Case Study: Bankhaus Metzler achieves a holistic customer view with BSI CRM from BSI Business Systems Integration AG

Bankhaus Metzler - Customer Case Study

Bankhaus Metzler, a private bank, faced the challenge of managing customer data across separate departmental systems. To gain a comprehensive, centralized view of its clients, it partnered with BSI Business Systems Integration AG to implement its BSI CRM solution.

BSI Business Systems Integration AG provided a central CRM system to replace the decentralized databases. The implemented solution offered holistic contact and activities management, campaign management, and critical Unicode and multilingual support. It was successfully integrated with the bank's existing Lotus Notes groupware and was designed to meet all legal compliance requirements with flexible permissions.

Bankhaus Metzler

Friedrich von Metzler

personally liable shareholder