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October 11, 2004
Schroders Private Banking Uses Onyx Software for Customer Relationship Management
Leading private bank relies on Onyx to deliver superior client service and support its complex sales processes of its high net worth clientele
"The success of Schroders Private Banking business is based on our ability to deliver in a way that consistently exceeds our clients' expectations," said Gary Rhodes, IT Director for Schroder & Co. "We needed a CRM solution that would help us deliver on our commitment to provide highly personal, dedicated service to every one of our clients. Onyx CRM perfectly matched the way we manage our business which in our minds meant less work to implement and faster time to service for our clients."
Schroder & Co. is using Onyx to consolidate the detailed knowledge held about each of its customers shifting from a traditional investment portfolio view to a more client-centric view of the business. In a single screen Schroder & Co Private Banking teams will be able to see a client's entire portfolio of investments enabling them to provide a more informed and personalised service.
Sales activities are also more efficient and easier to manage with Onyx CRM. Schroder & Co is now able to support its new sales process and uses Onyx to enable its Private Bankers to improve the effectiveness of cross-sell activities. Additionally, they use Onyx to track the progress of opportunities with clients and intermediary sales channels, run sales forecast reports, respond to RFPs, and add new prospects to lists for mailings, event invitations and business updates.
"Given the intense competition to become the trusted advisor for high net worth individuals, wealth management firms are striving to achieve a holistic view of their client relationships, including asset information, key influencers, referral sources, past interactions, and household information," said Ben Kiker, Senior Vice President and Chief Marketing Officer, Onyx Software. "By using Onyx CRM, Schroder & Co will be putting the power in the hands of their advisors giving them the tools to offer more personalised service and to better manage, up-sell and track opportunities in this high-value market."
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 12 of the top 50 asset management firms in the world. Other Onyx customers in the investment management sector include American Express, State Street Global Advisors, ISIS Asset Management and Mellon Wealth Management Group.
About Onyx SoftwareOnyx Software Corporation (Nasdaq: ONXS), a 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, Mellon Financial Corporation, The Regence Group, State Street Corporation and Suncorp. More information can be found at (888) ASK-ONYX, info@onyx.com. Forward-Looking Statement
| Contact: | Bob Craig Onyx Software 617-314-6846 |
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