Case Study: IA Clarington Investments Inc achieves streamlined information flow and a 21% increase in CRM captures with BlackBerry

Leading Financial Services Company Streamlines Information And Improves Customer Service Using Blackberry Solution

IA Clarington Investments Inc., a large Canadian investment firm and subsidiary of Industrial Alliance, struggled to keep its coast‑to‑coast, highly mobile sales force up to date and to capture timely, accurate client interactions in its CRM. Remote advisors often delayed entering meeting details, causing lost information, administrative backlogs and inefficient communication between field staff and regional offices.

IA Clarington built and deployed an in‑house BlackBerry application (built on BlackBerry Enterprise Server and integrated with its CRM) that leverages native Email, Calendar and GPS features and pushes marketing content and media to devices. The solution streamlined information flow, cut weekly administrative work, boosted employee engagement and improved real‑time CRM capture—resulting in about a 21% increase in client interactions recorded and higher overall sales productivity.

IA Clarington Investments Inc

George Ho

Vice-President of Information Systems and Technology