Scottish Widows, one of the UK's largest
providers of pensions, life and
investment products. today manages
client funds in excess of £90 billion. It has
a multi-sales channel capability through IFAs, Direct Sales,
Direct Marketing and the Lloyds TSB Branch Network. Phoenix
delivered a bespoke Content Management and Business Process Management
solution which provided Scottish Widows with a single work processing system
across multiple departments. All work is routed and
referred to the correct case manager regardless of location,
providing improved service and productivity.
Special focus: 1000 licences were
purchased. The system was first rolled out to the mailroom and
the payments departments, and then subsequently to private
client, new business and corporate pensions departments.
Scottish Widows now has a paperless work processing
environment across five different departments... More
>>