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Portfolio for Finance Industry

Private Client Services by Mercer Pte. Ltd.

Project Overview
Industry : Insurance Brokerage and Investment Consultancy
Solution : Infor CRM Implementation with Accpac Integration
Benefits :

Provide automation and approval escalation for its complete business process cycle from quotation generation, opportunity management to back-end accounting
Consolidate contracts onto a single platform and allow tracking of activities and premium payments
Sending alerts and notification to consultant to follow up with opportunities for closure
Automate calculation of consultant commission via customised commission matrix
Generate annual review letter, letter of offer and daily work correspondences using single repository of client information