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With the goal of improving investor services, US discount brokerage Quick and Reilly made the decision to implement a new system which could combine sales and customer marketing information.
The deployment of Siebel's 'eFinance' and 'Sales' applications resulted in increased revenue, improved customer service and enabled the creation of targeted marketing campaigns. The solution integrated with back office applications and connected more than 900 users in over different 100 locations.
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