BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), the leading global provider of financial services
technology solutions, announced today that Wintrust
Financial, a Chicago-based financial holding company with more than
$14 billion in assets, is implementing EnAct™,
its relationship sales management solution for financial institutions.
Using the EnAct solution from Fiserv, Wintrust Financial's bankers will
now have a holistic view of client relationships with access to sales
productivity tools to execute local outreach programs, track
relationship management and prospecting activities and monitor
opportunity pipelines.
EnAct leverages Microsoft
Dynamics CRM® and is designed to serve the distinct needs
of banks' primary lines of business — Retail, Commercial and Wealth —
enabling Wintrust Financial to deploy a single, banking-ready CRM
solution enterprise-wide. In implementing EnAct, Wintrust aims to better
support collaboration across its organization, enabling referrals
between divisions and facilitating team-based management of high-value
relationships that span multiple business lines.
"We empower our community banks to manage their clients and their
markets locally but we also want to leverage our combined scale and use
the most advanced tools to serve our customers and grow our business,"
said Tom Ormseth, senior vice president, Wintrust Financial. "As part of
our expansion program, we identified the need for an enterprise customer
relationship management solution and we chose EnAct because it provides
us with specialized banking functionality on a versatile technology
platform. We felt Fiserv was the right partner for us because they
understood our business and had the experience and know-how to help us
succeed."
Wintrust Financial recognized that lack of user adoption is a common
pitfall of CRM projects so deep integration with Outlook was considered
an important benefit of EnAct. Outlook is integral to bankers' workday
at Wintrust; it's where they manage their time, contacts, tasks and
their email communication with clients and colleagues. EnAct is built on
Microsoft Dynamics CRM, so it is delivered as an extension of Outlook
and integrates seamlessly with Microsoft Office® applications
making it intuitive and easy to use and encouraging end-user adoption.
"By expanding its relationship with Fiserv, Wintrust joins a growing
family of banks that are using EnAct to help execute their growth
strategies," said David Dervish, managing principal, Customer Value
Enhancement, Fiserv.
Wintrust Financial began its initial rollout of EnAct to a pilot group
of more than 200 commercial bankers in December 2010 and is continuing
implementation to a total of 1,400 users across 15 community banks as
well as its various wealth management and specialized financial services
divisions.
To complement EnAct, Wintrust Financial also licensed AperioTM
Campaign Management and Aperio
Customer Analytics. These solutions will help Wintrust analyze
customer needs, identify opportunities and better manage centralized
marketing campaigns that support local business development initiatives.
Additional Resources:
About Wintrust Financial Corporation
Wintrust Financial Corporation (Wintrust) is a financial services
holding company based in Lake Forest, Illinois, with assets above $14
billion. The Company engages in the business of providing traditional
community banking services, wealth management services, commercial
insurance premium financing, mortgage origination, short-term accounts
receivable financing, and certain administrative services, such as data
processing of payrolls, billing and treasury management services. The
Company provides community-oriented, personal and commercial banking
services to customers located in the greater Chicago, Illinois and
southern Wisconsin metropolitan areas (see map) through its 15 wholly
owned banking subsidiaries.
About Fiserv
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of
information management and electronic commerce systems for the financial
services industry, driving innovation that transforms experiences for
financial institutions and their customers. Fiserv is ranked No. 1 on
the FinTech 100 survey of top technology partners to the financial
services industry. For more information, visit www.fiserv.com.
FISV-G
Media Relations:
Julie Nixon
Public Relations Manager
Fiserv,
Inc.
678-375-3744
julie.nixon@fiserv.com
or
Additional
Contact:
Wade Coleman
Director, Global Communications
Fiserv,
Inc.
678-375-1210
wade.coleman@fiserv.com
Source: Fiserv, Inc.
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