Pyxis Mobile Extends AIC Sales Data to Wholesalers

16 September 2008

Pyxis Mobile, the leading provider of wireless applications for the financial services industry, announced that AIC Limited has selected their industry-leading software in support of their regional sales group. AIC's implementation of the mobile application includes bi-directional access to both Customer Relationship Management (CRM) and sales tracking tools for their sales and sales management professionals. With its Head Office in Burlington, Ontario, AIC is one of Canada's largest privately-held mutual fund companies with assets under management exceeding $6 billion.

With their implementation of Pyxis Mobile, AIC is taking a multi phase approach by extending their CRM and sales data initially, and then adding future application enhancements to expand capabilities and information for their wholesalers. AIC utilized Pyxis Mobile's configurable wholesaler application to power two critical business workflows -- sales directors gain wireless access to their individual territories, while regional VPs have visibility across all territories they manage. The common screens for each group are shared, while workflow-specific screens are accessible only by users from that group, all without coding or software re-deployment.

"We chose Pyxis Mobile because we feel it is the best in class application," says Miles Radoja, AIC Vice-President, Sales Administration. "We knew that user adoption would be strong because of its popularity in the financial services industry and it turns out that it has been far better than we planned for. Feedback from the field has been extremely positive. Every wholesaler has jumped into this with both feet, and there hasn't been any resistance from the field in using it."

"AIC demonstrates their commitment to excellent service by providing real-time access to their customer-focused field force," says Todd Christy, President & CTO of Pyxis Mobile. "We are excited to provide the mobile application platform that powers their advanced business strategy."

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