Case Study
CRM system for Erste Private Banking
CRM system for Erste Private Banking How we helped the largest commercial bank to make its care of private clients more efficient CRM system for Erste Private Banking Project Objectives With the aim to increase speed and quality of customer care in the area of private banking, we have implemented a modern CRM system to our customer. The main objectives of the projects were: • implementation of a centralized system with all client data in one place; • increased productivity of private bankers providing customer care; • synchronization of business communication; • high-quality customer services; • easy management of business activities; • access to important data anytime and from any electronic device; • data security. Initial Situation Before the implementation of the CRM system, t