BSI CRM for Metzler
Bankhaus Metzler maintains customer relationships with BSI CRM
Bankhaus Metzler has decided to replace the separate solutions operated by its individual departments with a new, central CRM system.
The focus is on attaining a holistic view of the customer with contact and activities management together with campaign management. The Unicode capability and multilingualism of the system were particularly important when it came to deploying a new system.
«Tradition and innovation must go hand in hand.»
Friedrich von Metzler, personally liable shareholder
- Gradual replacement of decentralized databases with the central solution BSI CRM.
- Connection to Lotus Notes groupware on the server
- Meeting of all legal requirements; permissions checked through compliance and flexibly designed to enable subsequent changes.