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FINANCIAL SERVICES
Onyx for Financial Services

Onyx CRM is a leading customer management solution in the financial services market with a strong presence in banking, insurance, specialty finance and asset management. Financial services organizations large and small have selected Onyx CRM including industry leaders such as AIG, ASB Bank, Dreyfus, Glenmede Trust Company, Mellon Financial, Rainier Investments, South Carolina Federal Credit Union, and State Street Corporation.

The increasingly competitive financial services environment means that working with customers is no longer simple or straight forward. Financial companies are selling more complex products to more complex organizations and households through more complex channels. To succeed, you must hone your cross selling activities and your ability to understand and respond to your customers' needs.

Five critical differentiators which make Onyx a leader in successful CRM:

  • Leadership in integrated customer management
  • Easy integration of legacy/3rd party systems
  • Strong management of complex relationships
  • Low total cost of ownership
  • Large, successful customer base in Financial Services
Learn more:

Investment Management
Banking
Insurance
Account Origination Manager


SEE ALSO
Financial Services Customer Snapshot: Glenmede Trust

Health Care Customer Snapshot: International SOS

Government Customer Snapshot: Medway Council



Contact: 1.888.ASK.ONYX (1.888.275.6699) or info@onyx.com

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