Oracle Press Release
DundeeWealth Selects Oracle® CRM On Demand as Core Platform

Independent Wealth Management Company to Integrate and Expand CRM Processes For Improved Cost-Savings and Agility Across Lines of Business

Redwood Shores, CA – April 15, 2010
News Facts

DundeeWealth, a Canadian-owned, independent wealth management company that currently oversees $69.9 billion in fee earning assets, has selected Oracle® CRM On Demand to integrate and deploy CRM processes throughout the Company.
With more than 1,200 employees inNorth America, DundeeWealth creates and provides investment solutions and offers capital markets and advisory services to financial advisors, institutions, corporations and foundations.
The CRM software market includes major players such as Microsoft and Salesforce. Yet, DundeeWealth chose Oracle CRM On Demand after a thorough due diligence process because of its agility in deployment, mobility and quick return on investment. The technology is designed to give all users access to relevant customer information and details about each line of the business in real-time and from anywhere including a mobile device, potentially contributing to further sales growth. The Company expects to realize improved cost efficiencies and productivity through reduced maintenance and operations expenses and increased analytic tools for business intelligence.
DundeeWealth expects to use an integrated approach by deploying Oracle CRM On Demand across all of its lines of business including investment management, capital markets and financial advisory as well as all relevant departments, such as sales, marketing, call centre, compliance and operations. Oracle CRM On Demand allows DundeeWealth to deploy applications quickly and effectively across all business units on a single platform.
DundeeWealth uses other Oracle software in its stack, including Oracle’s Siebel CRM and Oracle Database for the past five years.
Supporting Quote

“Oracle CRM On Demand enhances our existing Oracle platform, providing an integrated solution with incredible flexibility, mobility, agility and lowered total cost of ownership,” said To Anh Tran, Senior Vice President of Business Transformation and Technology at DundeeWealth Inc. “Using Oracle as a partner in the expansion of DundeeWealth’s CRM processes reinforces our client-centric approach to customer service and we believe it gives us a competitive advantage. As we begin our deployment, we are confident that Oracle is with us every step of the way.”
“We are excited to work with DundeeWealth as they begin this great implementation of Oracle CRM On Demand,” said Anthony Lye, Senior Vice President of CRM at Oracle. “Oracle CRM On Demand is the definitive answer for any organization to gain more insight and more productivity across business units.”

Supporting Resources

Oracle CRM On Demand
Siebel CRM
Oracle Database
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