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Europe doesn‘t just have a common currency, it also shares its investment counselling: approximately 2.8 million customers in Europe rely on OVB, with its approximately 10,000 employees and 4,500 professional financial consultants, for all questions relating to private finances. Axel Weber, CIO at OVB Cologne, explains how update software is applied in their company.Video: 04:40
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The most valuable capital for successful financial service providers is instantly-available information about customers and potential customers. This includes: main data and contact information, the membership in associations, relationship hierarchies, and a clear display of customer interests.Video: 02:44
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The most valuable capital for successful financial service providers is instantly-available information about customers and potential customers. This includes: main data and contact information, the membership in associations, relationship hierarchies, and a clear display of customer interests.Video: 04:09
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Campaign management assists you with the planning, execution, and monitoring of single and multi-stage campaigns. A campaign consists of several activities that take place in succession.Video: 03:51
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An essential aspect of CRM is the evaluation of available information. The analyses and reports offer a series of different possibilities for “displaying” data from update.seven.Video: 02:59
What is update.revolution?
update CRM references:
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Industry customers:
CRM for Construction & Manufacturing
Life Science customers:
CRM for pharmaceutical and medical technology industry
Financial service customers:
Financial services companies using update CRM
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