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Sharing Information Across Your
Organisation – How Easy is That?
Working with Microsoft Dynamics CRM and Microsoft Office SharePoint
2007 in Insurance and Financial Services
Wednesday 5th December 2007 | Book
Your Place
Microsoft London – Cardinal Place
Featuring Insight, Microsoft and CIBER UK
With a softening market forecast for 2008, there have been few times
when the business of insurance and financial services has been as challenging
as it is now. Relentless business pressure, immovable regulation and intense
market scrutiny means that underwriters, brokers and financial service managers
must act.
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 partners for
Insurance and Financial Services, Insight and CIBER UK, are working closely
with leading Financial companies, many of whom are in the London Market.
Delegates will learn:
- An understanding of CRM & SharePoint Technologies
- How Endsleigh 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 3 and MOSS 2007
Agenda
08:30 Registration & Coffee
09.00 Welcome and Introduction - Bruce McKee, Microsoft
09.15 The Microsoft Stack in Financial Services - Charles Emes, Consultant
- CIBER UK
10.00 Endsleigh Insurance - The Case Study - Rebecca Smith, Endsleigh Insurance
10.30 Coffee Break
10.45 Microsoft Office SharePoint 2007 - Charles Emes, Consultant - CIBER
UK
11.15 CRM for Broker Management - Pavan Vyas, Consultant – CIBER UK
11.45 CIBER Working In Your Industry – Brian Henry, Head of Sales
- CIBER UK
12.00 Insight - An overview - Simon Fowler, Insight Client Solutions Manager
- Insight UK
12.15 Q & A -Close
12.30 Lunch
Book
Your Place
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For more information about this event, please
contact:
Garry Stewart
0870 000 0204
garry.stewart@ciber.com |
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