Dunstan Thomas launched today Imago:CRM - the latest addition to its Imago family of software tools for the pensions and investment market. Imago:CRM provides an information hub for effective handling of customer queries about the progress of new policies before going live and the progress of existing policies at review stages or in complaint scenarios.
Imago:CRM provides a workflow interface allowing providers, third party administrators and intermediaries to access administrative details of policies, determine fund allocations, run validation checks for eligibility, assess tax relief implications, provide valuations, run contribution analyses and provide new illustrations – all from the desktop.
Chris Read, chairman of Dunstan Thomas explained why there will be growing demand for this software tool in the market:
“Many providers are already seeing an increase in demand for more information about how their funds are performing. People are demanding this information in a more ad hoc manner than they used to and few are content to sit back and wait for pre-prescribed review documentation. Imago:CRM helps providers to respond more quickly and handle a greater number of queries satisfactorily over the phone or face-to-face, at the time of query.”
Imago:CRM will also provide interfaces for complaint management systems. Imago:CRM can also be used to support compliance staff needing to conduct rapid checks to ascertain whether proper procedures and documentation was followed at the point-of-sale.
“The reality is that more and more people are buying intrinsically more complex investment products such as SIPPs within which they are invested in many more funds and asset classes than they used to be. Not only do these products require much more administration but also those that buy them tend to be more active investors - demanding regular dialogue and updates. Imago:CRM will help providers respond effectively to this new breed of more active and more sophisticated investor.”
Imago:CRM was developed using Microsoft CRM:Server platform. CRM:Server is tightly integrated into Microsoft Exchange, assisting rapid user acceptance and productivity at the desktop.
Notes to Editors
Agility PR conducted some market research to assess attitudes towards CRM and customer management capabilities of providers and large intermediary firms. For a fuller summary of the findings please make contact with Agility PR.
About Dunstan Thomas
Dunstan Thomas provides an integrated range of software components to enable automation and efficiency improvements in the pre- and post-retirement market. Dunstan Thomas also provides solutions to enable policy holders to make better financial choices based on a greater understanding of product features, benefits and value.
Dunstan Thomas’ Imago software suite has specific components including: Illustrations, Business intelligence analysis, Administration, Calculations, Valuations and Asset Tracking, Contribution Analysis and CRM. It provides solutions for leading names in the Self Invested Personal Pension (SIPP) marketplace including James Hay, Pointon York, Personal Pension Management Limited, as well as other leading names in the industry such as HSBC, Jupiter, Zurich Financial Services, Clerical Medical, Standard Life, Friends Provident, AIG, Hargreaves Lansdown, Hornbuckle Mitchell and the National Australia Bank Group’s MLC.
For further information about Dunstan Thomas please contact:
Chris Read, Chairman
Tel: 01239 282 2254
For Dunstan Thomas press enquiries please contact:
Tel: 01763 288 000
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