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Berenberg Bank

Berenberg Bank Uses QlikView for Transparent Customer Relations

Bedrijfsprofiel

Regio: Europe, Switzerland
Omzet: N/A
Bedrijfstak: Securities & Investments
Functie: Executive, Sales, Marketing, Service & Support

“Thanks to QlikView, customer data is now available to us more quickly, more clearly, and more comprehensibly than before. This transparency is a significant prerequisite for the efficient organization of our customer relations.”

Markus Zwyssi, Member of the Board, Berenberg Bank

Background

  • Berenberg Bank in Switzerland specializes in investment counseling and asset management
  • The wholly-owned subsidiary of Berenberg Bank in Hamburg, one of the oldest private banks in Europe, was founded more than 20 years ago
  • With a staff of just under 60, it administers around 3.3 billion Swiss Francs
  • Industry: Banking

Challenge

  • Make customer data analysis options more flexible
  • Faster data preparation and retrieval
  • Create a platform for more efficient customer relations

Solution

  • Implementation and application occurred in just three days
  • 30 staff members use the BI solution for customer and transaction analysis, profit margin information and other purposes
  • QlikView is used for reports with around 100,000 data records that are imported daily
  • Utilized for a management tool, tracking which consultants have developed and where there are differences in the profitability of customer relations, which recommendations the various consultants are giving their customers, and to what extent these are being used

Benefits

  • Daily updated analyses
  • More efficient customer relations by using up-to-date, complete and transparent data
  • Low project risk with rapid processing capability and scalable price structure

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