技术
- 应用基础设施与中间件 - 数据库管理和存储
- 基础设施即服务 (IaaS) - 云数据库
适用行业
- 金融与保险
适用功能
- 销售与市场营销
用例
- 基于使用的保险
关于客户
Zywave 是保险科技行业的领先企业,提供广泛的基于云的销售管理、客户交付、内容和分析解决方案组合。该公司成立于 1995 年,发展迅速,与 10 多个国家的 15,000 多家客户建立了合作伙伴关系。在过去的四年里,Zywave 通过收购九家公司扩大了业务范围。尽管取得了成功,但 Zywave 仍面临着数据卫生方面的挑战,因为其过时的客户数据库和快速的并购活动导致数据不一致和过时。
挑战
Zywave 是一家领先的保险机构软件提供商,在 2022 年面临着重大挑战。该公司已有 25 年历史的客户数据库充满了不一致和过时的数据,过去几年快速的并购活动加剧了这一问题。这导致数据库“脏”,阻碍了 CRM 的清洁。此外,由于 Zywave 的解决方案范围广泛,因此拥有多个理想客户档案 (ICP),因此很难实现个性化营销工作。该公司还面临 Salesforce 中 2,000 多个活跃帐户缺少网站链接的问题,这对于 6sense 意图数据至关重要。这些客户被分配给销售代表,但缺乏准确的数据影响了他们基于客户的营销 (ABM) 策略的有效性。
解决方案
为了应对这些挑战,Zywave 与 6sense 合作。第一步是清理数据库。 Zywave 更新了错误标记的机会,对个人保险经纪人进行了重新分类,并添加了指向其 Salesforce 实例的缺失链接。他们使用 6sense Orchestrations 和细分创建了细分,其中个别经纪人被列在国家保险链下。一旦识别出缺乏网站信息或小型经纪商的账户,Zywave 就能够充分利用 6sense 的定向广告潜力。 6sense 的警报功能也发挥了至关重要的作用,通过各种渠道向卖家更新帐户活动信息。当买家访问 Zywave 网站、填写表格、参加网络研讨会或研究竞争对手的解决方案时,这些警报会通知销售代表,使他们能够针对销售或追加销售机会快速采取行动。
运营影响
数量效益
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.
相关案例.
Case Study
Real-time In-vehicle Monitoring
The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”
Case Study
Safety First with Folksam
The competitiveness of the car insurance market is driving UBI growth as a means for insurance companies to differentiate their customer propositions as well as improving operational efficiency. An insurance model - usage-based insurance ("UBI") - offers possibilities for insurers to do more efficient market segmentation and accurate risk assessment and pricing. Insurers require an IoT solution for the purpose of data collection and performance analysis
Case Study
Smooth Transition to Energy Savings
The building was equipped with four end-of-life Trane water cooled chillers, located in the basement. Johnson Controls installed four York water cooled centrifugal chillers with unit mounted variable speed drives and a total installed cooling capacity of 6,8 MW. Each chiller has a capacity of 1,6 MW (variable to 1.9MW depending upon condenser water temperatures). Johnson Controls needed to design the equipment in such way that it would fit the dimensional constraints of the existing plant area and plant access route but also the specific performance requirements of the client. Morgan Stanley required the chiller plant to match the building load profile, turn down to match the low load requirement when needed and provide an improvement in the Energy Efficiency Ratio across the entire operating range. Other requirements were a reduction in the chiller noise level to improve the working environment in the plant room and a wide operating envelope coupled with intelligent controls to allow possible variation in both flow rate and temperature. The latter was needed to leverage increased capacity from a reduced number of machines during the different installation phases and allow future enhancement to a variable primary flow system.
Case Study
Automated Pallet Labeling Solution for SPR Packaging
SPR Packaging, an American supplier of packaging solutions, was in search of an automated pallet labeling solution that could meet their immediate and future needs. They aimed to equip their lines with automatic printer applicators, but also required a solution that could interface with their accounting software. The challenge was to find a system that could read a 2D code on pallets at the stretch wrapper, track the pallet, and flag any pallets with unread barcodes for inspection. The pallets could be single or double stacked, and the system needed to be able to differentiate between the two. SPR Packaging sought a system integrator with extensive experience in advanced printing and tracking solutions to provide a complete traceability system.
Case Study
Transforming insurance pricing while improving driver safety
The Internet of Things (IoT) is revolutionizing the car insurance industry on a scale not seen since the introduction of the car itself. For decades, premiums have been calculated using proxy-based risk assessment models and historical data. Today, a growing number of innovative companies such as Quebec-based Industrielle Alliance are moving to usage-based insurance (UBI) models, driven by the advancement of telematics technologies and smart tracking devices.
Case Study
Enhancing Security and Compliance in Remitly's Global Money Transfer Service with Fastly
Remitly, an online remittance service, was faced with the challenge of securing its proprietary global transfer network. The company needed a security solution that could meet PCI requirements and protect customers' sensitive transactions through its mobile application. The solution had to be capable of defending against new and emerging attack types without impacting performance. Remitly also had to deal with irregular traffic patterns, such as a sudden spike in account transfers from a small network segment on the Pacific coastline of South America. The company needed to determine in real time whether such traffic indicated an attack or valid requests. A traditional web application firewall (WAF) would not be able to distinguish this traffic, potentially leading to customer frustration if the IP was blacklisted.