Introduction of CRM does wonders for Australian Catholic Superannuation


When it was first established in 1981 Australian Catholic Superannuation was only available to Catholics. These days the company offers its services to anyone who is eligible for superannuation. The company is the longest running Catholic superannuation fund in Australia, and since the company’s inception roughly 35 years ago it has maintained a close relationship with the Catholic education community.

Australian Catholic Superannuation has been recognised as an ABA Winner for Project Management in The 2015 Australian Business Awards program.

Australian Catholic Superannuation maintains a customer base of over 90,000 members and 13,000 participating employers, with funds under management of more $7 billion. ACS discovered a gap in between their marketing and sales, and realised that they needed to implement an effective CRM solution. Through rigorous self-assessment and procedure, a CRM was introduced and the effects that it has had on the company have been essential to its further growth. The implementation of a CRM allowed the company to improve the customer experience, provide detailed analytics, allow for marketing to be focused, and discover new leads and opportunities. As a result the company received $20,990,403 in consolidated rollovers over the four months following the CRM implementation.

Greg Cantor CEO at Australian Catholic Superannuation stated “I am delighted to accept this prestigious award on behalf of Australian Catholic Superannuation. It is widely known that our organisation has progressively embarked on a number of initiatives in recent years focused on member services and improved customer experience.”

“The CRM project implementation has successfully positioned the Fund in achieving its strategic objectives in relation to segmenting our membership and tailoring our product and service offering. I would like to thank both The Australian Business Awards as well as my team of dedicated staff who have made this award possible.”