Our customers in Financial Services
Approximately 150,000 satisfied users at about 1200 companies worldwide have been won over by our CRM solutions. Here are a few clients in Financial Services we’d like to introduce to you:
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AirPlus InternationalWith more than 30,000 corporate customers worldwide AirPlus International is a global leader in business travel payment solutions, offering central payment accounts, corporate cards and online management tools. AirPlus settles flight tickets from more than 260 airlines and is the preferred partner of various airlines such as British Airways, Continental Airlines, Northwest Airlines, Lufthansa German Airlines, Austrian Airlines, Swiss International Air Lines and TAP Portugal. |
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American Express Finanzmanagement GmbHAmerican Express Finanzmanagement GmbH is an operating division of American Express. Founded in 1850 and represented in Germany since 1898, American Express is one of the world’s most prominent providers of financial and travel services, credit cards, travelers cheques, investment products, insurance products and international banking services. Since May 2005, American Express Finanzmanagement GmbH has offered members an integrated, lifetime approach with an independent advisory service and selection of products in the areas of liquidity, provisioning and asset management."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 |
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Berenberg Bank (Schweiz) AGFounded in 1590 in Hamburg, the Berenberg Bank is among the oldest banking houses in Europe. Since 1988, this traditional owner-managed bank has also been present in Switzerland with an independent subsidiary. As an independent bank, the Berenberg Bank (Schweiz) AG offers its demanding international clientele extensive and custom-tailored private banking services as well as investment products on the highest level. Its success factors include, among others, long-standing relationships with the same consultants and proven expertise in the areas of asset management, alternative investments, and private equity.The Berenberg Bank and the Berenberg Bank (Schweiz) AG have both received numerous awards from the bank testers of the renowned "Fuchsbriefe" as best "asset managers" in German-speaking lands. The collaboration with update software AG is proceeding extremely satisfactorily. After having defined the target solution, update has been consistently working on customising and implementing the new CRM tools with full consideration of all of our specifications. In addition, due to update’s large wealth of experience, we were able to incorporate not only our own specifications but also further recommendations made by the service provider, which we are convinced will ensure a perfect customer relationship management solution."
(Jürgen Hepp, Managing Director of Berenberg Bank (Schweiz) AG) |
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Constantia PrivatbankConstantia Privatbank is a modern Austrian private bank that concerns itself with the care, administration and growth of substantial wealth. A comprehensive approach to the administration of an estate is pursued, which takes into account the entire spectrum of possibilities. This includes shares and loans as well as real estate, raw materials, precious metals and alternative investments. The optimal fiscal configuration of assets completes this comprehensive service off. |
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Dresdner BankSince 1972, Dresdner Bank (Switzerland) AG has represented the globally-active Allianz Group and the Dresdner Bank Group in Switzerland. The institute is completely subject to the control of Swiss banking laws and with approximately 300 employees in Switzerland, it has established itself brilliantly in Switzerland and with two representative offices in Marbella and Singapore."The mapping as well as the efficient support of our advising and support processes were the focal points for the Dresdner Bank Switzerland. With the help of update, we have succeeded in realizing our complex requirements ’in cost’ and ’in time.’" (Matthias Forster, CRM Product Manager, Dresdner Bank (Switzerland) AG)
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Bank GutmannSteeped in tradition and based on more than 30 years of specialized experience in securities consultation for institutional and exclusive, private customers, the Bank Gutmann has positioned itself as one of the leading investement houses in Austria and other German-speaking countries."Since introducing the marketing.manager in 2001, we are in a better position to serve our customers, because all relevant data is readily available at a single glance. In addition, this is increasing in importance because of the approximately 130 employees, nearly 70 percent are marketing.manager users."
(Alexandra Laugofsky, project manager) |
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K&HK&H Bank is one of the largest banks in Hungary, the leader of the corporate banking market and the second strongest bank in the retail segment. As a Universal Banking Group, it offers its retail and corporate partners a full range of financial services through a network of 160 branch offices, various business lines, and subsidiaries. |
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LBS Norddeutsche Landesbausparkasse Berlin-HannoverLBS Norddeutsche Landesbausparkasse Berlin - Hannover is part of the Sparkassen-Finanz group. Its long name is synonymous with a whole range of financial services: building society saving with LBS, financing and banking with the NORD/LB and Landesbank Berlin savings banks, insurance policies with the Lower Saxony public insurance company and Gothaer Versicherung in Berlin and of course real estate brokering, in which LBS Immobilien GmbH Berlin – Hannover and the savings banks have specialised.
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MeeùsMeeùs is a highly valued insurance and real estate agent in the Netherlands. Meeùs has customers both in the consumer and business area. More than 2,500 associates employed countrywide are servicing the extensive customer base. The network of Meeùs offices covers the Netherlands as well as the Flemish part of Belgium. In the Netherlands a total of 125 offices are operational. Meeùs has a leading position in all of its core markets. Meeus has a top-3 position in the ranking of insurance agents in the Netherlands.“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) |
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MultiSafe B.V.MultiSafe is an insurance office for small and medium-sized companies and private persons. It offers indemnity insurance, life insurance, pensions, mortgages and employee benefits. It mediates for almost all Dutch insurers. |
