Financial Services | Case Studies

Many years of experience have enabled us to support a fast and flexible optimization of sales, marketing and service processes for international organizations.
Read about the CRM success of some of our clients in Financial Services:

American Express Finanzmanagement GmbH

Through life with CRM and financial planning

"It was important, for example, that update commands the different CRM disciplines. We were looking for a CRM system that could actively support not only our advisors in the operational advisory and sales process, but also the analysis of customer data and the collaborative tasks in internal communication. On top of that, what convinced us above all was that update has already realised the life phase-oriented sales concept as part of its CRM system, and that it can be easily adapted to our individual processes. This enables us to implement our American Express lifetime concept without any great effort.”
Andreas Adam - Member of Managing Board 

Meeùs

Meeús | CRM with Heart and Soul

“With our private customers, we could register a 15% increase in customer satisfaction. Using the new sales processes - which were based on best practices of various branches - branches saw an increase of 20-50% in efficiency. This is due mainly to the reduced churn rate,”
(Rosé van Velzen | CRM Program Manager)