LexisNexis

International professional services and wealth management firm Maitland selects InterAction for CRM

Strong out-of-the box functionality differentiates InterAction from other CRM alternatives

LONDON, 17 September, 2007 — LexisNexis® InterAction® announced today that international professional services firm Maitland has selected LexisNexis InterAction, the leading CRM provider for professional services, as its CRM solution.

Maitland who provide advisory, trust and corporate services, asset management and fund services across Europe, South Africa and the Caribbean, evaluated several CRM options, including Microsoft Dynamics CRM and Sage CRM. Maitland recognised that InterAction offers strong data management capabilities, superior integration with Microsoft® Outlook® and the ability to track and manage complex relationships with ethical wall security. In addition to these advanced features, InterAction was ultimately selected because of its out-of-the-box functionality. This meant that extra development costs or time would not be required to implement, as would be the case with a generic CRM system not specific to the needs of professional services firms.

"The decision to go with InterAction was a made by both Marketing and IT departments," said Bernie Williams, Maitland's Global Head of Marketing. "InterAction is the best solution to meet our business needs and will provide an out-of-the-box solution to support the firm's complex relationships and business areas, such as associating an individual to multiple accounts and addresses and managing overlapping relationships across the firm with multiple client contacts."

"InterAction will allow us to keep all contact information up-to-date and share relationships firm-wide while at the same time allowing the CRM to keep specific pieces of client information private. InterAction will also support our sales processes such as the ongoing tracking, segmentation and prioritisation of leads."

"Tailoring InterAction to meet the specific needs of Maitland's operations was extremely quick", said Richard Shaffer, CRM Coordinator at Maitland. "Business users like me found it is easy to configure InterAction to suit each functional area."

Maitland employs 500 staff and has offices in 11 locations across Europe, South Africa and the Caribbean. They are a significant win for LexisNexis as InterAction increases its presence in this sector. "Not only is the Maitland implementation on schedule, but the project is also being delivered on budget, said Daniel Von Weihe, Sales and Operations Director for LexisNexis InterAction. "This is because the InterAction consultants have extensive experience scoping complex projects and InterAction is easy and quick to configure by business users."

Paul Kerins, Global Head of IT at Maitland commented: "On this project, InterAction went the extra mile to meet Maitland's tight schedule, performing the stringent and extensive functionality and performance trials in record time. We wanted to check and tick all the boxes before purchasing InterAction, while at the same time keeping to a demanding schedule. InterAction delivered on both counts."

LexisNexis is currently being used by almost 500 professional services companies and is specifically designed for the fee earner lead environment. LexisNexis InterAction, is part of a growing portfolio of strategic client development products and services designed to help professional services firms grow their businesses.

About Maitland
Maitland provides international wealth management and business services to both corporate and private clients, particularly family and owner managed businesses, devising and implementing strategies and solutions for the creation, preservation and management of its clients' wealth and commercial success. Maitland has a network of offices across 10 locations: London, Paris, Luxembourg, Dublin, Geneva, Isle of Man, British Virgin Islands and Johannesburg.

From its beginnings in 1976 in legal advice and trust management, it now provides integrated services through its four divisions:

www.maitlandgroup.com

About LexisNexis InterAction
LexisNexis InterAction enables professional services firms and other relationship-based organisations to create the relationship intelligence they need to uncover new business opportunities. InterAction has seamless Outlook Integration allows users to access valuable information and contribute to the system without leaving this environment (also integrates with Lotus Notes and Novell GroupWise). Essential Data Quality and Data Change management tools ensure data integrity and reduce the ongoing cost of ownership. The Who Knows Whom feature allows users to determine who else within a firm knows the contact and the nature and strength of that relationship. InterAction solutions are available to the Accounting, Financial Services, Legal, Management Consulting, Property and other professional services markets. LexisNexis InterAction European headquarters are in London, UK.

About LexisNexis
LexisNexis® (www.lexisnexis.com) is a leading provider of information and services solutions, including its flagship Web-based Lexis® and Nexis® research services, to a wide range of professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. A member of Reed Elsevier [NYSE: ENL; NYSE: RUK] (www.reedelsevier.com), LexisNexis serves customers in 100 countries with 13,000 employees worldwide.

 
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