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You can treat your corporate clients as business cases.
Or win them with a personal consultation.

UNiQUARE CRM - Corporate Banking

UNiQUARE CRM gives your bank a powerful tool in the consulting and support for enterprise customers. All the know-how about your business customers is available to all your authorised employees at all times. You have a complete contact history, an overview of existing customer needs and thus increase the opportunities in the cross- and up-selling.

Thanks to UNiQUARE CRM your employees know the specific requirements of your enterprise customers. Thus, they can successfully offer complex product packages at the right time.

Using our solution your advisors can analyse in detail internal and external networks of your business customers. This avoids potential target conflicts and increases efficiency and effectiveness in consulting.

The structured database also optimises the event management of your financial institution because future customer events can be matched to defined target group needs.