Banks

Selection of a suitable CRM software solution for the overall group

Bankhaus Metzler

Project goals

  • Implementation of a CRM location analysis and selection of a suitable CRM software package
  • Facilitation of a sound CRM system decision

Project focus

  • Development of a CRM model
  • Implementation of target assessment and consolidation of the CRM requirements of all business units
  • Selection of suitable CRM suppliers and preparation of tendering documentation
  • Design of feasibility analysis as preparation for a decision
  • Establishment of a basis for decision-making

Our customer

  • Metzler is the oldest private German bank in uninterrupted family ownership (founded in 1674)
  • Focus on individual capital market services for institutions and demanding private clients in the core business fields of asset management, capital markets, corporate finance and private banking
  • About 800 employees (2016)