Toronto-based financial services firm SVC O'Donnell has selected the Janna Enterprise Suite as its relationship management technology solution.
SVC O'Donnell CEO, Mark Bonham said: “We believe that information, technology and intellectual capital are the principal capital components of our industry. This will allow us to manage information and improve communication and participation at each level of our organization.”
The open-architecture of the software allows it to integrate with legacy applications, giving end users a single interface through which they can manage client information.
William Tatham, CEO of Janna Systems, said: “We’re very pleased to be chosen as the relationship management solution for SVC O'Donnell.”
SVC O'Donnell has approximately $3.3 billion invested in over 400,000 unit-holder accounts in 30 public mutual funds and one private fund. SVC has offices in Toronto, Montreal and Vancouver.
Janna's web-centric approach to synchronizing customer relationships across multiple channels, business functions and audiences represents a significant advance from traditional CRM. Headquartered in Toronto, Canada, Janna has sales offices and partners worldwide.