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Pivotal Case Study: Allianz Dresdner

Source: CDC Software

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Case Study Description
Allianz Dresdner Asset Management (UK) Ltd is an asset management company with £5 billion under management, offering a broad range of products for both institutional and retail clients, and their advisers. In early 2001, it made the strategic decision to invest in a customer relationship management (CRM) system, as the company’s contact management system could no longer support business demands.

Related Topic: Customer Relationship Management (CRM)

Related Industries: Management of Companies and Enterprises, Retail Trade, Management, Scientific, and Technical Consulting Services, Finance and Insurance

Related Keywords: Pivotal, financial services sector, customer relationship management, sales forecasting, new product introductions, Allianz Dresdner Asset Management, CRM, client segmentation, lead fulfillment, client tracking

Source: CDC Software


 

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