The insurance organization wanted to modernize its customer management and improve its online service offerings while improving compliance with international standards.
Helvetia Group is a European insurance company specializing in life, property and casualty insurance as well as reinsurance. With its almost 5,200 employees, Helvetia has annual premium income of CHF 7.5 billion.
In a tightly regulated environment, Helvetia must constantly adapt to changing requirements, including new laws concerning freedom of information.
The company sought to establish tighter control of access to sensitive customer information, for improved compliance with international standards. The goal was to increase security without adding to staff administration costs.
On the back of recent profit growth of 9.2 percent, the company wanted to modernize its customer management and improve its online service offerings, facilitating further growth in the future. Helvetia aimed to use customer interaction more efficiently to leverage cross-selling opportunities.