The Client, an Insurance Group with multiple Insurance companies and a retail bank, had customer data spread in different systems.

A single customer view of the client was not available, with limitation in providing a consistent information to the distribution network and not enough customer centric support to run a more focused up-selling / cross-selling strategy.

Consolidate customer data spread across companies of the group

  • Consolidate and clean data of over six million customers and 20 million contracts

  • Create an extended 360º customer view at group level

  • Distribute client data through CRM to sales and marketing functions and to sales network

  • Launch and monitor up-selling/cross-selling campaigns based on extended customer view

Design, development and launch of new system in record time

  • Support on several tracks: PMO, business and requirements analysis, solution design and implementation, system integration, end-users training

  • Team of 15 working alongside customer teams and partners in a 12 months project

  • Proactive controls regarding software quality, design, performance, methodology
    and development cycle

  • Pilot version developed in six months. First productive release six months later

360º customer view for more focused up and cross-selling strategy

  • Single customer data hub for the group with daily and online updates

  • Multichannel access with data protection rules for all actors: sales, agents and clients

  • Operational CRM with 360º customer view, campaign management functionality
    and customer communications fully integrated with transactional systems