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Lincoln Financial Group

Lincoln Financial Group

Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $221 billion as of June 30, 2008. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; and Lincoln UK.

Challenge

  • Increase productivity of agents by rolling out a “Next Gen” On Demand desktop
  • Needed a low cost method of updating data from multiple systems into Salesforce (EDS, MDMS, Lead Systems, etc.) with minimal impact on IT
  • Improve data quality and enrich data with Geocode info to aid in sales call planning

Solution

  • Implemented Informatica data integration solutions for Salesforce to consolidate cleanse and enrich all required data for “Next Gen” On Demand desktop
  • Implemented common data synchronization routines across multiple disparate back end systems

Benefits

  • Gained common data synchronization processes across multiple disparate back end systems, assuring data consistency
  • De-duplicated data, validated address information, and checked for completeness of data
  • Enriched data with Geocoding information

Next Steps: