Fiserv CCS: Customer Centered Solutions for the Financial Industry Branding, Collateral and Proposals Challenge: Fiserv, a world leader in contact management and CRM products and services for financial institutions, needed to define a new division which combined several business units that represented an innovative set of solutions for an integrated service offering. The problem was complicated by the absence of a clear definition of the new product offering and the lack of messages and materials to present. Solution: Droz created a project team to conceptualize a new product architecture that integrated both existing and new offerings. We created the message, product descriptions and an integrated system for presenting materials. In addition, we developed a selling system, proposal formats and training protocols for facilitating a transition for the sales force. Result: As a result of the selling and prospecting system, appointments and commitments were confirmed above projected goals. The product line was effectively packaged in time for several important presentations which led to proposals being presented and accepted. Back to Financial Services Case Studies
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