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This global investment company is where the big money goes to grow. Major corporations, institutions, governments and high net worth individuals around the world count on the Company for timely information, sound advice and strong customer relationships. So in 1997, the Company introduced a website dedicated to providing information and research to its customers at the click of a mouse.
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"Our E.piphany solution is generating a clear return on investment for the client and now serves as the platform for further development of their CRM initiatives."
- Bob Upham, CEO Chatham Systems Group
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While the information going out to customers via the website was excellent, the information coming back was lacking. Despite its multi-million dollar investment, the Company could not determine the value of each customer using the site or how it was being used. This made it impossible for the Company to justify its website investment, measure its success, or alter the content of the website to meet the changing needs of its customers.
Following an exhaustive search, the Company selected Chatham Systems Group over other integrator partners because of Chatham Systems' expertise in implementing E.piphany's Enterprise Insight for E-Commerce (EIEC) solution, and its experience in developing enterprise data warehousing solutions. The Company was confident that with the right integration partner, the E.piphany EIEC solution would position it for better customer relationships.
Once the partnership was forged, Chatham Systems was immediately faced with the challenge of integrating the E.piphany EIEC solution with the Company’s equity and fixed income customer information and existing website information. This is when the partnership paid an early dividend. Chatham Systems not only overcame this challenge, but did so in record time—delivering a 4-month project in just 2 months' time.
When Chatham Systems implemented the E.piphany EIEC solution, the Company realized an immediate return on investment. The Company is now able to fully understand what customers are doing at its website, how much time they are spending there, what types of customers are using the site and what information was being accessed most and least.
The Company soon knew how valuable its website was to its customers as well as to itself. It put this information right to work—making decisions to further enhance the value of the site. The Company now knows precisely which areas of the site are worth investing time and money to improve, which areas should be removed and how to make each area more accessible. The E.piphany EIEC solution can now be expanded to campaign management, which would put the Company on the path to target its most valuable customers.
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