The personalised touch
Even with the rise of digital channels, customers still want the option to deal with a real person, and they expect seamless, exceptional experiences every time.
Our sales and service solution includes full customer interaction tracking and relationship management capabilities, powered by our world-leading customer relationship management (CRM) system - Salesforce1.
Relationships are deepened with Next Best Conversation capability to enable insight-driven conversations that enhance engagement, retain customers, and grow funds under management (FUM).
Salesforce1; the world’s leading cloud-based CRM provider
Get a single-customer view across every touch point to enable truly relevant conversations with every customer. Mercer’s Salesforce1 platform is an agile, cloud-based customer and employer CRM system specifically developed and customised for super funds.
When paired with Mercer’s Next Best Conversation technologies and Mercer Edge, Salesforce1 enables data-driven, targeted cross-sell, up-sell and proactive customer service.
Experience and insights make the difference
Relationships are built on timely and relevant experiences. We provide inbound and outbound sales call campaigns that integrate with your overall business strategy and marketing channels. Our RG146-qualified general product advice consultants will get to know your fund well and develop a detailed understanding of your campaign requirements.
Grow and retain
Reach the right customers with the right message, at the right time with centralised customer insights and a single customer view. Personalised, relevant conversations boost participation with your products and engage valuable customers who may otherwise consider leaving.
Simple, accessible advice leads to action-based engagement
Limited personal advice can propel customers into greater engagement. We provide professional, limited financial advice for super-related needs, including projections, risk profiles, personal longevity forecasts and super to pension advice.
Accessible via phone or online video, our advisers empower customers to take personally relevant actions around insurance, investment choice and contribution strategies. Fully scalable to your changing needs, the service is vital to keep your most valuable customers engaged and satisfied as they transition into retirement.
If you are a personal Mercer Super Member please contact us through one of the following methods:
If you have your Super with us via your employer – 1800 682 525
If you have a personal Super account with us – 1800 810 558
If you have a pension account – 1800 671 369
Call us between 8:00am and 7:00pm Monday to Friday (AEST / AEDT).
For more information on the Mercer Financial Services or to login to your Mercer super account visit Mercer's Financial Services website.
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