Sedona Corp. Releases Intarsia Version 3.2

Share this content:
Sedona Corp., a provider of Web-based customer relationship management services for financial services companies, yesterday made available a new version of its CRM system, Intarsia.


Intarsia V3.2 was released following a structured beta-testing period by several Sedona customers.


Intarsia V3.2 includes a new Web-based query builder and report writer designed to assist users in creating and distributing critical reports and other information. The new system is a guided, point-and-click interface that enables small and midsize financial institutions to build and publish reports once, yet still provide a report that is tailored for each individual user.


According to Sedona, King of Prussia, PA, this enhanced Web-based system does not require any software installation or maintenance on the users' PC. This can save the organization time and resources, and allows for information to be accessed easily by anyone in the organization who is authorized.


Another feature in Intarsia V3.2 is Point of Service, which allows for more fluid availability of information. This new tool allows a financial institution's front-line employees to have information at their fingertips, and allows them to enter critical information that they gather during personal interactions with customers or members right into the system in real time.


Sales opportunities or support issues can be effectively passed and tracked to the right people in the organization for timely follow-up.


Several features were added to Intarsia V3.2 to provide sophisticated analytical capabilities, including Advanced Householding. Householding allows a financial institution to view an individual customer or member within the context of a household to improve the customer's overall market segmentation.


close

Next Article in Data/Analytics

Sign up to our newsletters

Company of the Week

USAData helps businesses find new customers and grow their current customers through a combination of data and digital marketing services, and easy-to-use SaaS technology products. We enrich customer data so businesses can more effectively target and communicate with customers, and connect them with their best look-alike prospects through digital and traditional channels. We make it easy through simple, self-serve applications and APIs, as well as through full-service programs managed by our Data and Digital experts. 

Find out more here »

Career Center

Check out hundreds of exciting professional opportunities available on DMN's Career Center.  
Explore careers in digital marketing, sales, eCommerce, marketing communications, IT, data strategies, and much more. And don't forget to update your resume so employers can contact you privately about job opportunities.

>>Click Here

Relive the 2017 Marketing Hall of Femme

Click the image above