NU Online News Service, June 8, 2004, 6:26 p.m. EDT – AXA Financial Inc. wants to transform its 5,500 agents’ computers.[@@]
The New York financial services company, a unit of AXA S.A., Paris, is spending $21 million to update a 10-year-old, homegrown client contact and proposal-generation system with a new, Web-based system, company executives say.
The new system will help agents attract and keep customers, and it also will help managers track agents’ productivity and adherence to suitability standards, AXA Financial says.
AXA Financial is using software from Siebel Systems Inc., San Mateo, Calif., to develop the new agent support system.
Agents will get a planning system, marketing tools, a calendar, to-do lists, document-management tools and automated systems for handling tasks such as identifying opportunities to sell existing customers additional products.
Agents can synchronize each “workstation” with handheld devices, share records with sales managers and colleagues, and get quick looks at incentive compensation performance.