Customer Snapshot: Allianz Dresdner Asset Management (UK) Ltd

U.K. investment management firm gains greater visibility of both institutional and retail client activity using Pivotal CRM, leading to increased sales performance, highly targeted communications, and improved customer service.

Allianz Group is one of the world's largest asset management groups and employs more than 750 investment professionals in 27 investment centres across Europe, Asia and the US. Allianz Dresdner Asset Management has Euro 979 billion in assets under management, and according to IPE, is Europe's largest asset management group.

Challenges

  • Ensure scalability
  • Improve Customer Service
  • Increase Customer Retention
  • Increase Revenue and Profitability
  • Increase Sales Force Effectiveness
  • Target specific audience segments

Results

  • Ability to carry out market-led, relationship marketing
  • Ability to segment client base, resulting in enhanced targeting of marketing and service efforts
  • Central repository of client information
  • Enhanced ability to track the performance of the sales organization
  • Improved time to response with clients