Sage provides complete solutions for sales, marketing, and customer service to firms in the banking, institutional finance, wealth management, capital and brokerage industries. As commission revenues continue to fall in response to the global economy, financial institutions are forced to better manage customers’ portfolios in order to deliver a solid return. This is just not possible without the right tools.
Here is what Financial Institutions have to look forward to with Sage ERP and CRM solutions:
- Proactive, targeted marketing and industry specific plans
- A focus on improving customer care through workflowed and SLA managed tasks
- The ability to remove “islands” of information caused by disparate systems
- A top-down view to solve specific issues — company wide
- Integration with legacy operational systems to get a consolidated view of your customer
- Support for cross-selling and up-selling with integrated analysis tools
- A better co-ordination of products and resources
- The potential to deliver better service and productivity
- The means to attain and retain customers as well as extend services into existing customer relationships for increased profitability and improved productivity
Our solutions for the Insurance industry allows you to consolidate data from your operational back office systems. This may include claims management, policy management and application management with OCR and document management capabilities. They also provide your employees, agents and customer service representatives with a top-down view of your customer’s portfolio. Having this level of information at your fingertips will result in better service, up-sell and cross-sell opportunities, as well as targeted marketing campaigns and activities through key attribute profiling.
Sage ERP and CRM solutions provide the following key benefits for your insurance business:
- A complete suite of modules that enables insurance companies to manage and integrate all customer communications through all methods of communication in one, consolidated view
- Support for all sales channels including brokers, agents, call centres, and direct employees
- Claims Management that integrates with external claims/billing systems
- Quote Management and Policy Management tracking with automated workflows
- Complete document management and OCR capabilities for storing all documents such as insurance certificates and ID certificates.
- Improved Risk Assessment by managing and accessing live data from all business units
- A Self service web-based platform to better manage relationships with insurance brokers, agents as well as customers.
- Integrated billing systems that automate the billing process and make matching payments easier
Specialist areas
Although our products are suitable for most Finance and Insurance organisations, we excel in the following sectors of the industry:
- Banks & Credit Unions
- Insurance
- Investment, Securities, & Holding Companies
Solutions
- Sage Accpac ERP
- Sage ERP X3
- Sage CRM
- Sage SalesLogix
- ACT! by Sage