Introductory course: Finnova CRM for Banks


The participants are familiar with the structure and functionality of the Finnova CRM module. They get an overview of possible CRM concepts, their practical implementation and their application at a bank.

Target group

Users of the Finnova CRM module (Business analysts, product managers, product responsibles, marketing managers and bank employees with an interest in CRM)

  • IT knowledge (PC, Windows)
  • Finnova knowledge (GUI)
  • What CRM concepts are there?
  • Practical implementation of a CRM concept
  • Bank-internal organisational measures to implement a CRM concept
  • Examples of various CRM applications in the Finnova software
  • IB campaign management and link to the Finnova CRM module
  • Workshop: Which CRM concepts would we implement at the bank?
  • Questions & answers


Finnova options:

  • 04: CRM Basis
  • 48: CRM enhancement - MyClients
  • 49: CRM enhancement - Open issues/notes
  • 80: CRM campaign management
Course duration

1 Day

Course fee

CHF 1'440.- per Person (incl. Lunch)

No upcoming dates announced at present. Please request course dates.