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Connected CRM and Customer Value Optimization

Separating Leaders from Laggards

In this paper, Merkle’s Troy Ihlanfeldt, Associate Partner, Insurance & Wealth Management, discusses the major factors separating winners from lower-performing companies in the insurance, wealth management and healthcare (IWMHC) industries.

These considerations are based on results from a proprietary study conducted with senior industry executives. Insights from this research indicate that companies with more advanced cCRM capabilities report stronger revenue and profit performance.

Key Takeaways

  • The link between company performance and successful CRM programs
  • The ideal state, and assessing how close your organization is to reaching it
  • Why high growth companies embrace CRM instead of acquisition and costs

Featured in this report:

High growth companies and their investment priorities