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Managing customer inquiries

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 8 months

Brief description

Introduction of the "Clarify eFrontOffice" standard software for better customer inquiry management (managing interested parties, opening accounts, complaints).

Supplement

The direct bank hopes that using Clarify will improve processing of orders and complaints from customers.

Subject description

In the implementation, a distinction is drawn between prospects and customers. Orders for prospects include sending special information, for example. Customer orders involve opening accounts or ordering shares, for example. Complaints from customers are also processed with Clarify. An example of a complaint would be an incorrectly posted order. Furthermore, customers can use the Internet for online banking or online stock broking.

IT project data

Project period29.05.2000 - 31.01.2001

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Björn Huppertz

Head of Financial Services

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We provide information on the handling of the data collected here in our privacy policy.