Company Background

Irish Financial Institution (IFI) is a large multinational bank based in Ireland. With its headquarters in Dublin, operations run throughout Ireland. Providing a broad range of financial services to the personal, commercial, industrial and Agri financial sectors IFI has acquired more than a 20% market share in Ireland, making it the market leader.

White Clarke Groups relationship

Having worked with White Clarke Group (WCG) since 1999, IFI approached WCG seeking assistance replacing existing technology which was only accessible on obsolete devices. With a number of IFI’s account executives in the asset finance division using hand held devices which were long out of date, they demanded a software solution which would allow customer quotes to be passed on electronically in a stand-alone capacity. One of the criteria which WCG had to uphold was implementing a fast, efficient, cost effective solution resolute against the ever changing future dimensions of the market. It had to be able to withstand the changing facets of time as well as being able to be uploaded to a more broad range of systems and packages.

The new technology had to go far and beyond the previous package and fit more tightly in with strategic goals, supporting the entire sales team in an integrated approach, allowing quotes to be gathered in a more hostile marketing strategy.

In short IFI were looking for a package to deliver quotation and proposal capture, and underwriting. The solution also had to support wireless communications in the field through the use of dedicated mobile cards or via mobile phone uploads. In addition to providing full financial quotation facilities the solution also provides the sales person with email, diary and calendaring functions

Using Superwaba, WCG was able to combine their award winning Web Based Point Of Sale system along with modern, more flexible technology. The platform independence of Superwaba now means that the company is no longer tied to a single software supplier, and although happy with Palm, there is always the ability for IFI to switch to a more suitable alternative.

The Sales force is now more efficiently working with a modern system without the fear of using an obsolete component, allowing them to progress along a more controlled path to a more complete and strategic all round sales force solution.

Brendan Gleeson
The White Clarke Group
Sales and Marketing Director
http://www.whiteclarkegroup.com