Reference Swiss Life Deutschland GmbH
Swiss Life Germany is a leading provider of financial and pension solutions and is part of the Swiss Life Group, which is headquartered in Zurich. The Group currently employs around 10,000 people worldwide. Swiss Life is present on the German market with several brands and offers private and corporate clients individually tailored solutions in the areas of insurance, pensions and assets.
With CAS genesisWorld, we are keeping an overview and can systematically improve our customer services.
Torsten Pölig, QA & HR Manager
The success story at a glance
Requirements and goals
- Powerful quality assurance, reclamation, and customer management
- Digital support to maintain and optimize longstanding customer relations
- Display of the entire communication management in one solution with customer services in mind, revision-proof and with conclusive reports
- Display, automation and optimization of internal processes
- Integration of self-developed programs Slot and EVS containing several hundred million data records
Benefits and advantages
- High transparency including job documentation in compliance with rules and data protection regulations
- Safe customer and interaction data management due to multi-level rights system
- Reduced workload and more time for customer needs due to automated processes with predefined grounds of appeal, linked documents, deposited sample letters, and so on
- Informed decision making thanks to wellstructured analyses and reports including intelligent filter and selection functions
- A current overview of all customer data paired with seamless data exchange between integrated systems
Industry
Banks/Finances/InsurancesCustomer since
2019Website
www.swisslife.deSupporting partner
C & H Gesellschaft für Informationstechnologie mbH, HannoverCAS genesisWorld
The powerful CRM solution
CAS genesisWorld is the complete customer relationship management solution. It's so flexible that it can be tailored precisely to your needs and so powerful that you can get started straightaway – CAS genesisWorld can be seamlessly extended as your business expands. A range of smart modules and interfaces means that there is a solution for every requirement. CRM means that you can concentrate on your core businesses, while CAS genesisWorld deals with your processes.
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