Allianz Global Investors Distributors Gives Agents Cell Phone Access to Document Portal

Allianz Global Investors Distributors LLC (AGID) is further empowering the cell phones of its agents. The company, which is the exclusive distributor of PIMCO funds and Allianz funds, is bringing its SharePoint-based document management and team collaboration portal to the cell phone screen.

The project, called the Apollo Initiative, was implemented using a Pyxis Mobile enterprise application platform to extend Microsoft Office SharePoint Server 2007 to the user’s mobile device.

“The Apollo Initiative delivers needed information to our sales force so they can spend less time looking for it and more time acting on it to meet our clients’ needs,” says Neal Zamore, head of eSolutions for Allianz Global Investors Distributors. “On average a person spends 35 percent of their time looking for information they need. We wanted to implement a solution for our sales force that drastically cut this time down to produce a competitive advantage.”

Allianz Global Investors Distributors’ SharePoint Server 2007 document management and team collaboration portal was identified by the firm as a “must have” mobility deliverable for 2009. The Pyxis Mobile SharePoint is available across a variety of devices including BlackBerry, iPhone and Windows Mobile smartphones. It will allow Allianz agents to view and email any document out of SharePoint Server 2007and conduct advanced searches and filtering for content. Agents will also have mobile access to client information, dashboard reporting, newsfeeds, announcements and alerts, tailored subscription management.

“Allianz Global Investors Distributors has a highly mobile workforce and it is imperative that we have a mobile solution that makes our information relevant and easy to find and share, while ensuring system usage when away from the office,” says Neil Dewar, chief information officer of Allianz Global Investors Distributors. “Pyxis Mobile delivers a robust and scalable SharePoint Server 2007 application that we can deploy to all of our mobile devices with the same configuration in a fast and efficient manner.”