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A Thomson Reuters Elite Case Study
Ozannes, a leading Channel Islands law firm preparing to merge with Mourant du Feu & Jeune, faced limitations from a basic, non‑integrated CRM that prevented linking client records to financial data, running tiered communications, or managing events and consistent messaging during the merger.
By implementing Thomson Reuters Elite Contact Manager (integrated with Elite 3E, Outlook, email marketing and web forms) and cleansing legacy data, Ozannes gained a centralized, user‑friendly platform that automated email and event workflows, improved list management and data quality, and enabled identification of top clients—delivering time savings, better user adoption and more targeted, strategic business development.
Pip Bowyer
Head of Business Development and Marketing