Short & Crisp
- A tailor-made, subject-specific CRM
- All important business processes and investment strategies are mapped digitally
- Crucial KPIs become visible, e.g. the investment volume per strategy
- Automated data review and compliance checks
- Warning system in the event of poor data quality
The Challenge
Cosmopolitan Vermögensverwaltungs AG not only manages assets, but also a vast amount of data. These should be stored centrally in order to simplify maintenance and automate processes. Unfortunately there is no standard product that meets the requirements. So ideal is a CRMthat perfectly reflects the business processes of Cosmopolitan.
Our solution
The central CRM contributes to increasing the data quality - automated reports and processes become suddenly possible. We meticulously recorded the requirements using requirements engineering and the Customers involved in the iterative process. So we have created a software solution that addresses the Adjusts business requirements - and not the other way around.
We have been running the solution stably and reliably for almost 10 years. When the business demands adapt, the adjustments to the software will follow soon.
«For us, xoredge is the competent and reliable partner who makes our project a success.»
Stefan Bischofberger, Cosmopolitan Vermögensverwaltungs AG
Get started with Cosmopolitan 🚀
Cosmpolitan now has an intuitive, high-performance and clear CRM. And not only that: it's also perfect tailored to your processes. With intelligent flows, our system ensures error-free and fast recording of data securely. The automated reporting saves the Comspolitan team an enormous amount of research work.
