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OVB Holding AG

10849
Axel Weeber
Chief Information Officer of OVB Holding AG

update has outstanding professional expertise in our business area. They speak our language and understand our requirements. Communication in the project is not stiff and formalistic, but goal-oriented all the same. For the fulfillment of the technical requirements and our precise specifica¬tions, as well as the behavior of the project team during the performance tests, update was significantly better than the competition.

14 countries, 1 CRM: OVB relies on update

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. And in the future, these people will rely on a common CRM system.

OVB

Areas of application: Sales | Sales Service | Corporate Headquarters
Number of users: Up to 9,500 in 14 European countries
Start: February 2010
Solution: update.seven web

Result:
Solution for sales force control and commission accounting for a leading international financial sales organization based on the update.seven framework.

In the course of the next two years, the OVB will roll out the CRM suite update.seven in the financial services-specific version, and at the same time centralize, harmonize, and unify its IT environment Europe-wide. In 2012, OVB employees and financial advisors across Europe will start working with update.seven. The essential goals of the project are the establishment of Europe-wide quality standards for customer service, and the support of the financial consultants in sales with a user-friendly, easy-to-use system. But the sales back office and the field sales force should also profit from the provision of the common CRM database. For the individual national companies, a reduction of administrative tasks and increased transparency in business operations are promised. In addition to classic CRM functions, all relevant business processes for customer, contact, and activity management, offer, application, and contract management, as well as structured commission calculation and accounting will be supported across several levels.

About OVB Holding AG

OVB Holding AG is one of the leading European financial sales organizations, currently active with subsidiaries in 14 countries. By now, more than 60% of all customers are from the growth regions Central and Eastern Europe, which means that the OVB has achieved clear market leadership in several of these countries. The focus of its activities is on private households in the middle and upper income segments as well as on companies with sales of up to EUR 10 million. The OVB works with 100 domestic and foreign insurance companies, capital investment companies, and savings and loans associations.
www.ovb.ag

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