Independent Wealth Management Company to Integrate and Expand CRM
Processes For Improved Cost-Savings and Agility Across Lines of Business.
News Facts:
- DundeeWealth, a Canadian-owned, independent
wealth management company that currently oversees $69.9 billion in fee
earning assets, has selected Oracle CRM On Demand to integrate and
deploy CRM processes throughout the Company. -
With more than 1,200 employees inNorth America, DundeeWealth creates
and provides investment solutions and offers capital markets and
advisory services to financial advisors, institutions, corporations and
foundations. - The CRM software market
includes major players such as Microsoft and Salesforce. Yet,
DundeeWealth chose Oracle CRM On Demand after a thorough due diligence
process because of its agility in deployment, mobility and quick return
on investment. The technology is designed to give all users access to
relevant customer information and details about each line of the
business in real-time and from anywhere including a mobile device,
potentially contributing to further sales growth. The Company expects
to realize improved cost efficiencies and productivity through reduced
maintenance and operations expenses and increased analytic tools for
business intelligence. - DundeeWealth
expects to use an integrated approach by deploying Oracle CRM On Demand
across all of its lines of business including investment management,
capital markets and financial advisory as well as all relevant
departments, such as sales, marketing, call centre, compliance and
operations. Oracle CRM On Demand allows DundeeWealth to deploy
applications quickly and effectively across all business units on a
single platform. - DundeeWealth uses other
Oracle software in its stack, including Oracle’s Siebel CRM and Oracle
Database for the past five years.
Supporting Quote:
- “Oracle CRM On Demand enhances our existing
Oracle platform, providing an integrated solution with incredible
flexibility, mobility, agility and lowered total cost of ownership,”
said To Anh Tran, Senior Vice President of Business Transformation and
Technology at DundeeWealth Inc. “Using Oracle as a partner in the
expansion of DundeeWealth’s CRM processes reinforces our client-centric
approach to customer service and we believe it gives us a competitive
advantage. As we begin our deployment, we are confident that Oracle is
with us every step of the way.” - “We
are excited to work with DundeeWealth as they begin this great
implementation of Oracle CRM On Demand,” said Anthony Lye, Senior Vice
President of CRM at Oracle. “Oracle CRM On Demand is the definitive
answer for any organization to gain more insight and more productivity
across business units.”
