Verified recordFinancial Services

Ben Waller

Senior Director of Crm Product Mgmt at Northwestern Mutual at Northwestern Mutual

Based in Milwaukee, United States

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Seniority

Director

Department

Sales & Business Development

Location

Milwaukee

Industry

Financial Services

Company size

37K

Contact information

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Email

1 credit

b•••••••@northwesternmutual.com

Phone

5 credits

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Background

About Ben Waller

I am accountable for Customer Relationship Management (Microsoft Dynamics 365) and Field Insights (Microsoft Power BI) at Northwestern Mutual, which is used by over field members, include financial advisors and their staff. Major integrations include Microsoft Outlook, enterprise data and a custom-built app for tracking sales activities. I have been a leader of the CRM team since the product transitioned platforms from Oracle Siebel to Microsoft Dynamics 365 in 2014.

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