Our commitment to delivering results can best be seen through our work:

Bank of Ireland Private Banking Limited had already invested in a Client Management System to consolidate all client information, segment clients, enhance customer service and support the generation of financial planning proposals. But it wasn’t delivering the return on investment they had hoped for.

Once we identified what was missing from the system, we suggested that a tailored front end would make data capture easier, allowing client managers to enter data at the point of contact and eliminate the need for re-keying of data at a later date.

“…What Aspective proposed made perfect sense. It meant that our client managers would be able to get more information, more easily that would allow us to better target our customers, and provide them with more accurate financial or investment information. It was also clear that we would be able to do more client work, with the same head count internally. To my mind, this meant that we were now going to get a higher return on our Siebel investment which was a key objective for us…”

David Lowen, Director of Business Services, Bank of Ireland Private Banking Limited

Irish Life and Permanent group is the largest life assurer and mortgage lender in the Irish market. The creation of the group should have brought new cross selling opportunities through the consolidated branch network, direct sales force and independent intermediaries. However, Irish Life rapidly found that outdated and incompatible CRM systems meant these opportunities could not be realised. Aspective has now implemented a CRM system that creates a ‘single customer view’ for its sales force and drives sales growth across the organisation.

“The work that we have done with Aspective has been instrumental in pinpointing cross-selling opportunities that are essential to our future profitability and to maintaining our market leadership.”

Aine Cassidy, Senior Bancassurance Manager, Irish Life

• Irish Life can now easily and successfully cross-sell products across its different divisions, creating dramatic increases in revenue against the industry average
• Customers say they are getting a better service, cementing Irish Life’s reputation as an organisation that treats all clients professionally
• Marketing campaigns are more targeted and efficient, increasing the number of campaigns run per week as a key part of the group’s strategy for future profitability and maintaining market share.