PeopleSoft details CRM package

PeopleSoft on Tuesday plans to announce a module for its CRM (customer relationship management) platform that is customized for the financial services industry.

The Web-based product, PeopleSoft 8 CRM for Financial Services, is intended for use by global banking, insurance, and brokerage institutions, according to the Pleasanton, Calif.-based company. PeopleSoft's new product provides a view of the customer that includes complexities of personal, professional, and fiduciary relationships.

Support representatives can gain access to a customer profile and customers have access to their own information, according to PeopleSoft. This customer-centric view allows for more informed responses to customer inquiries and enables up-selling and cross-selling of additional financial products and services, PeopleSoft said.

Configuration of the product can be done by a business user, as opposed to requiring a programmer. There is no need to alter data models or write additional code, PeopleSoft said. Account- and role-based security functions are part of the product.

PeopleSoft 8 CRM for Financial Services is scheduled to ship in December.

The company also plans other industry-specific CRM offerings in 2002, including modules for the insurance and communications industries.

Join the newsletter!

Or

Sign up to gain exclusive access to email subscriptions, event invitations, competitions, giveaways, and much more.

Membership is free, and your security and privacy remain protected. View our privacy policy before signing up.

Error: Please check your email address.

More about PeopleSoft

Show Comments