Superannuation CRM

An out-of-the-box CRM solution for Superannuation that works with aggregated data in near real-time.

A key focus of superannuation is to provide timely and accurate information to Members.  Traditionally, this process has involved access to multiple disparate systems that require highly-skilled operators to collect and interpret the data and then format it in a way that is useful to the Member.

Oban’s Superannuation CRM (SCRM) will play a significant role in contributing to an overall landscape of new technology and new processes, that in the long-term will materially improve the benefits of superannuation for Members and in the short-term will allow Funds to better understand and communicate with their Members.

Key features of the SCRM include:

• Access to near real-time Registry data via a variety of methods:
  • API calls for passing requests to the Registry (e.g. request a change in insurance cover)
  • ETL for passing data from the Registry to the CRM (e.g. member address)
  • virtual entities for a view into database tables in the Registry (e.g. transaction records)
• Contact centre integration 
• Document management integration
• Set of standard member detail forms (e.g. contact, address, insurance, nominated dependants)
• Task management system
• History of every event that has happened to the Member