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April 30, 2003
Boston Partners Go Live with Web-based Onyx CRM Software
Technology Helps Institutional Asset Management Stay" High Touch"
Boston Partners manages approximately $USD 8.5 billion for institutional clients, including corporations, state and local pension funds, foundations and endowments and Taft-Hartley plans. Boston Partners has offices in Boston, MA, and Los Angeles and Greenbrae, CA. 60% of the partnership was acquired by Robeco, a leading European leading asset manager, in September 2002.
"Since its inception, Boston Partners has been singularly focused on combining value with personalized client service," said Daniel Cullen Principal and Director of Technology at Boston Partners Asset Management. "We have been able to leverage the Onyx application to ensure that our client focus keeps pace with our growth. With Onyx, we have a vendor who not only understands CRM but also understands the requirements of the investment management industry."
Boston Partners derives a number of key business benefits from its Onyx CRM application, including improved contact management, more effective activity tracking, a more consistent sales process and a streamlined RFP process.
Asset management for institutions typically involves multiple different accounts. Data for these accounts are often maintained in various back office systems. By consolidating and centralizing information about clients and their accounts, the Onyx application generates a relationship view of client vs. an account number view. Asset management also requires client interaction at multiple levels within an organization and with a number of third-party advisors. The Onyx application tracks complex plan sponsor relationships, including the role of investment consultants and other key influencers, and makes them available in a single view with a record of all recent interactions. Boston Partners uses insight gained from the Onyx application to continue to deliver on their corporate commitment to personalized service.
Boston Partners also uses the Onyx application to improve client service with more efficient and effective account setup and by automating processes for resolving client service issues, reviewing accounts quarterly and annually, creating activity reports and identifying cross-selling opportunities. Among the benefits from streamlined processes is a significant ROI from the automated distribution of standard literature packs for clients and prospects. The Onyx application has also helped Boston Partners formalize their sales process. The Onyx application has been integrated to Money Market Directories to improve the effectiveness of prospecting activities, and they use the application to track the progress of opportunities, run sales forecast reports, respond to RFPs, and add key individuals to lists for mailings, event invitations and quarterly updates.
Onyx has increased its presence among investment management firms and today is a leading full-suite CRM vendor in this market. Onyx counts among its customers four of the top six investment management firms in the world. More than thirty percent of the world's 50 largest investment management firms, as ranked by Pensions & Investments Magazine, are Onyx customers.
"In today's competitive economy, investment management firms need to understand what types of products and services best meet the needs of their discerning clients," said Brent Frei, co-founder and CEO of Onyx Software. "Onyx's CRM solution, designed for the investment management industry, gives these firms the tools to better understand client needs, and the ability to market and sell them a product set tailored specifically for each client."
Onyx Enterprise CRM integrates sales, marketing, and service operations throughout an enterprise to manage the multiple dimensions of customer and partner relationships. Onyx CRM helps companies build more productive, profitable businesses by powering their ability to deliver an extraordinary customer experience. Onyx CRM is a single, unified application comprised of portals for tailoring functionality to different user communities, intuitive web interfaces for ease of navigation and a Web-services platform built on XML for interoperability with other business systems. Companies large and small have successfully deployed Onyx Enterprise CRM, efficiently scaling from 50 to more than 5,000 users in a live production environment.
About Onyx SoftwareOnyx Software Corp. (Nasdaq: ONXS), worldwide leader in delivering successful CRM, offers a fast, cost-effective, usable solution that shares critical information among employees, customers and partners through three role-specific, Web services-based portals. The Onyx approach delivers real-world success by aligning CRM technology with business objectives, strategies and processes. Companies rely on Onyx across multiple departments to create a superior customer experience and a profitable bottom line. Onyx serves customers worldwide in a variety of industries, including financial services, healthcare, high technology and the public sector. Customers include Amway, United Kingdom lottery operator Camelot, Delta Dental Plans of California, Microsoft Corporation, Mellon Financial Corporation, The Regence Group, State Street Corporation and Suncorp. More information can be found at (888) ASK-ONYX, or info@onyx.com. Forward-Looking Statement
| Contact: | Bob Craig Onyx Software 617-314-6846 |
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