Improve CRM and Lead Generation


Financial Services & Insurance Industry Solutions

We help financial companies empower intelligent banking and insurance with customized technology solutions that are seamless and secure. We leverage solutions such as Intelligent Marketing, Compliance Tracking, and Migrating Line of Business Apps to redefine how financial companies do business. 

Research has shown that increasing customer retention by 5% can lead to increased profits of 25% to 95%. Spyglass MTG leverages Azure AI Services to cross-sell/up-sell, derive customer relationship quality, build market segment analysis, generate demand forecasting, lead generation, analyze customer sentiment, build new customer loyalty, drive top line revenue growth and margin improvement with behavioral analysis of the consumer to drive more relevant offers and recommendations, and implement personalized marketing and personalized pricing and promotions. Understanding and analyzing your brand’s Customer Lifetime Value is the key to unlocking insights that can help you increase your customer loyalty and profitability.

Compliance Tracking is an important step in ensuring that analysts are meeting your corporate compliance requirements. Proper Compliance Tracking can help you make sure that a designated individual does not have a conflict of interest with the company with which you are meeting. It can also help you to identify the topics that will be covered before the call so that everyone can be prepared and stay on track. After the phone call, Compliance Tracking will help you attest that no material information was disclosed during the call.

Modernizing your portfolio of on-premises applications can enable you to gain strategic advantage and reduce costs. Adopting cloud techniques, such as microservices containerization using Docker and Kubernetes, enables the business to rapidly innovate and scale. 



Case Study

For a large insurance company, we improved their Cloud Analytics program to assist underwriters in making more informed decisions. We helped move their analytics processes to the Azure cloud and then identified that they had developed cloud workloads on environments that were not foundationally protected. Security was of high importance with this company, so we recommended a current state evaluation with our security and governance assessment approach with a full recommendations and deployment plan as the deliverable. With great level of detail, we mapped and integrated Microsoft Security guidance, the Microsoft Cloud Adoption Framework (CAF), and NIST, in order to provide an interactive road map to help this company, and other clients, consume the best practices in a visual way, making the assessment actionable and less overwhelming. We helped this company better align their business and technical strategies and move towards a cloud native approach with an identity-based security perimeter for their business while improving their data and analytics capabilities.