UNiQUARE CRM enables optimising and steering processes across all distribution channels, thereby reducing sales costs.
UNiQUARE CRM enables structured management of the relationships with customers and distribution partners.
The specific segmentation of customers and prospects reveals existing sales opportunities and identifies new prospect potential.
Generated sales opportunities are filtered out at an early stage in order to prevent mass marketing with high dispersion losses.
The high-quality potential results in an improved acquisition quota and better customer value.
UNiQUARE CRM also contains classic CRM functionalities such as planning, implementation and steering of marketing and sales campaigns as well as task and appointment management.
The solution offers support for business processes in the corporate and retail business of all bank groups and other organisations and is able to exploit the specific advantages of different distribution channels.
The specific requirements of individual banking organisations can be taken into account during adaptation and customisation of the modules.

Business information

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  • Functional details

    Prospect and customer management Sales planning and control Sales opportunities management Rule-based customer segmentation Multi-level campaign planning and execution Planning of activities and appointments Complaint management Event management Product configuration and information system Multi-channel support including Contact Center Advisory service support Integrated staff absence and deputising management Process support Organisation and user access rights management Control Center dashboard Reports and statistics including a report generator

  • Business problem

    Complex legal and risk requirements combined with cost pressures reduce banks' latitude in the fight for customer satisfaction and loyalty. The ability to take quick and correct decisions in tougher conditions becomes a long-term key success factor. Banks incur 70% of their operating costs at the Point of Customer Contact offering a potential for optimization in the areas of acquisition and consulting, administration and transaction processing.

  • Business opportunity

    UNiQUARE CRM is a powerful tool for planning and implementing successful sales and marketing activities.

    • quickly and accurately identify different customer preferences and establish an overall view of each customer
    • Transparency of private, business and legal relationships of your customers, including their specific environment, that facilitates the perfect offer
    • Steadily increase service quality and sales performance to counteract the declining customer loyalty
    • Open new sales potentials and improve sales closure rates
    • Faster introduction of new products and conditions
    • Reduced administration effort owing to the structured process
    • Systematic setup and analysis of target groups
    • Optimisation of planning, implementation and control of campaigns
    • Goal-oriented sales approach across various communication channels
    • Comprehensive and structured information on customer preferences, product portfolio and risk profile

  • Return on investment

    Your bank wins by delivering a much more individual advice and improved customer satisfaction – the key to a long‑term, successful relationship.

    • Reduction in costs and error rates through automation and continuous improvement
    • Use of low-cost service channels (Web, ContactCenter)
    • Reduced administration effort owing to the structured process
    • Revenue increase owing to optimised service quality, sales performance, improving efficiency and minimising risks
    • Higher sales closure rate through active sales opportunity management, targeted cross- and up-selling

  • Competitive advantage

    Increased Revenue:

    • Higher closure rate from selective sales approach
    • Centralised management of sales activities
    • Process optimisation and integration
    • Minimisation of error sources
    • Prevention of redundant data input
    • Best use of the specific advantages of different distribution channels

    Improved Customer Service

    • Competent product information
    • Increased added value for customers due to analysis from analytic CRM
    • Personalised multi-channel service
    • Higher process transparency
    • More time for customers due to automation of routine tasks

  • Industries

    Banking Industry
    Financial Markets Industry
    Insurance Industry

  • Solution areas

    Financial Services/Banking
       Core Banking

  • Customer size

    Very Small Business (Less than 50 employees)
    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • Languages supported

    Greek, Modern
    Portuguese (Brazil)
    Spanish; Castilian

  • Countries/regions available for distribution

    Algeria , Angola , Botswana , Burundi , Cameroon , Central African Republic , Chad , Congo , Congo, The Democratic Republic of the , Côte d'Ivoire , Ethiopia , Gabon , Gambia , Ghana , Guinea , Kenya , Liberia , Madagascar , Mali , Mauritania , Morocco , Mozambique , Namibia , Niger , Nigeria , Rwanda , Réunion , Senegal , Somalia , South Africa , Swaziland , Tanzania, United Republic of , Tunisia , Uganda , Western Sahara , Zambia , Zimbabwe

    Argentina , Belize , Bermuda , Bolivia , Brazil , Canada , Chile , Colombia , Costa Rica , Dominican Republic , Ecuador , El Salvador , Greenland , Grenada , Guatemala , Guyana , Haiti , Honduras , Jamaica , Martinique , Mexico , Nicaragua , Panama , Paraguay , Peru , Puerto Rico , Suriname , United States , Uruguay , Venezuela

    Australia , Azerbaijan , Bangladesh , Cambodia , China , Fiji , Guam , Hong Kong S.A.R. of China , India , Indonesia , Japan , Kazakhstan , Korea, Republic of , Malaysia , Micronesia, Federated States of , Mongolia , Myanmar , New Caledonia , New Zealand , Philippines , Singapore , Sri Lanka , Taiwan , Thailand , Viet Nam

    Albania , Austria , Belgium , Bosnia and Herzegovina , Bulgaria , Croatia , Czech Republic , Denmark , Estonia , Finland , France , Georgia , Germany , Greece , Hungary , Iceland , Ireland , Italy , Lithuania , Luxembourg , Macedonia, The former Yugoslav Republic of , Netherlands , Norway , Poland , Portugal , Romania , Russian Federation , Slovakia , Slovenia , Spain , Sweden , Switzerland , Turkey , Ukraine , United Kingdom

    Bahrain , Egypt , Israel , Jordan , Kuwait , Lebanon , Oman , Pakistan , Saudi Arabia , United Arab Emirates , Yemen

Technical information

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  • Hardware/OS platforms

    AIX 5.3
       IBM Systems: Power
       Hewlett-Packard servers (incl. Compaq)
    Solaris (SUN)
       Sun Microsystems servers
    Windows 2000 Server (inclusive)
       Other non-IBM servers
       System x
    Windows Server 2003
       Other non-IBM servers
       System x
    Other Windows
       Other non-IBM servers
       System x
    AIX 6.1
       IBM Systems: Power
       Other non-IBM servers
       System x
       IBM Systems: Power
       Other non-IBM servers
       System x
       IBM Systems: Power
    Windows Server 2008 (inclusive)
       System x
       System x
       IBM Systems: Power
    AIX 7.1
       IBM Systems: Power
       System x
       IBM Systems: Power

  • Services

    Custom Systems Integration Services
    e-business Services
    Education & Training

  • Software

    IBM Information Management
       Information Management
          DB2 Enterprise 9
          DB2 Enterprise Server Edition
          DB2 Express 9
          DB2 Express Edition
          DB2 for Linux, UNIX and Windows
          DB2 Universal Database for Linux
    IBM WebSphere
          WebSphere Application Server
          WebSphere Application Server - Express
          WebSphere Application Server Community Edition
          WebSphere Application Server Network Deployment
          WebSphere Message Broker
          WebSphere MQ

Date last modified:    Mar 1, 2016

Contact information

Werner Liegl


UNiQUARE Software Development GmbH
Lannerweg 9
Krumpendorf, Kärnten 9201

+43 4229 4000

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