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Intense competition – especially in softening markets – demands that Enterprises strive for higher returns for the dollars spent on acquiring and serving each Customer by building more profitable relationships and getting a larger share of each Customer's wallet.

Today Enterprises need to:

• identify the right prospects
• target prospects across product lines and channels through coordinated campaigns
• attract each prospect with an offer and through a preferred medium that appeals most to them.
• recommend product & price that best fits their unique needs, risk characteristics, governing regulations and long-term value
• provide personalized service that reflects his/her value to the Enterprise for “long-term” loyalty

ValueMomentum is assisting Insurance and Lending Enterprises deliver the functionality that enables these objectives. Such functionality is being delivered through our partnership with SIEBEL CRM Package or through in-house efforts using a combination of Portal-based development, Decisioning Services, Cross functional Application Assembly and Information Integration initiatives. Key Marketing Automation and Customer Analytics functionality to be targeted include the ability to:

• define, identify and continuously refine target segments for directing campaign and sales efforts
• identify the right prospects and contact them through their preferred communication channels
• conduct and track multistage event driven campaigns
• customize mailers and offers based on Customer profile
• provide a 360 degree view of the Customer to all Front Office personnel
• route inbound responses to campaigns to the most appropriate CSR or agent
• define dynamic call scripts to direct CSRs through a series of questions that need to be asked depending on customer responses
• define processes and activities as part of campaign planning, approval, execution and analysis
• build lists by accessing and cleansing data from multiple sources and ability to “co-manage” lists along with multiple sales channels
• score prospects for possible yield, treatment type, offer type and offer prioritization
• conduct campaigns collaboratively with Partners / Agents
• route respondents to optimal sales channel along with lead quality, priority, availability time window and most appropriate follow-up
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