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The study „CRM in Private Banking - from farming to hunting“ is now available! To the order form

This CRM – Tool was specifically developed for the needs of the financial service industry.

Our scientific partner for the study "CRM in Private Banking - from farming to hunting".

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Hammer Hosig Herzog & Associates offers individual consulting services to leading companies from the financial services and telecommunication sectors. We have already successfully applied our expertise and know-how in more than 50 projects.
For us, one of the fundamental aspects of professional consulting is non-disclosure of client information. Consequently, we can only give you an insight here into selected, anonymised projects.

However, we are pleased, to be allowed to publish the reference of the Bank am Bellevue:

Ernst Bollhalder, CFO Bank am Bellevue

... during our evaluation CrystalCRM was by far the most cost-efficient CRM tool. With hammer Hosig Herzog & Associates AG we also had an implementation partner on our side, who has accompanied us from A to Z with professional support. ...

Read here the testimonial of Bank am Bellevue in german

 

Private bank with international orientation
Development and implementation of market development strategy for Spain in Private Banking segment

 

  • Development of a market entry strategy taking into account the prevailing boundary parameters
  • Integration of the strategy into the corporate agenda
  • Development and coordination of a business plan with a particular focus on the formula ‘Goals of the assets to be acquired vs. market costs’
  • Drawing up the legal basis in collaboration with a legal representative on site with regard to the options ‘branch or representation office’


Major bank
Interim management support and administration teams online applications

 

  • Introduction and implementation of globally standardised processes (ITIL)
  • Development of a global support organisation
  • Introduction of a new application portfolio for support services


Fixed telecommunications network
Transfer of the customer care & billing operations from outsourcing to in-house operations

 

  • Process analysis of the customer care & billing processes at the client’s outsourcing partner
  • Development and coordination of the necessary internal operational processes and resources
  • Documentation of operations management and in-house training
  • Transfer of the CCB operations to in-house and transfer of responsibility to client


Major bank
Development of a Balanced Scorehead, management instruments

 

  • Development of a management instrument based on the concepts of the Balanced Scorecard for the entire Internet and Intranet area of a major bank
  • Ensuring the entire process (data supply, processing and publication)
  • Identification of significant key figures for channel management


Retail bank
Multi-cross-channel process management in sales

 

  • Definition of the cross-channel processes and interfaces to ensure consistent customer processes
  • Optimisation of the process costs through channel management according to customer groups
  • Increase in the conversion rates


Telecommunication
Redesign of the change management processes based on ITIL models

 

  • Optimisation of the change processes with regard to quality, processing time and costs
  • Standardised, end-to-end process documentation


Fixed telecommunications network
Project management for the development of a central product catalogue based on a SOA architecture

 

  • Overall project management for development project product catalogue
  • Control of the project progress, coordination of the work packages; reporting to Steering Board
  • IT project controlling
  • Integration of specialist departments in the course of the project


Retail bank
Conceptual planning online self-service systems

 

  • Conceptual planning for customer self-service for after-sales support
  • Process integration in a multi-channel system
  • Automated and partially automated response to customer enquiries with the aid of e-mail response management systems and agent technology