References

Erste Private Banking service in Slovakia is provided by Slovenská sporiteľňa, the largest universal commercial bank in Slovakia. Erste Private Banking is a significant manager of assets in Central and Eastern Europe and the largest of its kind in Austria. It focuses on private clients and provides international private banking, investment management and brokerage services. Erste Private Banking is used by clients interested in long-term evaluation of their finances.

CRM system for Erste Private Banking

To Erste Private Banking, we have implemented the modern CRM system, the main aim of which was to increase speed and quality of private banking customer care. We have delivered a central system aggregating all the data in one place. Important information is now available anytime, anywhere and from any devices.

CRM system provides users with numerous benefits:

  • easier management of business activities,
  • client card containing all the data on clients and current situation on the investment market,
  • warnings via notifications,
  • unification of business communication,
  • possibility to record meeting minutes and activity planning,
  • use of marketing functionalities.

The system is based on the Microsoft Dynamics CRM platform integrated with other bank systems in the background. The solution was implemented by the agile methodology. CRM system is used by private bankers, sales support and back-office team. 

Download case study (pdf)

 

Privacy Preference Center

Close your account?

Your account will be closed and all data will be permanently deleted and cannot be recovered. Are you sure?