Roma EAI Portal Connects Back Office and Front Office to Enhance Customer Relationship Management

Strategic Insights -

Candle Corporation, a leader in industrial-strength, e-business solutions for Enterprise Application Integration (EAI), has announced that The Equitable Companies (NYSE: EQ), one of the world's leading insurance and investment organizations, has chosen Candle Roma Business Service Platform (BSP) as its Customer Relationship Management (CRM) integration platform. The Equitable will work with Candle using its Roma EAI solution to build a "CRM portal" in support of The Equitable's CRM initiative to provide improved customer service.

Key Takeaways:

  • The Equitable will use Candle's Roma EAI solution to build a CRM portal by connecting its CRM application with its back office systems, providing a 360-degree view of agents and customers.
  • Roma will help the CRM portal achieve a 360-degree view of agents and customers by providing an "integration backplane," into which customer information and transactions can be "socketed in."
  • The Roma CRM portal will greatly enhance customer service and allow agents to handle greater account volumes.
  • Roma's scalability will enable The Equitable to support its growth plans, which include expanding distribution outlets beyond its 7,000 sales force to include major national and regional brokerage firms, financial planning firms, as well as banks and other financial institutions.
  • Roma BSP will provide a new EAI architecture to support Equitable's growth plans, integrating installed applications currently running on multiple heterogeneous platforms and providing an intuitive environment to streamline future cross-platform application development.
  • Candle holds a leadership position in advanced EAI technologies, offering the only proven solution designed to address three different kinds of EAI challenges, including message broker-, component-, and process-based EAI.
  • Roma BSP also provides a common API for integrating across different brands of Message Oriented Middleware (MOM), enabling users to write their applications only to the Roma API without having to worry about the underlying transport mechanism.

Statistics:

  • The Equitable expects to expand its distribution outlets to include major national and regional brokerage firms, financial planning firms, as well as banks and other financial institutions.
  • Roma BSP will integrate installed applications currently running on multiple heterogeneous platforms, providing an intuitive environment to streamline future cross-platform application development.
  • The Roma CRM portal will handle greater account volumes, enhancing customer service.
  • The Equitable has chosen Candle's Roma, based on the strength of today's technology, the clarity of the "vision" for future development and enhancement, as well as the corporate strength in services.
  • Candle has a demonstrated history of providing product leadership in conjunction with the delivery of solid business benefit.

Sources:

  • "Candle Corporation" press release, Sept. 7, PRNewswire
  • "The Equitable Companies" website, [www.equitable.com](http://www.equitable.com)
  • "Candle Corporation" website, [www.candle.com](http://www.candle.com)