{"id":3588,"date":"2022-03-22T20:47:00","date_gmt":"2022-03-22T19:47:00","guid":{"rendered":"https:\/\/vapa.ch\/?p=3588"},"modified":"2026-10-28T18:22:16","modified_gmt":"2026-10-28T17:22:16","slug":"leveling-up-client-onboarding-the-potential-of-gamification-in-wealth-management-crm","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/verbesserung-des-kundeneinstiegs-das-potenzial-von-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\/\">innovativere <\/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 \u201e<a href=\"https:\/\/vapa.ch\/de\/die-tesla-revolution-im-privatkundengeschaft\/\">freie Kilometer.<\/a>\u00ab<\/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-pms-systeme-schweizer-vermogensverwaltung\/\">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\/ki-in-der-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\/swiss-independent-wealth-management-blog\/depotbanken-fur-unabhangige-vermogensverwalter-fim-eam\/\">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, einschliesslich 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>","protected":false},"excerpt":{"rendered":"<p>Gamification can significantly boost the success of change projects by transforming the perception of changing conditions from a threat into an opportunity. This innovative approach has proven effective in various industries, such as automotive. Here, while drivers traditionally favoured sport mode, leading to high fuel consumption, post-2010, the eco-mode became gamified. Consequently, fuel-efficient driving became [&hellip;]<\/p>\n","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":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[89],"tags":[103,107,99,96,108,84],"class_list":["post-3588","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-insight","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 v28.7 (Yoast SEO v28.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Gamification in Wealth CRM | 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