金融保险  Finance/Insurance

Overview

Financial Service Institutions face a number of challenges. Not only do you need to find ways to differentiate your company, you also have to think about consolidation within the market, winning back jaded customers, attracting and keeping top talent and dealing with a dynamic regulatory environment. On top of all this, you have to ensure your organization has the tools it needs to succeed while maintaining the security and integrity of confidential information.

For your mobile professionals, the most important thing is staying on top and in touch in such a fast-paced, competitive environment. That means finding a way to keep your employees in constant communication with clients and colleagues, with easy access to market and corporate data — virtually anywhere, anytime. And in an ideal world, that would mean greater productivity and inevitably, greater profitability for your company.

The insurance landscape is expected to dramatically change — distribution, competition and an increasingly complex regulatory environment make change a necessity. Going mobile gives insurers, brokers and agents the opportunity to strengthen their relationships with their end-users while establishing a richer, responsive customer experience.

Banking

Demand for increased customer service within the banking industry has led many organizations to rethink how they deliver their services. With BlackBerry® smartphones, you can connect to clients virtually anytime, anywhere. With access to account histories and other important data to ensure you make informed decisions, your clients will receive the highest level of customer service while you maintain the highest level of productivity.

Investment

Staying connected to your clients, colleagues and information throughout the day is critical to your success in investment sales and brokerage. BlackBerry smartphones, in combination with applications and services from BlackBerry® Alliance Members*, can provide access to market data, order management systems and real-time P&L to help you stay in control and respond quickly to rapid fluctuations in market affecting your strategy and positions.

Insurance

Insurance agents and adjusters can use BlackBerry smartphones, in combination with other applications, to increase access to information on clients and other critical data. Agents can promptly look up and retrieve customer information, responding quickly and effectively to inquiries. Adjustors can spend more time in the field, increasing overall productivity and responsiveness.

Agents
Access to customer, market and product information maximizes customer visits, ensuring that they see the value an industry professional brings to the table. Follow up is made easy with anytime, anywhere connectivity, ensuring that requests are followed up immediately.

Brokers
Mobility brings your small but mighty team to the customer doorstep in a way never seen before — Customer Relationship Management (CRM), product catalogues and reporting information at your finger tips — so sales cycles stay short and less time is spent on support. Keeping track of information is easy too, replace those handwritten notes with emails that are backed up and saved so you have that essential paper trail for your records.

Insurers
Giving your team, customers and distribution channel access to your products and services is essential to differentiating your organization from the competition. Wireless technology is being used to collect information in the field, eliminating data recreation, creating greater accuracy and creating savings in claims processing.

Case Study

Aegis Funding Corporation – Case Study (PDF)
Charles Stanley – Case Study (PDF)
Essex Corporation – Case Study (PDF)
Essex Investment Management Company – Case Study (PDF)
GE Money
IPC Information Systems – Case Study (PDF)