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EDS SOLCORP to integrate full Microsoft Dynamics CRM capabilities into WealthServ Solutions


LAKE BUENA VISTA, Florida – EDS SOLCORP (EDS) announced today plans to integrate Microsoft Dynamics CRM suite into SOLCORP’s industry-leading WealthServ Insurance and Investment solutions for broker dealers and insurance distributors. The enhanced capability will be available in late 2007.

A scalable, Web-based enterprise solution, WealthServ enables shortened time to revenue, increased customer satisfaction and improved cost savings. The ability to connect to the WealthServ Insurance and Investment databases through Microsoft’s Dynamics CRM solution will enable agents to have a complete 360 degree view of their customers’ portfolio. This ability will empower agents to improve communication with customers, track applications through their lifecycles, analyze business data and access real-time reports – all from their familiar desktops.

Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through purchase and post-sales. Microsoft Dynamics CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns and drive sales activities.

“By its adoption of Microsoft Dynamics CRM, EDS SOLCORP will be able to offer distributors as well as the financial services firms they represent leading-edge customer service to differentiate themselves in the marketplace,” says Dennis Maroney, Global Insurance Industry manager, Microsoft Corp. “We are pleased that EDS SOLCORP has chosen to work with Microsoft for these breakthrough initiatives as an active participant in the Microsoft Insurance Value Chain.”

As a member of the EDS Agility Alliance, Microsoft provides the standard platform for EDS’ desktop and server operating systems, and integrated development environments. EDS clients turn to the alliance for development, management and modernization of their mission-critical applications and infrastructure, including the next generation of .NET, workplace and mobility solutions.

“We are pleased to be teaming with Microsoft on this critical piece of our WealthServ offering and feel confident this is going to be a fantastic enhancement to the way end users access and deal with their customer information,” said Daniel Baron, newly-appointed president, EDS SOLCORP.

The EDS Agility Alliance is a coalition of market-leading infrastructure, application and business process outsourcing providers collaborating to innovate, develop and deliver the EDS Agile Enterprise Platform – EDS’ next-generation global delivery system. EDS Agility Alliance partners include Cisco, Dell, EMC, Microsoft, Oracle, SAP, Sun Microsystems, Towers Perrin and Xerox.


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