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Customer loyalty has never been so important:

Today, more than ever, financial service providers face the challenge of acquiring customers and, above all, retaining them permanently. Savings pressures, online banking and direct banks are causing more and more branch closures. This makes it all the more important to rely on confidence building, credibility and sustainability in order to strengthen customer loyalty and attract potential new customers. However, keeping an eye on all customers and meeting their needs quickly becomes difficult.

Customer loyalty has never been easier – individual software for growing challenges

With the modular system for individual business applications, you can manage your customer data optimally tailored to your needs.

Always keep an eye on all data

Contact management provides you with an overview of all relevant customer and financial data. Since your business app application only relies on a standard browser to operate, you can access all relevant data from anywhere at any time. Your customers can therefore always rely on you and you offer professional advice tailored to your customer at all times.

Manage operations clearly

You simply manage all correspondences, contracts as well as additional files and images clearly assigned to your customer. The search, filter inge or grouping function also makes it easy to quickly find the data you need.

Save time in the right place

By automating routine tasks and saving work through numerous interfaces to your e-mail program or Microsoft Office, you get more time for courteous customer support. The individual compilation of menu and overview pages saves many clicks and long searches. Your customer will thank you if you invest more energy in their care.

Customer retention through data analysis

Analyze your data and gain insights from illustrative reports to provide your customer with exactly what they need. This makes it even easier to convince your customers and give them exactly the confidence that a good business relationship is.

Your way to more trust of your customers

The advantages at a glance

  • Overview of all customer-relevant data and processes
  • Access anytime, anywhere
  • Act quickly thanks to search, filter and grouping function
  • More time for the customer through automation and interfaces
  • Only see what you need through individual menus and overviews
  • Insights gain through illustrative reports