Case Study - Financial Service

International Insurer

Increase Sales and Productivity

Financial Service @FlexSystem
Key Issues
1. Could not report across silos of information in a timely manner
2. Needed to bring pro-active sales information to front office sales roles
3. Required ability to give different management levels key productivity data
4. Needed a mechanism to encourage staff based on relative peer performance
4. Needed a tool for third party sales teams to increase sales productivity

Facts at a Glance
1. Global Employees: 80,000+
2. Global Revenue: US$50b+
3. Country: Hong Kong
4. A global financial services institution providing comprehensive solutions in banking and insurance
Needs and Challenges
1. Key data in multiple systems including legacy systems
2. Confidence in data low
3. Costs of management of reporting high due to inefficiencies
4. No real depth to management information for stakeholders
5. Information not timely especially to monitor new products

FlexSystem Solution
1. Business Intelligence
1. Access to demographic sales data that helps increase revenue when with customer
2. Access to reporting at different management, summary location or specific location
3. Access to product group or specific product sales
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