group and
specialized in new technologies, brand management and motorsport.
Genii Capital serves the needs of investors, international groups and
governments worldwide. They bring together highly experienced and
talented people and an entrepreneurial investment philosophy. Their
strategy provides a unique vantage point in the world of investing
without the traditional risk/reward trade-off.
Interview with
Julien Nerguisian
Since its inception in Luxemburg in 2008, Genii has significantly
expanded its activities and opened
Genii Capital
offices in Geneva, London and
Seoul. With their internal growth
going faster than expected, both in
terms of staff and office locations,
it became more and more clear that
they needed a centralized CRM
system to better manage their contacts, customers, events and overall
projects. They chose Travi@ta and
Microsoft Dynamics CRM to achieve
that goal for their user-base spread
around 4 different locations. The
project started in December 2012
and is due to go live at the end of Q1
2013.
Delta Lloyd Life
We spoke with Julien Nerguisian, Associate Director.
Which were your
specific needs in terms
of CRM ? Why choose
Microsoft Dynamics CRM
and Travi@ta to address
them ?
“Primarily, our highly qualified
network representing the core value
of our business, there was an urgent
need to share and leverage our contacts base throughout the company
in a proactive manner.
Furthermore, to manage all the
events we organize through the
Genii Business Exchange and many
other events to which we participate, it is imperative for us to be able
to follow-up on actions in a lean and
efficient manner.
Continued on page 2
AXA Belgium
“Our new CRM system will
allow the management team
to efficiently steer project
KPIs, rapidly adapt company
strategy and boost company
turnover.”
Julien Nerguisian,
Associate Director
CCV
Financial Service
Industry Partner
of the Year
In 2012, Travi@ta won the
Microsoft Dynamics Financial
Service Industry Partner of the
Year Award, after already having been selected as a finalist
for the same award in 2010 &
2011.
Continued on page 2
Keytrade Bank
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Microsoft CRM provides
a familiar and easy-touse interface which will
foster user adoption
and productivity.
With the Travi@ta BRM
for Insurance module,
our CRM solution only
required a minimum of
specific development.
Our CRM tool – called
Marilyn – helps the
business manager to
approach each point of
sale in a personalised
way.
Thanks to the Microsoft
Dynamics CRM call
scripting module, the
telemarketers are able
to deal with and record
conversations quicker.
Microsoft Dynamics
CRM gives us increased
possibilities for getting
to know our customers
better.