Financial

Global casualty insurance and reinsurance organisation

Ongoing continuity support including evolution of the broker lead management and communications process, policy renewals and association of major risks with key clients. Integration with D&B business database to feed intelligence. Implemented Meeting Manager, a westbrook application.

Financial

Insurance and legal protection

Divisions: Allianz Retail Broker, Allianz Ireland, Allianz Commercial

Delivered a consolidated sales CRM system for all UK branches to enable effective daily reporting on active/dormant clients and consolidate all business opportunities with executive dashboard visibility and development of BUNPS (Bottom Up Net Promoter Score) driven by Clicktools. Ongoing continuity management ensures continual evolution. The retail broker management solution for over 140 users in sales, marketing, operations and underwriting was designed to reflect complex broker scoring and risk models, daily data upload,integrated feedback channel and ExactTarget email integration and
training.

Financial

Dedicated providers of comprehensive financial solutions and insurance to private individuals, small businesses and large corporates

Pilot client and prospect management solution to consolidate the marketing databases and manage sales pipeline across seven branches.  Includes custom account search development to retain confidentiality of sensitive data.

Financial

Market-leading provider of equity sales, sales-trading and corporate access services to professional investment managers

Flex application development update for itinerary management designed to provide flexible agenda planning for investment client trips including accommodation, business appointments and travel.

Financial

Specialist mortgage lender launched as new entrant in 2006

Successfully launched Salesforce platform to support entry into the specialist mortgage market with the objective to register 6,000 intermediaries within the first 3 months. The solution incorporated custom territory management to reflect both geographical and key account ownership criteria, dashboards to measure sales against monthly targets and sophisticated communications management.

Financial

Global leader in credit management and insurance

Design of solution focused on intermediary relationship development with call centre software integration to reduce follow up timing, improved campaign and communications management and control over the sales pipeline.

Financial

World-leader in the creation and management of over 120,000 equity, bond and alternative asset class indices

Review and enhance existing structure to increase user adoption amongst sales, marketing and business development teams and automate key processes. High profile global re-launch with live and video training and user testing/certification.

Financial

Market leader in financial outsourcing for some of the world’s leading financial institutions

Recreation of manual client relationship and sales project management processes on Salesforce. Automation of event management, online client satisfaction surveys and customer portal configuration.

Financial

The UK's largest supplier of specialist insurance for tenants and landlords

Automation of account management processes to track relationships and drive their agent retention programme, integration with multiple internal systems sources.

Financial

Leading wealth management company that offers a wide range of high quality services to businesses and individuals

Kickstart solution to manage the partner recruitment processes with training, mobile and outlook integration.

Financial

Global bank distinguished by its extensive operations in 17 African countries, it is the largest in South Africa

Cross functional global CRM solution for over 130 users to manage pipeline management complexities. Custom functionality to manage complex revenue variances and exchange rate history, sophisticated loan tracking and advanced triggers to automate data entry flow. Feeds from legacy revenue recognition systems and legal company hierarchies.

Financial

A leading life and income protection insurance broker for Employers and Individuals

Enhancements to the broker management processes for sales consultants.  Development of custom account hierarchy structure to accommodate multiple agencies attached to each broker office to replicate the legacy system data structure for import.  Custom code to associate incoming quotations with the relevant broker.