Improved Top-line Results – Increased Revenue Through Insurance Sales Portal

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Improved Top-line Results – Increased Revenue Through Insurance Sales Portal

500 Investment Professionals Receive Accurate, Relevant, and Up-to-date Information

This diversified global investment management firm, with a strong parent company and a culture of risk management, needed to manage content more effectively and provide access to up-to-date, relevant, and accurate content.

It wanted to improve top-line revenue and client satisfaction, so created a sales portal, offering targeted information for both direct and channel sales.

Operating in a SharePoint environment, it deployed the conceptClassifier for SharePoint platform to provide the framework for enhanced information access on its portal.

The solution eliminates end user tagging, automatically generates semantic metadata, auto-classifies content from diverse repositories, and provides robust taxonomy tools to quickly and easily adapt to changing requirements that address regulatory and compliance requirements.

The conceptClassifier for SharePoint platform and multiple, interconnected taxonomies were deployed for clients, product portfolio, geographies, and channels, enabling targeted sales and customer care.

This improved servicing of clients in turn resulted in increased revenue.

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