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May 18, 2004
Onyx Software and Access Data Announce Integrated Solution for Fund Distributors
Integrated CRM and sales reporting enables investment management firms to increase sales through improved focus on top producing brokers, advisors and agents
Access Data is using the Onyx Embedded CRM platform, Onyx's component-based, web services architecture which is designed to significantly reduce the cost and complexity of integrating applications to extend the value of their investment management offering. Access Data is among a growing number of Onyx partners like Getronics, CIT, IBM, and Metavante who are deploying Onyx Embedded CRM to deliver solutions tailored to specific customer segments and needs.
"To remain competitive, investment companies need real-time insight into the effectiveness of their distribution channels," said Frank Polefrone, Senior Vice President of Access Data. "Investment management firms not only need comprehensive visibility into their customer sales data but they need the tools to turn insight into action. Together with Onyx we will give asset management firms the tools they need to power their organization."
Investment companies use Access Data's SalesVision to mine detailed information from 3rd party data feeds to track sales at the complex level, the fund level, and the distribution firm level, as well as tracking sales by individual representatives. With this new integrated solution, Access Data is combining Onyx CRM marketing, sales, and service functionality with their seamless sales reporting capabilities, giving sales management and wholesalers a user friendly tool that helps them focus on the appropriate channels and effectively cultivate relationships with the most productive representatives. The new hosted solution enables investment management firms to:
- Identify and follow up with reps who drop big tickets, enhancing productivity and retention
- Identify candidates for cross-sell campaigns, improving new product introductions
- Identify reps to target for closed end funds and manage sales interactions for effective follow through on a tight schedule
- Increase wholesaler productivity with information and tools that enable them to focus on top-producing and high potential reps
- Improve marketing campaign effectiveness with real-time view into sales results
- Leverage sophisticated functionality without having to purchase, implement, and maintain the infrastructure required to power it.
The new service makes sophisticated reporting and CRM functionality available as an on-demand hosted offering and gives investment management businesses a flexible, cost-effective solution that can deliver immediate return on investment.
About Onyx SoftwareOnyx Software Corp. (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, 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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