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89 High Street South
Kew VIC 3101

Phone
1300 414 330

Superannuation CRM

An out-of-the-box CRM solution for Superannuation that works with aggregated data in near real-time.

A key focus of superannuation is to provide timely and accurate information to Members. Traditionally, this process has involved access to multiple disparate systems that require highly-skilled operators to collect and interpret the data and then format it in a way that is useful to the Member.

Oban’s Superannuation CRM (SCRM) will play a significant role in contributing to an overall landscape of new technology and new processes, that in the long-term will materially improve the benefits of superannuation for Members and in the short-term will allow Funds to better understand and communicate with their Members.

Key features of the SCRM include:

Access to near real-time Registry data via a variety of methods:
- API calls for passing requests to the Registry (e.g. request a change in insurance cover)
- ETL for passing data from the Registry to the CRM (e.g. member address)
- virtual entities for a view into database tables in the Registry (e.g. transaction records)
Contact centre integration
Document management integration
Set of standard member detail forms (e.g. contact, address, insurance, nominated dependants)
Task management system
History of every event that has happened to the Member