List of OA Life + CRM Customers
Dublin, D02PA09,
Ireland
Since 2010, our global team of researchers has been studying OA Life + CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased OA Life + CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using OA Life + CRM for CRM include: First Choice Financial Services Ireland, a Ireland based Banking and Financial Services organisation with 20 employees and revenues of $3.0 million, Euro Wealth Financial Ireland, a Ireland based Insurance organisation with 10 employees and revenues of $1.0 million, Greenway Financial Advisors Ireland, a Ireland based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using OA Life + CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The OA Life + CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Euro Wealth Financial Ireland | Insurance | 10 | $1M | Ireland | OnlineApplication | OA Life + CRM | CRM | 2019 | n/a |
In 2019, Euro Wealth Financial Ireland implemented OA Life + CRM as its core CRM. The OA Life + CRM deployment supports CRM, policy quoting, and client-portal workflows for the firm's Irish advisory operations.
Configuration centers on a CRM core that manages client records, advisory pipelines, and quote generation, with a quoting module used for protection quotations. The platform is used to provision client-facing portal workflows that handle quote delivery and basic policy interactions, reflecting standard CRM and insurance sales automation capabilities.
Euro Wealth's public site explicitly references the Money Advice platform for client management and protection quotations, and OnlineApplication acquired Money Advice in February 2024, which aligns Money Advice capabilities under OA Life + CRM. Governance is organized around advisor access controls and quote approval workflows, and the system has been live since the late 2010s serving Ireland-based business functions for client management and policy quoting.
|
|
|
First Choice Financial Services Ireland | Banking and Financial Services | 20 | $3M | Ireland | OnlineApplication | OA Life + CRM | CRM | 2023 | n/a |
In 2023, First Choice Financial Services Ireland implemented OA Life + CRM, a CRM application from OnlineApplication to manage client relationships and life and mortgage workflows. The deployment is documented by the vendor as covering CRM and life mortgage broker processes in Ireland and is presented on OnlineApplication's site as a broker customer implementation.
OA Life + CRM was configured to support client record management and lifecycle workflows for life and mortgage cases, with emphasis on policy and mortgage application workflow automation, broker sales pipeline management, and document capture and tracking. The implementation used CRM category capabilities to centralize client profiles, automate application status tracking, and orchestrate routine brokerage processes to reduce manual handoffs.
Operational scope focused on brokerage and sales functions, including customer facing advisers and back office processing staff in Ireland, with governance oriented around application workflow ownership and consolidated client records. OnlineApplication's testimonial for OA Life + CRM cites a 40% reduction in application processing time following the deployment, reflecting reduced manual processing through workflow automation.
|
|
|
Greenway Financial Advisors Ireland | Banking and Financial Services | 10 | $1M | Ireland | OnlineApplication | OA Life + CRM | CRM | 2021 | n/a |
In 2021, Greenway Financial Advisors Ireland implemented OA Life + CRM in support of its client advisory activities, recorded under the CRM category. Public materials from Greenway reference Money Advice as part of their financial-planning workflow, and because OnlineApplication later acquired Money Advice and rebranded it as OA Life + CRM, Greenway is inferred to be an OA Life + CRM customer.
The OA Life + CRM implementation focuses on CRM-led advice, protection, and pension processes, with configuration aligned to small-adviser operations. Functional capabilities implemented likely include client lifecycle and contact management, advice case management, protection and pension policy tracking, document management and storage, client communications, and workflow automation to manage advice pipelines and compliance notes.
Operational coverage centers on advisors and back-office staff across Ireland, reflecting the firm level and advisory business functions supported. The deployment aligns with category-typical cloud CRM SaaS patterns for a firm of this size, with centralized advisor-facing workflows and role-based access controls, and the existing Money Advice deployment was likely consolidated into OA Life + CRM following OnlineApplication's 2024 acquisition of Money Advice.
|
Buyer Intent: Companies Evaluating OA Life + CRM
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||