管信-Principal.pptVIP

Its All About Customer Relations in the Financial Services Market  ——Principal Financial Group Background Principal Financial Group is a global financial services company . Mainly business- retirement solutions, insurance, and investment and banking products. Business units- International Operations,Retirement Investments, Global Asset Management, Insurance, Wellness, and Banking. Nowadays-IT infrastructure used in gathering BI from customers and provide advice. Strategy The Principal Financial Group is a global investment management leader focused on helping individuals, business owners and institutional investors achieve financial success. Three core trends remain to create an era of personal responsibility. Principal Financial Group official website What information can they gather from each customer? Such as age, marital and family status, salary, and benefits. providing services Opportunity environment, competitors, decision-making process, culture main idea values, goals focus. Process Business strategy Porters three generic strategies CRM ERP Principal Financial Group Pivotal CRM Pivotal CRM - a customer relationship management (CRM) software system offered by Aptean (formerly CDC Software ), an enterprise software and service company. The Pivotal CRM suite includes software tools for sales force automation (SFA), marketing automation and lead management , and customer service automation, as well as partner management, mobile CRM, analytics and call scripting. Within the IT infrastructure, Principal has invested heavily in technologies that support fast turnaround times for transactions. These transactions are processed and posted in record time, giving customers the satisfaction of real-time financial transactions. Pivotal CRM The advantages of CRM Synthesis of a large number of customers information brings the diversification and high yield to the customers products. Business