Congratulations to Lincoln Financial Group!
Southport congratulates our customer, Lincoln Financial Group, for its recent award by the Insured Retirement Institute (IRI), the leading association for the retirement industry, representing insurers, asset managers, broker-dealers/distributors, and 150,000 financial professionals.
The IRI Marketing Innovation Award recognizes companies who are making breakthroughs in developing new products and services, education resources, and marketing campaigns to encourage consumer retirement planning. Lincoln won the award in the distributor category for its Territory Visualizer tool built using the MicroStrategy platform.
Investing in Data to Improve Customer Interactions
After years of working with a system that required wholesalers to manually collect and manipulate data, Lincoln Financial Distributors realized that they needed a solution that could automate the integration of data from a range of inputs, including their sales and internal demographic data as well as external industry sources and salesforce.com. They partnered with Southport and MicroStrategy to develop the Territory Analyzer to help increase wholesaler productivity and create better better customer experiences.
With this award, IRI has recognized Lincoln as an innovator in the financial services industry. We’re proud to have been a part of the process and excited for Lincoln to be honored with this award.
Read more about the Lincoln’s Territory Analyzer.
Learn how Southport can help your company create prize-winning MicroStrategy applications.