Pension and Annuity Investment Analysis

Pension and Annuity Investment Analysis

This national life insurance provider needed to replace a legacy mainframe system that provided client managers (i.e. sales people) with reporting on their client service, life and annuity product sales, and investment performance. The new system delivered by CTI provided two critical benefits – a self-service reporting and analytics capability for the sales and service organization; and elimination of the costly mainframe technology.

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