DZ SERVICE
Customer management for banks
DZ Service was looking for a customer management solution for banks. Particularly important criteria: IT security and offline capability. GEDYS IntraWare CRM met the strict requirements.
DZ Service is a joint service provider for documentable payment transactions and the processing of other documents in banking. As a subsidiary of Equens AG, it is part of comprehensive solutions in the banking transaction business. Since the company was founded in 1995, DZ Service GmbH has always held a leading position in the implementation of market and technical requirements for customers. Today, more than 400 banks take advantage of the diverse and flexible range of services offered by DZ Service. DZ Service is thus one of the largest service providers in this segment.
Since we use GEDYS IntraWare CRM, finding and maintaining our customer data has become much easier and faster, benefiting all employees. We find all important information safe and fast.
Ulrich Riegger, DZ Service, Managing Director
Customer management solution with
IT security and offline capability
GEDYS IntraWare CRM met the strict requirements.
Challenges
- Replacing an unmaintained CRM solution with a standard IBM Notes solution
- Fast start without costly adjustments
- Illustration of product deals, measures and product histories
- Integration of Notes Mail and Calendar
- Central appointment and task management
- Integration into the PBX as an option
Results
- Introduction of GEDYS IntraWare CRM, customer management solution for banks
- Easy implementation of individual requirements even in a standard product
- The complete customer history in one system
- Central overview of all dates in GEDYS IntraWare Schedule
- Offline access through IBM Notes replication possible
- Security through the proven IBM Notes security mechanisms