High individualization in customer communication

Customization is the keyword in the banking sector that makes its mark in the highly competitive field for optimized and integrated communications.
DAB utilizes legodo to create individual campaigns fast and easy. Individual letters are autom atically created, based on the Oracle Siebel CRM Data.
Case Management, Document Creation and Shipping is all done directly by the business department.

Project Report: DAB bank – download Success Story (PDF)

Benefits for the company:

• Integrated across-the-board processes for services and quotations
• Minimized maintenance of templates and text blocks by the technical department
• Wahrung einer einheitlichen Unternehmenskommunikation und CI/CD

Individual solution for customers
The DAB bank has the key competitive advantage of being able to address diversity through customized solutions for private and commercial clients, whether novices, pros, traders, or savers.

Seamless integration of documents into the business processes
The integration of documentation into the business processes helped optimize not only sales and advisory services, but also customer service processes.
C4 supports about 250 users at DAB bank AG, mainly through centrally administered textual building blocks and templates for responding via a host of output channels to a diverse range of enquiries for services. Such multi-channel support encompasses letters, e-mails, and faxes.

Highlights
Automation minimizes the banking personnel’s effort to write and maintain services-related correspondence. The system includes functions to automatically compose customized correspondence, assign the salutation by type of portfolio and client, filter templates by case, and comply with information-based rules for signatures.

About DAB bank AG
The DAB bank AG (www.dab-bank.de) is Germany’s and Austria’s leading direct bank that trades securities for both private and commercial clients. As of June 30, 2007, the bank managed 1,085,324 portfolios corporation-wide, representing assets of €32.84 billion. Established in 1994 in Munich as Germany’s first discount brokerage, the DAB bank serves a broad spectrum of target groups with a diverse range of high expectations..