A custom- tailored CRM system for MFO01.01.2012
Marcuard Family Office in Zurich has implemented an efficient, combined customer portal and CRM solution for a family office, based on the Microsoft standard technologies Microsoft Share Point and Microsoft SQL Server.
The Zurich-based Marucard Family Office works differently from a traditional financial services provider. Families with complex requirements generally do not have just one central contact person, but can directly access a network of specialists in finance, tax and legal matters at the same time. Many customers have very complex asset and family structures crossing several generations, but may also have trusts and companies and/or subsidiaries, which can all have individual bank connections. A “off-the-peg” CRM would not be able to fulfil these requirements. The IT Team at Marcuard Family Office realised this and developed a highly scalable combined customer portal/CRM solution based on Microsoft standard technologies such as SharePoint and SQL Server.
« go back