The management and IT consultancy Acando GmbH has launched release 5.0 for RelaGain – Acando CRM, after taking over the solution for financial service providers based on Microsoft Dynamics CRM from DATALOG Software AG in October 2012. The solution called RelaGain – Acando CRM was developed further technically and enhanced with important functions. The new release will be premiered to the greater public at the FONDS professionell conference in Mannheim on January 30 and 31.
The industry-specific solution RelaGain is already being used by various financial service providers as private banks, investment management and asset management companies. For release 5.0 it was ported to the latest version of Microsoft Dynamics CRM 2011. Transaction-dependent screens were implemented, the consistent use of the four-eye principle was improved, and all the processes for the reporting obligation of bank advisers are now entirely supported by RelaGain. The new version was already tested at an existing customer and successfully linked to the bank’s existing individual adjustments.
“Not only was the high standard of the solution met, but it was even surpassed, thanks to the dedicated development team at Acando. This will enable us to respond to market demands and legislation even more quickly in the future,” says Stefan Merchel, long-time product manager of the solution, about the successful expansion of the CRM system.
Acando pays special attention to the consistent representation of regulatory and legal requirements, in particular MaComp, BDSG, MiFID and UCITS. Foreseeable guidelines and modifications of existing ones are being taken into account by now. “Aside from the comfortable realization of all customer-related processes, we also support users in meeting the growing complexity of legal requirements with secure and automated functions,” says Dr. Christian Janssen, Client Relationship Manager at Acando GmbH, when describing the solution’s benefits.
At the FONDS professionell conference in Mannheim, RelaGain will be presented to a professional audience. Stefan Merchel, Product Manager, will focus his presentation on new functions and workflows, which address the current market demands and existing regulations for marketing and sales of financial products.
The industry-specific solution RelaGain is already being used by various financial service providers as private banks, investment management and asset management companies. For release 5.0 it was ported to the latest version of Microsoft Dynamics CRM 2011. Transaction-dependent screens were implemented, the consistent use of the four-eye principle was improved, and all the processes for the reporting obligation of bank advisers are now entirely supported by RelaGain. The new version was already tested at an existing customer and successfully linked to the bank’s existing individual adjustments.
“Not only was the high standard of the solution met, but it was even surpassed, thanks to the dedicated development team at Acando. This will enable us to respond to market demands and legislation even more quickly in the future,” says Stefan Merchel, long-time product manager of the solution, about the successful expansion of the CRM system.
Acando pays special attention to the consistent representation of regulatory and legal requirements, in particular MaComp, BDSG, MiFID and UCITS. Foreseeable guidelines and modifications of existing ones are being taken into account by now. “Aside from the comfortable realization of all customer-related processes, we also support users in meeting the growing complexity of legal requirements with secure and automated functions,” says Dr. Christian Janssen, Client Relationship Manager at Acando GmbH, when describing the solution’s benefits.
At the FONDS professionell conference in Mannheim, RelaGain will be presented to a professional audience. Stefan Merchel, Product Manager, will focus his presentation on new functions and workflows, which address the current market demands and existing regulations for marketing and sales of financial products.
