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April 23, 2003
Dreyfus Goes Live with Onyx Software On Time and On Budget
Single Customer Desktop Improves Client Management for Retail Brokerage Business
The Dreyfus Corporation, established in 1951 and headquartered in New York City, is one of the nation's leading mutual fund companies, managing approximately $180 billion in more than 190 mutual fund portfolios nationwide. Dreyfus is a wholly owned subsidiary of Mellon Financial Corporation (NYSE: MEL), a global financial services company. Mellon has also selected Onyx Enterprise CRM as its CRM solution.
Retail brokerage is the second line of business within Dreyfus to successfully implement Onyx. The company is already using Onyx to manage more than 20,000 broker-dealers and financial consultants on the institutional side of its business.
"We know that in order to build successful and profitable relationships with clients, understanding their investment objectives and needs, we need to get to know each customer better," said Brad Orben, complex manager for Dreyfus. "Onyx Enterprise CRM provides us with a single view of all customer information that is accessible anytime. With Onyx we have all the tools we need to more effectively market to, sell to and service our customers based on their personal needs and preferences, leading to significant revenue for Dreyfus."
As a result of the implementation, brokers and management now have real-time access to centralized information on their entire customer base. Onyx Enterprise CRM provides an in-depth history of every customer-including products and services used, inquiries made, investing goals, interests and communication preferences-which allows Dreyfus to deliver a more personalized, consistent service and build its share of wallet.
Dreyfus employees in marketing are actively using Onyx to create, track and analyze the results from call-down campaigns and other marketing efforts. They use the system to readily target clients for special promotions based on detailed customer knowledge, as well as to up-sell and cross-sell additional products to each client. With a complete history of marketing activities and preferred means of communication for each customer and prospect, Dreyfus employees are now able to purpose every communication for improved response.
Sales activities are also more efficient and easier to manage with Onyx Enterprise CRM. Employees are already using Onyx to manage dozens of activities throughout the entire sales cycle from referral tracking and quote lookup, to literature fulfillment and holdings management. Onyx also allows Dreyfus executives to create reports and sales forecasts in minutes, using real-time data.
The installation required integration with nine different legacy systems, including the Employee data system (ESM), the Fund and Fund Pricing System, the client account data system (CIMS) and the transaction data system (NATS).
Onyx is a leading full-suite CRM vendor in the financial services market, counting among its customers four of the top six asset management firms in the world. Onyx clients also include more than thirty percent of the world's 50 largest asset management firms as ranked by Pensions & Investments Magazine. Other Onyx customers in the financial services sector include American Express Co., ASB Bank Ltd., Prudential Financial, RHB Bank, SAFECO Corp and Suncorp.
Onyx Enterprise CRM integrates sales, marketing, and service operations throughout an enterprise to manage the multiple dimensions of client 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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