Automated Data Integration To Increase Productivity
Lincoln Financial Group provides advice and solutions that empower people to take charge of their financial lives with confidence and optimism with life insurance, annuities, retirement plan services and group protection.
MANUAL DATA COLLECTION CURBED PRODUCTIVITY
Lincoln Financial Distributors, one of Lincoln Financial Group’s (LFG) subsidiaries, had spent years working with a system that required its wholesalers to manually collect and manipulate data about their assigned territories and customers. This system inhibited wholesaler productivity and hurt internal user and end-customer experiences. Lincoln Financial Distributors needed a solution to automate data integration from a variety of inputs and sources, including sales and internal demographic data, external industry sources, and Salesforce in order to increase data accuracy and wholesaler efficiency.