Commerzbank Optimizes Customer Service

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ase Study: PrimePortal for Wealth Management
Commerzbank – Infobroker
Infobroker integrates both financial market data and
Commerzbank’s internal content
Commerzbank Optimizes Customer Service
Commerzbank is committed to meeting the needs of its demanding
private customers.
Infobroker, a comprehensive Intranet tool that integrates financial market data
and customer data handled by separate systems into one overarching application,
can help the firm’s advisors deliver high-quality financial advice to retail investors.
The application is designed to enable advisors to concentrate on client consultations rather than on searching for critical information.
Launched in June 2005, Infobroker was developed by Interactive DataSM exclusively to meet the demands of Commerzbank. Both the content and presentation
of that information are geared towards the specific demands of financial advisors
who work with private customers. “Interactive Data’s Internet expertise, flexibility and creativity helped us to combine customer information and market data,”
comments Dr. Jörg Brock, head of investment strategy and product development
private clients.
Infobroker features a user interface that combines financial market data, the
bank’s internal information and customer portfolios. The portal, which contains
essential information that the firm’s advisors may need to serve their clients,
can be used with an Internet browser from any entitled desk-top. The starting
page gives users a brief market overview. Users can also configure the interface
according to their personal preferences.
Since the system enables Commerzbank to entitle each individual user to specific
content, each advisor receives the data and functionalities he or she requires.
This can allow Commerzbank to reduce market data expenses and increase the
efficiency of its application. Dr. Jörg Brock says: “We wanted to create a financial
market data information system that is beyond compare on the German market
Web-based Solution for
Commerzbank:
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I ntuitive and easy-to-use application
provides support for the advisory
process
F
eatures such as full-text search and
context-sensitive selection menus
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onsistent user interface for all
information, asset class information
clearly organized
asy publication of the bank’s
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internal information such as recommendations and sales documents,
integration of up-to-date market
data via an easy-to-use content
management system
W
ide range of content suppliers and
choice of data providers
S
upport of Commerzbank’s
multi-channel strategy
For further Information about solutions and
services for Wealth Management, please visit:
www.interactivedata.com
Commerzbank AG is Germany’s second
largest bank and one of the leading banks
in Europe. Roughly 35,000 employees,
8,100 of them active outside Germany,
look after more than 8 million customers
worldwide. Commerzbank AG is represented with offices in more than 40 countries.
regarding depth of information and ease of use. The reactions from our advisors,
and especially from our customers, are evidence that we have succeeded.”
Infobroker: Targeted tool for investment advice
Interactive Data operates the solution for Commerzbank. Infobroker uses
Interactive Data’s open market data platform, which can interface with a wide
range of content suppliers.
Content Scope:
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The solution also supports Commerzbank’s multi-channel strategy as
customers can access the same financial market data via the online portal
www.commerzbanking.de. Apart from Infobroker and commerzbanking.de,
additional internal applications also receive financial market quotes and
data from Interactive Data.
About Interactive Data Corporation
Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as
hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading
infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data’s offerings support clients
around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading
and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide.
For more information, please visit www.interactivedata.com.
Interactive Data

www.interactivedata.com

[email protected]
Interactive DataSM and the Interactive Data logo are service marks or trademarks of Interactive Data Corporation, and registered service
marks in Australia, European Community, Germany, Japan, Korea, New Zealand, Switzerland, and Taiwan.
This document is provided for informational purposes only. The information contained in this document is subject to change without notice
and does not constitute any form of warranty, representation, or undertaking. Nothing herein should in any way be deemed to alter the
legal rights and obligations contained in agreements between Interactive Data Managed Solutions AG and its clients relating to any
products or services described herein. Nothing herein is intended to constitute legal, tax or other professional advice. Interactive Data
Managed Solutions AG makes no warranties whatsoever either express or implied, as to merchantability, fitness for a particular purpose,
or any other matter. Without limiting the foregoing, Interactive Data Managed Solutions AG makes no representation or warranty that any
data or information (including, but not limited to, evaluations) supplied to or by it are complete or free from errors, omissions, or defects.
©2010 Interactive Data Managed Solutions AG
04/2007
C
urrent market information
about stocks, bonds, commodities,
currencies, investment funds,
certificates, warrants, options and
futures as well as news
Q
uotes, prices
and fundamental data
Internal research, best-of
recommendations, sales
prospectuses, earnings
estimates and benchmark data
Customer portfolios
Product Modules in use:
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Streams Professional
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Equities Suite
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Funds Suite
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Retail Derivatives Suite
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Fixed Income Suite
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Portfolio Suite
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Interactive Charts