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Teradata Center Sponsors Panel on CRM and Financial Services

January 20, 2003

DURHAM, N.C. – The Teradata Center for Customer Relationship Management (CRM) at Duke University is sponsoring a panel discussion entitled “CRM and the Financial Services Sector” Monday, Feb. 10 at Duke’s Fuqua School of Business. The event brings together industry experts from the worlds of business and academia to examine how new trends in the CRM field affect the financial services sector.

The featured speakers will be Sunil Gupta and Ron Swift. Gupta is the Meyer Feldberg Professor of Business at Columbia University and a visiting scholar at the Teradata Center. His expertise lies in the areas of marketing strategy, product management, pricing and analytical decision-making. Ron Swift is vice-president, strategic customer relations for the Teradata division of NCR. Swift has more than 30 years experience in CRM, customer knowledge systems, data warehousing, decision support infrastructures, e-commerce and strategic technologies. The presentations will be followed by a question and answer period.

The event will be held from 6:00 p.m. to 8:15 p.m. in Fuqua’s Geneen Auditorium, and is co-sponsored by the Fuqua Business Technology club, Fuqua Finance club, Fuqua Marketing club, Kenan-Flagler Marketing club, Kenan-Flagler Finance Club and Fuqua Triangle Alumni club. This panel discussion is open to students and alumni of Fuqua and Kenan-Flagler, as well as the general public. Anyone interested in attending is asked to reply to the Teradata Center program coordinator, Sarwat Husain at shusain@duke.edu.

The Teradata Center for Customer Relationship Management at Duke University was established in September 2000 through a partnership with the Teradata division of NCR. The center’s overarching goal is to facilitate and disseminate academic research pertaining to CRM. In this regard, the center funds research, produces case studies and papers, develops curricula and generates data sets for sharing with other institutions and industry. In addition to these initiatives, Duke Executive Education offers a course entitled Managing Customer Value at Fuqua on April 14-16, 2003. Martha Rogers, Fuqua adjunct professor and center co-director, and Julie Edell, associate professor of marketing at Fuqua, will be leading this course, which is designed to assist executives in managing customer relationships.

The CRM field encompasses the strategies and tools used by companies to identify, differentiate and interact with their customers. It involves data collection, mass customization and tracking storage and management. Although labeled primarily under marketing, CRM has ramifications for other fields such as supply chain management, finance and computer science.

For more information about the Teradata Center for Customer Relationship Management, visit http://www.teradataduke.org/.