Introduction of a new Customer-Relationship-Systems (CRM) in a private bank.
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The Cost Friendly
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Communicative
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Responsive Design
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Initial situation:
Integration of banking and regulatory requirements in the central CRM system. The challenge was to combine bank-specific requirements and financial regulations in a central CRM system.
This is how we proceeded:
- Recording, evaluating and documenting requirements and change requests at the interface between the specialist department and IT
- Setting up a transformation office for the continuous optimization of the CRM system
- Continuous monitoring and control of project progress to ensure that deadlines and budget targets are met
- Training end users to use the new system smoothly
- Efficient management of the implemented applications for long-term stability and performance
Value of our work
for the client:
- Thanks to our extensive experience, we quickly reached a consensus in Requirements Management between the business department and IT when finding a solution
- We established a standardized, sales-supporting CRM system for an efficient customer database.
- Thanks to synchronized Data Management and smooth processes, the private bank was able to make its customer contacts faster and more targeted, thereby achieving better deals.
Customer history.
Independence from external influences enables the company from the financial industry to concentrate fully on its own customers. It follows the maxim of acting proactively and consciously striving for change. This enables the organization to adapt its strategy dynamically to changing conditions and to position itself in new market segments. A particularly important lever for this is the commitment of the employees. They drive the further development of the company with their knowledge, ideas and skills, thereby ensuring the success of the business.
Client's corporate vision.
“Our vision as a private bank is to combine independence, the highest level of advisory objectivity and entrepreneurial commitment in order to establish ourselves as a leading institution in the financial world. We believe that our success is shaped by the people who work in our company, actively driving change and preserving our long-standing tradition.”
grandega has managed to make the support of the CRM system more efficient in a short time
