Case Study: Wallstreet:Online Capital AG achieves streamlined processes, centralized customer data and faster commission processing with Sage CRM

Sales and marketing without compromise

Wallstreet:online capital AG, a Berlin-based independent fund broker founded in 2001, offers a range of products for experienced investors including closed-end funds, hedge funds, mutual funds, certificates and bonds. As the company grew, its ad hoc mix of Excel sheets and Access databases became confusing and inefficient, creating a clear need to streamline processes and centralize customer data.

Wallstreet implemented Sage CRM to capture exact workflows, automate processes and centralize data into electronic customer files. The system automated commission calculations (reducing monthly manual effort from four days to about 1.5 hours), enabled quantitative capture of far more customer information, and created a stronger link between sales and marketing for better-planned, more targeted advertising.

Wallstreet:Online Capital AG

Martin Gutschmidt

Account Executive