How CRM is helping financial advice customers

MyCustomer.com
Share this content

Onyx Software and the application service provider (ASP), Interliant, have implemented an advanced CRM solution for Legal & Financial Needs.

An advanced customer analysis system has been created with capabilities that include web-based customer data analysis, targeted marketing campaigns and effective cross- and up-sell of products. By allowing the manipulation of detailed information from the different parts of LFN’s business, the software also provides customers with a holistic view of the organisation.

The solution allows in-depth information, including tailored product, services and partner information about customers to be accessed across a variety of communication channels. In addition, Interliant has developed functionality to integrate LFN’s existing back-office applications, which allows customers to complete sometimes complex application forms live on the web. The system also manages website banner advertising based on customer history and propensity to purchase.

“With such a complex business model offering a number of personalised products, LFN has to ensure that it is keeping up with customer demand on a number of different channels and levels,” said Rob Green, UK country manager at Onyx Software. “Speed of implementation is also key to LFN and, after only eight weeks, thanks to Interliant, the system is ready to go live and start benefiting customers.”

About Onyx Software
Onyx enterprise-class software connects and powers a company’s entire eBusiness world. Its award-winning products are known for flexibility, reliability and rapid deployment, resulting in high return on investment, low total cost of ownership and industry-leading customer satisfaction.
Onyx Software operates worldwide, supporting such as American Express, Cognos, Commerce One, Credit Suisse, Ericsson, Swiss Life, Colgate and ntl Group.

About Interliant
Interliant’s INIT Solutions Suite includes messaging and knowledge management, security, eCommerce, CRM, enterprise resource planning, distributed learning, web-site hosting and web-based rental applications. Headquartered in Purchase, NY, USA, the company has forged strategic alliances with the world’s leading software, networking and hardware manufacturers including Microsoft, Dell Computer Corporation, Oracle Corporation, BMC Software, Network Solutions, IBM, Sun Microsystems, and Lotus Development Corp. Interliant does business in the UK through a subsidiary.

Onyx

Interliant

Replies

Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.