Customer Management2018-11-02T18:06:08+00:00

NEWS IN THE AREA OF
CSUTOMER MANAGEMENT

DIGITALISATION AREND STANDARDISATION TO ENSURE REGULATORY COMPLIANT ADVISORY PROCESSES AND CUSTOMER ORIENTATION

22. May 2018 | Topics

Key topic: Sales management Regulatory requirements are usually associated with additional sales and administrative overheads and costs. Sales processes can be adapted more easily to new or changed requirements if they have…

INSURANCE SALES OF THE FUTURE – OMNI-CHANNEL FOR SUCCESSFUL LINKING OF CHANNELS

22. May 2018 | Topics

Key topic: Sales management How is the customer touchpoint in insurance sales going to change? New communication channels and points of contact are being created all the time – Insurers gain competitive…

A SECTOR IN TRANSITION: THE DIGITAL TRANSFORMATION OF INSURANCE SALES

15. May 2018 | Topics

Key topic: Sales management The fall in demand for insurance and pension provisions and the rise in demand for digital products spells a major challenge for insurers: namely, the holistic transformation of…

OUR SERVICES FOR THE AREA OF
CUSTOMER MANAGEMENT

FACTS + FIGURES

*) Source: Q_PERIOR Study of Digital Transformation in Insurance Companies
**) Source: Q_PERIOR Study of Digital Transformation in Banking

SBB is now integrating its shop partners into business processes by making sales and frequency analysis data available to merchants, including forecasts and KPIs.

Success Story: Customer portal

There are only two routes for insurance companies to take: impress your digital customers or lose ground on your competitors! A prestigious German insurance company therefore decided to invest significantly in online communication with its customers. Together with partner Q_PERIOR, the company implemented a modern, new customer portal which serves customers as the central point of contact.

Success Story: Digital sales platform

Digitalization has an immediate impact on communication and sales processes in the insurance sector. The network of relationships between customers, field sales and insurers is becoming increasingly complex. That’s why insurance companies require IT landscapes without system discontinuities that facilitate a sales process distributed across various different sales channels.

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