O’Neil Launches New CXM/CCM Solution Designed for Customer Acquisition, Bonding and Retention

Increase Customer Acquisition, Satisfaction and Retention

Create customer journeys, multi-channel campaigns, and track results. Build customized marketing and product/service educational websites for your clients, build custom brochures and sales collateral, build and order sales and enrollment kits. All in one platform!
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Create customer journeys, multi-channel campaigns, and track results. Build customized marketing and product/service educational websites for your clients, build custom brochures and sales collateral, build and order sales and enrollment kits. All in one platform!

Manage Campaigns More Efficiently

Our sales & marketing solution, called ONE2ONE, will increase your revenue by increasing customer acquisition, satisfaction and retention. Create customer journeys and multi-channel campaigns, and track results. Build customized marketing and educational websites for your clients, build custom brochures and sales collateral, build and order sales and enrollment kits. All in one platform.

Core Capabilities:

  • CRM Solutions
    • – Journey Orchestration
    • – Campaign Builder
    • – Campaign Management + Analytics
    • – Microsite Builder
    • – Custom Brochure Builder
  • Interactive Video
  • Sales Kit Creation & Kit Ordering Platform

Virtual Host for Powerful Online Engagement

ONEinteractive is an innovative SaaS solution that combines rich data and video for enrollment & education of new and existing clients. A virtual host guides individuals quickly and easily through the enrollment, educational, or cross-selling process, providing a full-service solution that not only drives revenue-generating behavior but also increases customer retention and satisfaction.

ONEinteractive features virtual hosts that guide customers through the enrollment process of their 401k plan, life insurance policy, banking relationship, or wealth management account. Customer data is captured and fully integrated into the clients’ record-keeping database (e.g., enrollment, investment, deferrals, transaction changes, etc.) with just a few clicks. Backed by ONEsuite’s machine learning algorithm, ONEinteractive delivers highly personalized, interactive video messaging solutions that drive customer behavior at every stage of their journey. And as their life needs change, it identifies key opportunities to help them optimize their benefits and, ultimately, foster a deeper relationship between the customer and the organization.

Create and Order Sales Kits with Ease

  • ONEkit enables you to create, personalize and order kits in real-time, at any time. ONEkit provides rules-based document assembly, enabling you to select kit content from our document repository and add variable data, personalized letters, static documents, and other customized messages to each kit.
  • O’Neil’s ONEkit™ solution is an online enrollment kit creation and ordering tool. Agents & brokers can order, customize and produce all-in-one digital enrollment kits.
  • Our easy-to-use kit building and ordering system enables selection by the line of business, region/state, language and plan year.
  • Kit is selected, quantity selected, ordered via shopping cart functionality, custom shipping options selected, eDelivery or Print option chosen.
  • Administrative options for order approval, quantity changes, job tracking
  • Administrative options for Sales, Brokers and Agent management – Control User Rights
  • ONEkit ultimately eliminates static and non-relevant content within enrollment materials, and reduces cost and obsolescence by producing more personalized and timely content on demand.
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The ONEsuite platform puts clients firmly in control of their entire CCM workflow, from content creation and management, journey orchestration, campaign management, composition, proofing, editing, and omni-channel delivery, to SLA tracking and reporting on an integrated and robust analytics engine for a deep understanding of each audience member, complete with insights that led to the next best actions.

- Aspire CCS
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Customer satisfaction is impacted by a variety of factors along the customer’s journey with the company. Companies that provide timely and relevant communications are seen as being more in touch with the real needs of its customers. As with acquisition, ONEsuite can help in identifying situations where communication from the company may result in a behavioral change in the customer, leading to better outcomes for both. 

- Madison Advisors

Are you ready to
digitally transform and improve
customer communications?

Please contact us for more information on our ONEsuite CCM platform.




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