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Putnam Investments

If you think that within five minutes of leaving a meeting, we can have all the information captured about that customer and visible throughout the organization, you realize the power. – Tom Holloran, Managing Director, Putnam

Business Challenge

  • Putnam Investments was already using mWholesaler® by Pyxis Mobile, a wireless application for financial services, in a connected synch fashion
  • Users were unhappy with their existing devices

Solution

  • A pilot project included deploying mWholesaler on BlackBerry® smartphones
  • The BlackBerry® Enterprise Server was used to connect proven BlackBerry push technology to their Siebel database

Results

  • Increased productivity
  • Competitive advantage
  • Better customer service
  • Reduced administrative effort
Industry Finance/Insurance
Region Americas
Company Size Large Enterprise
Type of Solution Sales Force Automation and CRM—accessing Siebel CRM system
Solution mWholesaler by Pyxis Mobile
More Information