2009 Winner Profile

Lord, Abbett & Co.

Project Description:
Lord Abbet & Co. built Advisor Intelligence, an online BI application that supplies information on individuals and businesses to better help a financial advisor make a sale. The tool provides client tracking, e-mail alerts and customizable reports that can be stored online and rerun. According to the company, Advisor Intelligence allows financial advisors to identify new clients as well as to search client data by employer, client type, school affiliation and association with a philanthropic endeavor. The system has brought in 116 new advisors who have purchased more than $13 million in mutual funds for their clients.
Project type:
BI, CRM, Databases
Business Functions:
Asset management/maintenance, Sales , Customer service/support
Business Goal:
Strategic/Competitive advantage
Daria Foster, Managing Partner
Jersey City, N.J.
Financial Services
Revenue (2008):
View All 2009 Winners »