The challenge
Cosmopolitan Vermögensverwaltungs AG not only manages assets, but also a vast amount of data. This should be stored centrally in order to simplify maintenance and automate processes. Unfortunately, there is no standard product that meets the requirements. The ideal solution would therefore be a CRM that perfectly reflects Cosmopolitan's business processes.
Our solution
The central CRM helps to increase data quality - automated reporting and processes suddenly become possible. We meticulously recorded the requirements using requirements engineering and involved the customer in the iterative process. In this way, we created a software solution that adapts to the business requirements and not the other way around.
We have been operating the solution stably and reliably for almost 10 years. If the business requirements adapt, the adaptations to the software will soon follow.
Take off with Cosmopolitan
Cosmpolitan now has an intuitive, high-performance and clear CRM. And that's not all: it is also perfectly tailored to their processes. With intelligent flows, our system ensures that data is recorded quickly and without errors. The automated reports save the Comspolitan team an enormous amount of research work.
