The customer relationship management of a bank

Original price was: € 199,00.Current price is: € 0,00.


As the financial industry becomes increasingly like the service industry, banks need to manage their relationships with clients. They have a unique power to convert a client’s “transactional” into a “relationship” purchase. With proper CRSM, banks can engage their customers.

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Available in: English, Dutch, French, German, Spanish
  • The bank manager who needs to know what the larger market opportunities are.
  • The marketing manager who wants to evaluate the effectiveness of the bank's CRM.
  • The CRM expert who wants to organize all bank data.
  • The CMO who tracks research data.
  • The CRM guy who wants to track the competition.
Setting up a meeting
what to do when you have a customer

Customer relationship management
how to manage your customers

why people should use your product or service

what is the goal of this project?

Market research
how can you find out about your market?

who are the team members and where are they located?

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. Are market research results used for marketing actions?
  1. No
  2. We use them for some marketing actions
  3. We use them for all marketing actions

Q. Do you use customer data from other departments?
  1. No or hardly
  2. For example; customer data from finance are often used in customer relationship management (CRM)
  3. Customer data from several departments are frequently used in CRM
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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