VZ VermögensZentrum CRM – the core of the digitization strategy

When it comes to its digitization strategy, VZ VermögensZentrum counts on BSI. Therefore, it selected the FINMA-compliant and cloud-based CRM and marketing automation solutions from BSI.




year-old CRM system replaced



About VZ VermögensZentrum

VZ VermögensZentrum, the independent retirement advisor and mortgage and asset manager, provides holistic support to its customers in all matters related to money. In the highly regarded BILANZ private banking rating, VZ has earned several awards, including a “Longtime Quality Leader” award.


Marc Weber, CEO of VZ Depository Bank

An important factor in our selection of a CRM provider was that this association would become a long-term partnership on an equal footing, with a good rapport and shared values. And this is precisely what BSI brings to the table. We value the fact that BSI is fully committed and supports the pace we have set for ourselves by committing to an agile approach to goal setting.

About the project

VZ VermögensZentrum selected BSI to ensure that its more than 1,100 employees in Switzerland and Germany can focus even better on customer needs.

  • The FINMA-compliant and cloud-based CRM

The cloud-based CRM from BSI has replaced the company’s more than 20-year-old CRM system, making both lead and customer management more efficient and personalized. FINMA compliance, an essential requirement VZ Depository Bank had, is included. Like VZ VermögensZentrum, VZ Depository Bank belongs to the VZ Group.

  • Agile CRM implementation includes a pilot phase

After migrating data from the existing CRM, linking numerous backend and legacy systems and revising marketing and sales processes, the company conducted a test run at its Lucerne office only six months after the project started. For the Switzerland-wide rollout to its 29 other branch offices, the company took into account what it had learned during the test run.

  • Digital and personalized lead and customer management

VZ VermögensZentrum developed use cases for sales, telephone marketing and response management and created an automated lead management scoring system to implement with BSI. VZ VermögensZentrum is also planning various marketing automation campaigns with BSI within the context of “vz news,” one of Switzerland’s most widely circulated newspapers.

  • A big plus: The thriving banking community

In addition to BSI’s proven industry expertise, what stood out for VZ was the opportunity to actively shape the software roadmap as part of the “BSI Banking Community” and suggest software development requests directly.

BSI for Banking

BSI is tailored perfectly to the banking industry’s regulatory requirements and will help you digitize your customer relationships.

BSI for Banking

Your next best action: BSI.

Your next best step: Link your goals to BSI.

René Konrad, Creator of Customer Delight

+41 58 255 96 72


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