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Healthcare
DST helps our clients achieve operational excellence by optimizing business processes. The result: Reduced costs, expanded margins and better use of existing people.


Financial Services
AWD provides the foundation to support financial services’ business needs and drive success within banking, mortgage, mutual funds, brokerage and retirement plan management operations.


Insurance
Through our strategic partner Computer Sciences Corporation (CSC), DST offers the insurance industry integrated solutions to increase productivity and enhance customer loyalty.

Video/Broadband
We offer AWD to improve CSR productivity, increase cross- and up-sell opportunities, reduce costs of operations, and produce tangible ROI.

 

7/23/2009
American Hospital Association (AHA) Leadership Summit
 

Managing Sales Opportunities Case Study

Business

  • U.S. financial services company’s customer service center

Challenge

  • Marketing campaigns resulted in inbound callers who expressed interest in financial products but did not open accounts during the initial call
  • Customer service reps needed to follow consistent processes for dealing with these new leads
  • Marketing wanted to track the success or failure of the each campaign
  • Benefits did not justify the costs of extending the company’s sales tracking system to the call center

AWD Solution Results

  • “Lead Tracker” process developed using company’s existing AWD solution
    • Process originated in the call center
    • AWD managed follow-up activities in other parts of the organization
  • Required no additional software purchase and no external assistance