Innoveer Solutions Announces Business Intelligence Customers

Irish Life and CIMA Implement Business Intelligence Programs to Transform Data into Actionable Information

BOSTON--()--Innoveer Solutions, an award-winning customer strategy and solutions consultancy, today announced two customer successes: Chartered Institute of Management Accountants (CIMA), the only international accountancy body with a sole focus on business, and Irish Life & Permanent plc (Irish Life), a leading provider of personal financial services in the Irish market. They are both working with Innoveer to implement advanced business intelligence (BI) programs to transform the data gathered from their CRM systems. Once transformed, the information is used to make informed management decisions and help the companies achieve their customer management goals focused around increasing overall sales and marketing effectiveness and efficiency.

After using CRM to collect and track data for a number of years, CIMA chose to invest in BI to improve its reporting and more accurately segment and target customers and prospects. “BI enables us to analyze our service requests; understand why our customers, students and members are contacting us; and uncover what their issues are,” said Tricia Buchanan, Head of Programme Management at CIMA. “Then, we can attack the root causes to not only reduce incoming calls, but also to improve the customer experience and allow them to return to what they should be focusing on, which is either managing their business or studying for our qualifications.”

Irish Life invested in BI so that the company would be equipped to achieve the business outcome of increasing customer and shareholder value. “BI provides the platform that allows us to analyze customer data, provide in-depth insight about our employees and customers and draw intelligent conclusions that allow us to continuously make improvements,” said Aine Cassidy, Executive Manager – CRM at Irish Life.

CIMA and Irish Life join a growing number of forward-thinking organizations that are going beyond creating a 360-degree view of sales, service and marketing activities to take their CRM programs to the next level with BI. “More and more today, maintaining a competitive advantage requires the transformation of data into actionable intelligence, to continually improve customer-facing strategies,” said Bas Swüste, Vice President, Business Intelligence at Innoveer Solutions. “By integrating BI capabilities into their existing CRM systems, CIMA and Irish Life are now poised to achieve their future efficiency, growth and customer satisfaction goals.”

Click here to view Innoveer’s recent white paper on maximizing BI program effectiveness, “Increased Business Intelligence: Turning Customer Data into a Competitive Advantage.”

About CIMA

CIMA (the Chartered Institute of Management Accountants) is the only international accountancy body with a sole focus on business. It is a world leading professional institute that offers an internationally recognized qualification in management accountancy, focusing on accounting in business in both the private and public sectors. It is the voice of 164,000 students and members in 161 countries. CIMA is committed to upholding the highest ethical and professional standards of members and students, and to maintaining public confidence in management accountancy. For more information about CIMA, please visit

CIMA is responsible for the education and training of management accountants who work in industry, commerce and not-for-profit and has more members in the public sector than any other UK-based body. CIMA prides itself on the commercial relevance of its syllabus, which evolves continually to reflect the latest developments in global business. CIMA has been awarded superbrand status in the UK for a second year in a row this year and for the first time in Sri Lanka. According to independent research conducted by the University of Bath School of Management, CIMA’s syllabus and examination structure are the most relevant to the needs of business of all the accountancy bodies assessed. See the CIMA Difference report for further information at

About Irish Life & Permanent plc

The Irish Life & Permanent Group is a leading provider of personal financial services in the Irish market. The group formed from the merger of Irish Life plc and Irish Permanent plc in 1999. The group’s strategic focus is on Ireland and its successful economy, with the ambition to be the number one provider of personal financial services.

Irish Life is Ireland’s largest life assurance company and the market leader in the provision of life, pension and investment products. Its products and services are distributed through a wide range of channels including bank branches, independent intermediaries and brokers, the Irish Life salesforce and directly to customers. Permanent tsb, formed following the acquisition of TSB Bank in 2001, is the retail banking operation of the group and is the leading provider of residential mortgage finance in Ireland. It offers a full range of personal banking services in the Irish market through a multi-channel distribution network of branches, intermediaries, agencies, retail outlets and internet.

About Innoveer Solutions, Inc.

Innoveer Solutions, an award-winning customer strategy and solutions consultancy, provides advanced customer management services to high-technology, life sciences and insurance companies, among others, in the areas of planning and strategy, technology implementation and optimization. The company’s deep industry knowledge, broad technical skills and Multishore Methodology enable organizations to address their critical customer-facing issues and achieve an integrated view of all customer information. With an exclusive focus on customer management since 1998, Innoveer has worked with more than 300 organizations to increase their overall business growth, improve internal efficiency and enhance the customer experience.


Innoveer Solutions
Caroline Wallach, 617-230-1479


Innoveer Solutions
Caroline Wallach, 617-230-1479