Our team has extensive experience in offering tailored solutions to the banking and securities, insurance and wealth management sectors across all business units and welcomes the opportunity to discuss your current challenges.

Examples of our work include:

• Implementing web/content management solution for leading wealth management company
• The Industry Initiative of ‘Pen or PIN’ across 250 Financial Institutions – an Australian first by Phoenix!
• Developing new channel strategy and launching for IOOF
• PMO for large superannuation company
• Level 1 support / help desk for GE and Sydney Water
• Evaluate and launch CRM for financial institutions dealer network
• Evaluate and implement revenue management system and software