Customer Advisory
from a single source

Referenzen

Raiffeisen

For more than 15 years Raiffeisen Switzerland has been relying on our engineering and business know-how on the topic «Customer Advisory»

With RETo (Raiffeisen Expert Tool), the Raiffeisen banks have a modern application integrated into their system landscape that supports their customer advisory process. This multi-client capable and multilingual application is centrally operated from the Raiffeisen headquarter in St. Gallen. It offers the advisors of the around 350 cooperative banks system-supported guidelines for all four advisory topics: investment, housing, provision and pension.

The uniform user interface and high ergonomics of the solution ensure high consulting quality and enable consistent and professional customer documents.

Making an impact

In close cooperation with Raiffeisen, K&W Software AG has developed this state-of-the-art consulting solution over the years into a highly integrated, interdisciplinary and technologically modern consulting platform. The advantages are obvious, as Helmut Dedié, Head of Advisory Systems, explains: «Developments in the bank client business constantly bring with them adjustments of a technical and regulatory nature, as well as continuous technical innovations. Thanks to the RETo platform, we are able to advise customers in both the retail and affluent areas and provide our Raiffeisen banks with an intuitively operated advisory platform.»

Ralf Nufer,
Head of Advisory Systems, Raiffeisen Switzerland

«Thanks to the RETo platform, we are able to advise customers in both retail and affluent areas and provide our Raiffeisen banks with an intuitively operated advisory platform.»

Ralf Nufer,
Head of Advisory Systems, Raiffeisen Switzerland

Target-oriented and competent

Raiffeisen Switzerland continues to rely on the successful cooperation with K&W Software AG and has extended the contracts until the end of 2016. In addition to a team of software engineers and developers for the technical implementation, also business analysts are requested to design solution concepts to new requirements. K&W Software AG is pleased to keep putting its know-how at the service of Switzerland's largest retail bank.

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Further references