Friday 15th February 2008
Microsoft London – Cardinal Place
Featuring Brit Insurance, Microsoft and CIBER UK
Who Should Attend and Why? 
Delegates Will Learn
Agenda 
Book Your Place
The Masterclass
With a hardening market on the horizon, there have been few times when
the business of insurance and financial services has been as challenging
or exciting as it is now. Relentless business pressure, immovable regulation
and intense market scrutiny means that underwriters, brokers and financial
service managers must act. Furthermore, technological, distribution and
regulatory changes are shaping your industry like never before.
We invite you to spend time with us investigating how insurance organisations
are now gaining competitive advantage through their unique approach to the
delivery of CRM, by recognising that employees require a 360 degree view
of their relationships, with multiple touch points such as customers, partners,
suppliers, brokers, agents and affiliates.
This Masterclass will demonstrate how Microsoft and their partner for
Insurance and Financial Services, CIBER UK, are working closely with leading
financial companies, many of whom are in the London Market. Bruce McKee,
Microsoft Financial Services Manager, will discuss how Microsoft and their
innovative technology applications are helping these organisations collaborate
and manage relationships with partners and customers more effectively.
The event has also been designed to enable Brit Insurance to share their
knowledge and experiences on how to improve and provide a fully integrated
CRM framework ensuring that your organisation is fully 'joined-up'. By joining
up information systems across your business, Brit Insurance will show you
how a single view can be gained of each customer or supplier relationship,
enabling departments to understand their customers better and target their
services more accurately.
Are you taking risks with your customers?
Industry consolidation has reduced the number of players in the market
but deepened the capabilities of those remaining, making it more important
than ever for firms to differentiate themselves in the market. As companies
merge, there is a critical need to integrate data from disparate sources
and systems.
In a market where it costs eight times more to win new customers than
retain the ones you already have, any errors caused by your CRM system could
well be costing you money. You therefore have to be sure that your current
CRM system is up to the job.
Microsoft Dynamics CRM provides financial services organisations with
capabilities to transform customer relationships. Microsoft Dynamics CRM
can help you attract and retain loyal and profitable customers.
Delegates will learn:
- An understanding of CRM & SharePoint Technologies
- How Brit Insurance use a strategic IT framework to access and share
information
- Examples of how CRM software can contribute to improvements in customer
service across functions and departments
- How to make your organisation more efficient in day to day operations
- A demonstration of Microsoft Dynamics CRM version 4 and MOSS 2007
Who should attend and why?
We invite you to join other senior executives (MD, FD, IT Directors)
from other financial services and insurance organisations that share similar
issues. The event is aimed at organisations that seek to improve profitability,
efficiency and customer service, and adapt more quickly to changing business
conditions.
CIBER and Microsoft will put into context how we can deliver a completely
integrated suite of solutions supported by customer case examples to illustrate
how organisations are succeeding with this framework.
Book Your Place
|
Home
> News & Events > Events
> Featured Event 
