Fiona Bank - The standard version is a total match for our demands

Industry: - Finance Figure 1 SuperOffice CASE STORY: Fionia Bank ”The standard version is a total match for our demands” From where we stand now, the standard version meets all our demands and requirements. Nothing is left uncovered. One never knows about the future, though. Perhaps at some point later, some exciting ideas will surface and make us want to expand our options. Only time can tell,” says Palle Andreasen. Palle Andreasen, IT Manager, Fionia Bank The Challenge with other systems – e.g. our central The agenda was all clear with Fionia banking system”, explains IT The Customer Benefits at a Bank. With headquarters in Odense manager Palle Andreasen, Fionia Glance and all of 37 branches in the Bank. approximate vicinity surrounding Due to the SuperOffice solution, • Complete overview of complex Odense – i.e. across the island of Fionia Bank has, for the first time customer relations Funen over to Kolding and Vejle in ever, obtained an all-inclusive status • More focused counselling and east Jutland, the bank wanted to of the working relationships with their sales efforts tighten the personal contact with its primary business clients. All deals • Total integration with the major business clients. Business and agreements with the client, all banking system banking is typically quite complex. It meetings, correspondences, • Easy adaptation to business- involves a number of people and a campaign activities, etc., are to be defined demands. number of different engagements found at the same location. and activities, and the bank has to stay on top of the situation at all The Result times. Fionia Bank was looking for a In practice, SuperOffice serves as a solution can be tailored to suit the tool to help them do so. They wanted supplement to the banking system particular demands of each individual to integrate their data about dates, which contains all the factual data branch. It is quite a relief for the IT deals, campaigns, communications, about the clients’ bank affairs. The department. Instead of worrying etc., so as to establish an overview two systems can be completely about instant questions we can that could improve the customer integrated. concentrate on the more future- contact and, at the same time, ”We only have to enter our master oriented tasks and requirements – expand the bank’s general position data one time and in one place. From and the users won’t have to wait for with their business clients. there we can transfer key figures an IT supporter to be available”, from the banking system – to e.g. explains Palle Andreasen. ”It’s a win- The Solution SuperOffice – so as to make it easier win situation from all angles.” ”We chose SuperOffice because their for the bank adviser to form an solution met all our demands very immediate impression of the extent of ”It’s quite a new thing for us to work convincing¬ly. For one thing, all our business affairs and of the types of with a CRM system like SuperOffice. required functions are covered by the arrangements we have with the client That’s why we choose to view this standard solution, enabling us to in question”, says Palle Andreasen. introductory period as a learning configure solutions to exactly match process in which we can make our our aims without having to do any Palle Andreasen also points at the own experience development work first. Another thing system’s user-friendliness as a very is that the system’s technical great advantage. ”From what we structure provides us with great have seen so far, the system is not flexibility. I don’t think I have ever only easy to build up, it is also easy come across a system as open as to support. We expect super users to this one. The interfacing makes it change and add functionalities on very easy to integrate SuperOffice their own initiative, so that the