Lincoln Financial Group increased wholesaler productivity with a mobile app.
Lincoln Financial Group, a leading intermediary between financial advisors and individual investors, leveraged MicroStrategy to build their Territory Visualizer mobile application. With this iPad app, 700 external and internal wholesalers and support personnel have access to comprehensive, updated views of their territories. This mobile application was so successful that the Insured Retirement Institute awarded it with its 2016 Marketing Innovation Award. Read the case study to see how MicroStrategy helped wholesalers at Lincoln Financial Group increase their productivity and better serve their customers.
“Territory Visualizer puts intelligence in the hands of wholesalers – increasing their productivity, enabling them to be closer to the customer, and creating better customer experiences”
CMO Annuity Solutions, Lincoln Financial Group