
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)