Project Management

Financial Firm Improves Productivity by 20 Per Cent With Relationship Management Software

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Executive Summary

Privatinvest Bank is a banking subsidiary of Commerzbank, based in Austria. The company employs 50 people, providing financial and investment advice to its clients. Privatinvest Bank must keep customers of its private banking service updated on the value of their investments. In a rapidly changing market, financial advisers need fast access to information to improve customer service, communication, and sales opportunities. Microsoft Dynamics CRM offers a cost-effective solution that helps streamline processes and increase employee productivity, enhancing customer service.

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