Clients
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In March 2006, Metropolitan Life licensed Allfinanz's Front Office solution for the development of new business and straight-through processing capabilities. Founded over one hundred years ago, Metropolitan has grown from a life assurance company to a fully fledged financial services group, providing Life Assurance, Employee Benefits, Asset Management & Health Management services across its portfolio. |
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Radical New Business Process Redesign Moving from "Paper Applications" to the "Telephone" for all distribution
Download the Metropolian PDF Case Study (345 KB)
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In September 2005, Liverpool Victoria signed a £26 million deal with EDS to deliver services in partnership with Allfinanz. EDS provides a broad portfolio of business and technology solutions, empowering their worldwide client base to strengthen and improve their business performance. Their core portfolio comprises of information-technology, applications and business process services (including information technology transformation services). Liverpool Victoria is the UK's largest friendly society - members and customers trusting them to manage around £6.8 billion of their money. |
Press Release
Liverpool Victoria sign ₤26m deal with EDS
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Established in 1848, Prudential plc is a leading international financial services company with 16 million customers, policyholders and unit holders, with some 20,000 employees worldwide. In the UK, Prudential is a leading life and pensions provider with around seven million customers. |
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Among large product providers, Prudential has for some time had one of the most comprehensive e-commerce offerings for advisers across life and pensions as a whole. However, until very recently, a weakness in our offering was the lack of an online submission and underwriting capability for protection business.
Download the Prudential PDF Case Study (31 KB)
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Founded in Edinburgh, Scotland in 1825, Standard Life is one of the world's leading mutual financial services organisations. In 2002, Standard & Poor's confirmed Standard Life Group's Triple A rating for the 13th consecutive year. The Standard Life Companies Group includes Standard Life Assurance Company, Standard Life Bank, Standard Life Investments and Standard Life Healthcare. |
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An article by Standard Life on delivering a world class eCommerce solution. It appeared on page 14 of the Money Marketing 2006 survey.
Download Money Marketing Awards PDF (1 MB)
How Standard Life is making its move on the protection market with its online offering
Download the Standard Life PDF Case Study (33 KB)
Press Release
Standard Life Licenses Front Office for Underwriting Automation
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Headquartered in London, England, HSBC Holdings plc is one of the largest banking and financial services organisations in the world, with an international network comprising of over 9,500 offices in 79 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. |
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HSBC deploys underwriting weapon to beat the competition in the UK insurance market
Download the HSBC PDF Case Study (260 KB)
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Founded in 1810, The Hartford Financial Services Group, Inc. (NYSE: HIG) is one of the largest investment and insurance companies in the United States. Recognised for its diverse portfolio of products and distribution networks, The Hartford serves customers through independent agents and brokers, financial institutions, affinity groups and via the Internet. Approximately 11,000 independent agencies and more than 100,000 registered brokers/dealers sell this company's products. A teleunderwriting research report from Celent, profiles The Hartford as a case study. Click here to request the full report. |
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Getting The Product To The Customer, a call centre distribution case study from The Hartford:
- Using innovative distribution techniques and the right technology to reduce sale cycle times and costs
- Building a new business process solution around the specific needs of a distribution channel
- Measuring and building on success
Download the Hartford Powerpoint Presentation (1 MB)
The client faced multiple challenges including a process that was difficult to scale, did not
provide pro-active statusing desired by producers, and was ultimately challenging to manage.
Download the Tele-underwriting PDF Case Study (72 KB)
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Founded in 1899, National Life has been a strong performer in the insurance industry, offering flexible products and plans for clients across Canada and the Caribbean. National Life provides Individual Life insurance, Group Life & Health Insurance and Retirement Funds, alongside a portfolio of powerful Investment Products. |
Press Release
National Life Launches Innovative Online Broker Initiative Using Allfinanz xpertBridge
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Friends Provident is a leading financial services group in the UK and a member of the FTSE100 Index of leading UK companies. Since 1832, Friends Provident has provided two core business offerings: Life and Pensions, and Asset Management. Both of Friends Provident's core businesses are rated in the top 10 of their respective sectors in the UK and both are included in the FTSE4Good Index. |
Press Release
Friends Provident Rolls Out IFA Internet Strategy With Allfinanz Technology
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With an expanding international presence, this leading US bancassurer is among the largest U.S. insurance and financial services holding companies. With roots that go back more than a century, they launched as a new publicly traded company in 2004 with the largest IPO of the year. They're a component of the S&P 500 index of leading U.S. companies and a member of Fortune 500. |
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The deployment of xpertBridge resulted in a new business acquisition costs being cut by 80% and sales cycle times reduced from months to minutes, to the considerable delight of customers and intermediaries.
Download the Bancassurance PDF Case Study (259 KB)
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When Direct Line Group started from scratch in April 1985 with a single product - motor insurance - they were also the first UK insurance company to use the telephone as their main channel of communication. They now have over 5 million customers and a large range of products and services, still doing business over the phone and now via the internet in the UK, Germany, Italy, Japan and Spain. |
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National Irish Bank first opened its doors in 1988 with a head office in Dublin and a branch network throughout the Republic of Ireland. The bank, renamed following a take-over by National Australia Bank, originally traded as Northern Bank (Ireland) Ltd. In 1998, their parent company, National Australia Bank, decided to transform its regionally based group of banks into a global financial services organisation. As part of National Australia Bank's international financial services group, they operate out of 15 countries over 4 continents. |
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Headquartered in Toronto, Canada, with more than 51,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Financial Group (TDBFG). The TD Bank Financial Group offers a full range of financial products and services to approximately 13 million customers worldwide through three key business lines: Personal and Commercial Banking, Wealth Management and Wholesale Banking. |
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Ulster Bank Group, a member of The Royal Bank of Scotland Group, is a leading provider of financial services in both the Republic of Ireland and Northern Ireland. The Bank's activities are handled by two main customer facing business divisions - Ulster Bank Retail Banking and Ulster Bank Corporate Banking & Financial Markets, assisted by the Manufacturing, Central Services and Finance support functions. |
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The Bank of Valletta Group is a leading Maltese financial services provider and is made up of Bank of Valletta plc. It is also the parent company of its subsidiaries: BOV Stockbrokers Ltd and Valletta Fund Management Ltd. |
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The following is a case study of the fully integrated new business processing and back-office administration solution that Allfinanz provided for two market dominating financial institutions in Europe.
Download the Integration PDF Case Study (43 KB)
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Middlesea Valletta Life is the leading Maltese provider of individual life assurance, investment products, retirement planning schemes and house loan products. Middlesea Valletta Life together with Bank of Valletta is a successfully established and pioneering Bancassurance operation in Malta through the Bank's network of 53 branches. During the last few years the company has seen extraordinary growth. |
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The following is a case study of the fully integrated new business processing and back-office administration solution that Allfinanz provided for two market dominating financial institutions in Europe.
Download the Integration PDF Case Study (43 KB)