{"id":3588,"date":"2022-03-22T20:47:00","date_gmt":"2022-03-22T19:47:00","guid":{"rendered":"https:\/\/vapa.ch\/?p=3588"},"modified":"2025-01-03T06:43:02","modified_gmt":"2025-01-03T05:43:02","slug":"verbesserung-des-kundeneinstiegs-das-potenzial-von-gamification-in-wealth-management-crm","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/leveling-up-client-onboarding-the-potential-of-gamification-in-wealth-management-crm\/","title":{"rendered":"Das Kunden-Onboarding verbessern: Das Potenzial von Gamification im Wealth Management CRM \ud83c\udfae\ud83d\udcc8"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Gamification kann den Erfolg von Ver\u00e4nderungsprojekten erheblich steigern, indem es die Wahrnehmung der ver\u00e4nderten Bedingungen von einer Bedrohung in eine Chance verwandelt. Diese <a href=\"https:\/\/vapa.ch\/de\/generationsubergreifender-vermogenstransfer-digitale-innovation-human-touch\/\">innovativ <\/a>Dieser Ansatz hat sich in verschiedenen Branchen bew\u00e4hrt, beispielsweise in der Automobilindustrie. W\u00e4hrend die Fahrer hier traditionell den Sportmodus bevorzugten, was zu einem hohen Kraftstoffverbrauch f\u00fchrte, wurde der \u00d6ko-Modus nach 2010 zu einem Spiel. Folglich wurde kraftstoffsparendes Fahren zu einer pers\u00f6nlichen Herausforderung, bei der die Fahrer in \"<a href=\"https:\/\/vapa.ch\/de\/die-tesla-revolution-im-privatkundengeschaft\/\">freie Kilometer.<\/a>\u201c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Auch wenn dieser Vergleich weit hergeholt erscheint, zeigt er doch das Potenzial der Anwendung von Gamification auf andere komplexe Prozesse. Insbesondere die umfangreiche Sammlung von Kundendaten stellt in der Verm\u00f6gensverwaltung eine Herausforderung dar. Die Benutzer haben oft M\u00fche, zahlreiche unorganisierte <a href=\"https:\/\/vapa.ch\/de\/crm-portfolio-management-systeme-neu-uberdenken\/\">CRM <\/a>Datenfelder, was f\u00fcr die explorative Datenanalyse entscheidend ist. Das Freitextformat der Lebensgeschichte des Kunden, das f\u00fcr die Erkl\u00e4rung der Herkunft der Gelder von wesentlicher Bedeutung ist, wird jedoch nach wie vor nicht ausreichend genutzt, selbst mit Hilfe von <a href=\"https:\/\/vapa.ch\/de\/ai-in-der-unabhangigen-vermogensverwaltung\/\">KI<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Das wirft die Frage auf: Warum ist die <a href=\"https:\/\/vapa.ch\/de\/rolle-der-depotbanken-in-der-schweizer-vermogensverwaltung\/\">Onboarding <\/a>von verm\u00f6genden Kunden intern spielerisch zu gestalten? Stellen Sie sich ein System vor, bei dem die Situation und die Struktur des Kunden mit Hilfe von Drag-and-Drop-Symbolen grafisch gestaltet werden k\u00f6nnten, so dass der Benutzer spielerisch durch die Richtlinien und Verfahren des Finanzinstituts gef\u00fchrt wird, w\u00e4hrend er die erforderlichen Datens\u00e4tze logisch vervollst\u00e4ndigt.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-interactive-crm-solutions\">Interaktive CRM-L\u00f6sungen<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Ein CRM-System wie dieses k\u00f6nnte sofort auf zus\u00e4tzliche Unterlagen hinweisen, einschlie\u00dflich der \u00dcberpr\u00fcfung von Verm\u00f6gensquellen, und alle erforderlichen Formulare f\u00fcr die Kontoer\u00f6ffnung automatisch ausf\u00fcllen. Ein gef\u00fchrter, spielerischer Prozess k\u00f6nnte Spannungen zwischen dem Front Office und den Compliance-Teams abbauen und die <a href=\"https:\/\/vapa.ch\/de\/verbesserung-des-kundeneinstiegs-das-potenzial-von-gamification-in-wealth-management-crm\/\">Kontoer\u00f6ffnungen<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Das Potenzial einer gamifizierten Schweiz <a href=\"https:\/\/vapa.ch\/de\/crm-pms-systeme-schweizer-vermogensverwaltung\/\">CRM-System<\/a> in der Verm\u00f6gensverwaltung ist enorm. Kennt jemand eine <a href=\"https:\/\/vapa.ch\/de\/crm-pms-systeme-schweizer-vermogensverwaltung\/\">CRM <\/a>System in der Schweizer Verm\u00f6gensverwaltung, das die <a href=\"https:\/\/vapa.ch\/de\/die-traditionelle-vermogensverwaltung-entwickelt-sich-mit-neuen-markten-jungeren-kunden-und-moderner-technologie-weiter\/\">Gamification<\/a> um die Aufnahme von Kunden zu rationalisieren?