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The highly personalised and specialized Rothschild Banking Group has founded Rothschild's Private Banking & Trust service. Its main objective is to meet the demands of wealthy individuals especially, those who have created their own capital through their activities. Indeed, as of today nearly 400 family groups have put their trust in the Rothschild Private Banking & Trust service to manage their private interests. The strong growth in activity over recent years and the changing regulatory environment led the Private Banking & Trust service of Rothschild to review the management of customer relationships in early 2007 leading to the launch of a project with objectives to:
Yvon Coatanlem, Project Manager at Business & Decision, comments: "With the implementation of this CRM application, private bankers acquire a real client visibility and a tool able to assist them in their daily administrative and contractual tasks. Strong private banking experience and involvement of Rothschild management has enhanced the success of this project".
Business & Decision has been providing its know-how to the Rothschild banking group since September 2007:
Philippe de Conchard, Director at the Rothschild banking group says: "The implementation of this application should enable us to fully adhere to our strongest values including excellence and quality. The introduction of Business & Decision's know-how and involvement six months after the project was initiated, facilitated integration of the Pivotal solution and opening of the service to hundreds of users".
About Rothschild
Rothschild has been at the centre of the world's financial markets for over 200 years. Today, it provides Investment Banking, Corporate Banking and Private Banking & Trust services to governments, corporations and individuals worldwide.
It is organised globally so that clients can obtain the advice and services they require wherever it suits them. Through 40 offices in more than 30 countries, from the Americas through Europe to Australia, clients can access Rothschild ideas and expertise. It ranks amongst the world's largest privately-owned banks.
Rothschild is committed to the pursuit of excellence, and for this reason concentrates on sectors and markets in which it can excel, where the bank ranks with the very best. Its influence and reputation flow from the quality of its people and the standing of its clients. This, combined with a culture that values pragmatic innovation, integrity and intellectual rigour above all else, has resulted in a reputation for ground breaking ideas that are practical as well as imaginative.
About Business & Decision - www.businessdecision.com
Founded in 1992, Business & Decision is an International consulting and Systems Integration company specializing in Business Intelligence, Customer Relationship Management (CRM) and E-Business. The Group works with clients to implement systems that aim at driving business functions and performance (dashboards, reporting, consolidation etc.); help in customer relationship management (sales force automation, call centers, campaign management, analytical CRM); and assist in E-Business (intranet and extranet portals, directories and Meta directories, e-commerce, knowledge management, Open source technologies, etc.). With more than 2,800 employees worldwide, Business & Decision has developed a "complete project" approach that spans from consulting to implementation. The Group has a reputation for its functional and technological expertise and has forged partnerships with all of the key technology vendors. At present, Business & Decision has more than 1,200 clients.
Business & Decision has been listed on the Euronext Paris since February 2001 (compartment B / Isin code: FR 00000 7895 8 / Symbol: BND). Business & Decision is listed in the NextEconomy segment and in the IT-Cac (technology market). For more information, visit: www.businessdecision.com & www.businessdecision.fr
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Business & Decision assists Rothschild’s Private Banking & Trust service to implement a CRM solution
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