We are proud to announce that Ameriprise Financial, in partnership with Speridian Technologies, was awarded the coveted Thinker Award for Best Innovation in Service and Field Service project at the 2020 Oracle Markie Awards.

Ameriprise helps customers secure their financial future by providing planning products and services towards wealth management, asset management, insurance as well as estate planning and retirement.

Ameriprise used the Speridian expertise and our deep-rooted knowledge of the Oracle platform to help them develop a system that completely digitized their entire customer service experience- providing a referable end-to end service for every advisor, interaction, tailored to each individual client.

To accomplish this, we provided a seamless integration of the Oracle Intelligent Advisor and Knowledge Advanced solutions to provide a more efficient path to the right answer by reducing interpretation of complex content.

We also provided post-production user training to fully equip Ameriprise’s employees with tools needed to navigate the internal platform.  As a result, over 100+ guides were automated, which have been viewed by employees over 1.6 million times. These guides have helped reduce time to proficiency and AHT for associates and have increased self-service opportunities and efficiency for advisors.

There were other major competitors for this award including Mercedes Benz, Credit Suisse and Infosys. This is a huge accomplishment- congratulations to both the Ameriprise and Speridian teams! We look forward to working with the Ameriprise Financial organization in developing many more innovative projects in the future.

Check out the video link to watch the full announcement.

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