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The bank’s approach to serving the customer segment defined as “TopKunden” focuses on customer needs at various stages of their lives. We provide products and services which help our customers to realise their plans. Our activities do not concentrate on specific products but on analysing customers’ individual requirements and identifying medium-term and long-term objectives in their lives.
AnlageCheck is a tool which account managers use together with their customers in order to analyse existing investments and find ways to optimise them by reference to risk/return expectations and the investment horizon. The solutions range from building up short-term liquidity reserves to accumulating financial assets for realising a dream, all the way to personal retirement planning.
One aspect of our activities is to meet our customers’ needs for financial security. The basic objective of these advisory services is to create transparency for our customers and reduce complexity in making an important decision: how to achieve one’s individual goals in life.