Customer Support Services White Papers
IOOF Identifies and Enhances Services to High Value Advisors
Overview IOOF wanted to provide contact and relationship management for more than 5,000 financial advisers and more than 240,000 clients and obtain a holistic view of customer interactions across all departments, from front office to back office. The challenge was to increase e-mail campaign management functionality that is integrated into the CRM system and enable centralized reporting to track sales and retention programs. IOOF engaged Oracle Partner Phoenix Technology Services to implement a customer relationship management system based on Oracle CRM On Demand as well as supported a 90% increase in customer retention rates.
| Publisher | Oracle | File Format | |
|---|---|---|---|
| Date Published | March 2009 | ||
| Format | Case Studies | ||
| Topics | |||
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