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CRM for Insurance at KBC - FutureA project

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Information about CRM for Insurance at KBC - FutureA project
Business & Mgmt

Published on March 15, 2014

Author: WimGeukens

Source: slideshare.net

Description

crm for all KBC agents, based on MS CRM 2013.
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FuturA CRM-4-Insurance Agent Jo Vanackere – Enterprise Architect The story of Martin Fowler, an old man, Louis Neefs and an onion

bank-insurance  5 home markets  Belgium  Czech Republic (since 1999)  Slovakia (since 1999)  Hungary (since 1997)  Bulgaria (since 2007) Local responsiveness  3 main customer segments  Private  SME  Mid-cap Sustainable relationships

1001 applications, XL’s, forms, … Diversity & Lack of integration Poor data quality Im-mobile Document mess No operational nor commercial support

Marketing Order & Contract Mgt Contact & Task Mgt Single View Morning Day Evening Team Operations Individual Sales Dashboard Customer journey Commercial approach Product process

Client info Contract info Operational tasks Transactions Commercial info Commercial activities Customer centric Data portal Action portal User Experience Mobile Seamless integration with personal productivity tools Omni channel

http://martinfowler.com/bliki/StranglerApplication.html

Data architecture in a heterogeneous landscape Integration architecture in a heterogeneous landscape Security architecture a heterogeneous landscape Scalability & Performance a heterogeneous landscape with data³ Agile@Enterprise Scale

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