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quelle: <a href=\"https:\/\/www.linkedin.com\/posts\/patrick-stauber-marcuard-heritage_gamification-cars-challenge-activity-6840504256529764352-9Llg\/?utm_source=share&amp;utm_medium=member_desktop\" target=\"_blank\" rel=\"noreferrer noopener\">LinkedIn<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<div class=\"wps-pgfw-pdf-generate-icon__wrapper-frontend pgfw-icon-display pgfw-icon-display--default\" style=\"--pgfw-icon-justify:;\"><a href=\"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/3588?action=genpdf&#038;id=3588\" class=\"pgfw-single-pdf-download-button pgfw-single-pdf-download-button--default pgfw-single-pdf-download-button--image-only pgfw-single-pdf-download-button--icon-only\" title=\"PDF generieren\" style=\"--pgfw-icon-width:25px;--pgfw-icon-height:45px;\" target=\"_blank\" aria-label=\"PDF generieren\"><span class=\"pgfw-single-pdf-download-button__media\" aria-hidden=\"true\"><img src=\"https:\/\/vapa.ch\/wp-content\/uploads\/2024\/11\/pdf-svgrepo-com.svg\" alt=\"\" decoding=\"async\"><\/span><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>Gamification kann den Erfolg von Ver\u00e4nderungsprojekten erheblich steigern, indem es die Wahrnehmung der ver\u00e4nderten Bedingungen von einer Bedrohung in eine Chance verwandelt. Dieser innovative Ansatz hat sich in verschiedenen Branchen bew\u00e4hrt, etwa in der Automobilindustrie. W\u00e4hrend die Fahrer hier traditionell den Sportmodus bevorzugten, was zu einem hohen Kraftstoffverbrauch f\u00fchrte, wurde der \u00d6ko-Modus nach 2010 zu einem Spiel. So wurde kraftstoffsparendes Fahren zu einer pers\u00f6nlichen Herausforderung, bei der die Fahrer \"Freikilometer\" sammeln konnten. Auch wenn dieser Vergleich etwas weit hergeholt erscheint, zeigt er doch das Potenzial der Anwendung von Gamification auf andere komplexe Prozesse. Insbesondere die umfangreiche Sammlung von Kundendaten stellt in der Verm\u00f6gensverwaltung eine Herausforderung dar. Die Benutzer haben oft M\u00fche, die zahlreichen unorganisierten CRM-Datenfelder auszuf\u00fcllen, was f\u00fcr die explorative Datenanalyse entscheidend ist. Das Freitextformat der Lebensgeschichte des Kunden, das f\u00fcr die Erkl\u00e4rung der Herkunft von Geldern unerl\u00e4sslich ist, wird jedoch selbst mit Hilfe von KI noch nicht ausreichend genutzt. Dies wirft die Frage auf: Warum wird das Onboarding von verm\u00f6genden Kunden nicht intern gamifiziert? Stellen Sie sich ein System vor, in dem die Situation und die Struktur des Kunden mit Hilfe von Drag-and-Drop-Symbolen grafisch gestaltet werden k\u00f6nnten und der Benutzer spielerisch durch die Richtlinien und Verfahren des Finanzinstituts gef\u00fchrt w\u00fcrde, w\u00e4hrend er die erforderlichen Datens\u00e4tze logisch vervollst\u00e4ndigt. Interaktive CRM-L\u00f6sungen Ein solches CRM-System k\u00f6nnte sofort auf zus\u00e4tzliche Dokumentation hinweisen, einschlie\u00dflich der \u00dcberpr\u00fcfung von Verm\u00f6gensquellen und ...<\/p>","protected":false},"author":1,"featured_media":3589,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_122096905244470929_329580246915571":"","twitter_1821932287224696832_1821932287224696832":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[89],"tags":[275,103,107,99,96,108,84],"class_list":["post-3588","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news","tag-2022-blogs-wealth-management","tag-artificial-intelligence","tag-compliance","tag-independent-wealth-management","tag-reflection","tag-risk-management","tag-technology"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Gamification Wealth Management CRM | independent wealth management<\/title>\n<meta name=\"description\" content=\"Leveling Up Client Onboarding: The Potential of Gamification in Wealth Management CRM. 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