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August 2, 2004
Glenmede Trust Rolls Out Onyx Enterprise CRM 5.0
Single Customer Desktop Improves Client Management for Leading Wealth Advisory Firm
"User adoption is everything - without it you have failure, regardless of how great the technology is," said Nick Voutsakis, Chief Technology Officer, Glenmede Trust. "With Onyx, we have a system that is easy to use and integrates so tightly into other applications that users can't tell they're using multiple applications. We have set up the Onyx system to be fast and effective - processes that used to take more than 7 or 8 clicks have been reduced to just three clicks and they're done. That way, Onyx is going to get used."
As a result of the implementation, Glenmede is using Onyx CRM 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 use Onyx CRM to better capture, integrate and data mine client and prospective client information. Through Onyx, all Glenmede employees have a complete view of every client profile and interaction which enhances efficiency in communicating with and offering innovative solutions to high net worth clients.
Glenmede employees in marketing are actively using Onyx CRM to create, track and analyze the results from high end 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, Glenmede employees are able to refine communications for improved response.
Sales activities are also more efficient and easier to manage with Onyx CRM. Employees are already using Onyx to more fully automate the process of enrolling new clients in the Sales group.
"As client demand for increasingly sophisticated investment products and service levels continue to increase, it's imperative that investment managers have the tools at their disposal to see the entire client relationship," said Ben Kiker, Senior Vice President and Chief Marketing Officer, Onyx Software. "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."
The project was completed ahead of schedule rolling out to approximately 150 employees. The implementation required integration with several key business systems, including SunGard's Global Plus, their system of record that contains all assets under management, their FileNet Document Management system, and Lotus/Domino email infrastructure.
Glenmede Trust was among several early adopter customers that participated in the Onyx Beta Program earlier this year. A significant release of Onyx Enterprise CRM, version 5.0 includes a powerful process automation and workflow module to facilitate the creation, execution, and ongoing management of customer-related business processes. Onyx CRM 5.0 also delivers deeper personalization capabilities designed to let users control how they want to work with the customer information within the Onyx system, and integrated email management that enables seamless tracking of email interactions from common email systems.
Onyx Software counts among its customers 12 of the top 50 asset management firms in the world. In addition to Glenmede Trust, other Onyx customers in the investment management sector include American Express, State Street Global Advisors, PIMCO, and Western Asset Management.
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, 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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