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August 26, 2003
Glenmede Trust Selects Onyx Software for Customer Relationship Management Solution
Leading Wealth Advisory Firm Chooses Onyx Based on deep Financial Services Expertise and Breadth of Functionality
Glenmede is among the nation's premier wealth advisory firms, with almost $14 billion in assets under supervision for high net worth individuals and institutional clients, including the Pew Charitable Trusts. Headquartered in Philadelphia, the firm offers advice to clients with $3 million or more to invest on enhancing, preserving and transferring significant wealth. Their wealth advisory services include sophisticated financial, tax, estate and charitable planning strategies. Its investment capabilities range from manager selection to risk management strategies and include specialization in private equity funds. Glenmede offers asset management to institutional investors, foundations, endowments, public funds and retirement plans.
"Glenmede prides itself on striving to exceed client expectations for quality service and pro active advice. That's what creates strong relationships and because of this, many of our clients have been with us for multiple generations" said Nick Voutsakis, Chief Technology Officer, Glenmede Trust. "Like every wealth management firm, Glenemede's workflow and needs for CRM are unique so we needed a flexible and open architected system. Onyx was the clear choice for us based on Onyx's deep financial services expertise, pure Internet architecture, and out-of-the-box CRM functionality."
A primary goal for Glenmede is to expand business opportunities with new clients and continue to provide additional services to broaden relationships with existing clients. Professionals in sales, trust administration, tax, wealth advisory services , marketing and portfolio management practice areas will use Onyx CRM to better capture, integrate and data mine client and prospective client information. Through Onyx, all Glenmede employees will have a complete view of every client profile and interaction which will enhance efficiency in communicating with and offering innovative solutions to high net worth clients.
More specifically, Glenmede will use Onyx CRM to more fully automate the process of enrolling new clients in the Sales group. Marketing plans to use campaign management/tracking functionality within Onyx to enroll prospects or existing clients in relevant campaigns, mailings, and other direct marketing activities.
"Over the last few years alternative sources of investment advice and services have increased, yet most investors still need and want a trusted, knowledgeable financial advisor," said Brent Frei, Chief Executive Officer, Onyx Software. "These investors also have very high expectations of the service and advice they receive making it critical for investment firms to really understand their clients. Using Onyx's CRM solution, firms like Glenmede can identify the investors that fit their ideal client profile, communicate the value of their services, consistently deliver targeted financial products and services, and successfully build long-lasting, mutually profitable relationships with their clients."
Onyx is a leading full-suite CRM vendor with a strong presence in the financial services market, providing solutions for investment management, banking, insurance and specialty finance. In asset management alone, Onyx counts among its customers four of the top six 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. The addition of Glenmede to the Onyx customer base further extends Onyx's growing presence in the business-to-consumer financial services segment.
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 the different user communities of employees, customers and partners. Intuitive web interfaces ease navigation and a Web-services platform built on XML improves 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 live production environments.
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, info@onyx.com or email info@onyx.com. Forward-Looking Statement
| Contact: | Bob Craig Onyx Software 617-314-6846 |
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