The Company
The Münchmeyer Petersen Capital AG (MPC Capital) is Germany’s largest independent issuing house for closed-end funds having its registered office in Hamburg. The SDAX-listed MPC Capital AG develops, operates and manages qualitatively high-value capital investment products for affluent private clients. The business segments include closed-end funds, structured products, insurance solutions and investment funds.
The Goal
The primary objective of the project was to inform the prospective customers and sales partners about the products and services, swiftly and economically. The new communication solution, for this purpose, should seamlessly integrate into the existing technology structure of MPC Capital.
A solution was sought, which can be connected to an existing CRM System (IET Enterprise of IET Solutions) without great effort in order to generate mailing lists with prospective customers for specific products with just a few mouse clicks.
Since several sisters concerns (MPC Capital Investments, MPC FundXchange, MPC Capital Stiftung, …) are performing independently in the market, the complete client-processing capability, as well as a user- and rights management connected with it, was an important criterion.
Add to this, as is customary in this line of trade, extraordinarily high security requirements.
The Solution
After detailed evaluation, in the spring of 2007, MPC Capital decided for
dialogue1 evolution for the in-house operations. A separate forwarding server permitted that the application, as well as the database, could be operated in an Intranet. Thus, the security requirements are fulfilled.
Optimised newsletter templates for several sister concerns and operational areas were individually programmed, and were made selectable.
The Result
After a brief training and familiarisation period (2-3 hours per employee) nothing more stood in the way of the operational implementation. Since then, primarily the following campaigns have been implemented:
- Regular newsletter for MPC Capital: approx. 6000 every 2nd week (upward trend)
- Mailings to sales partners depending on the group of recipients between 25 and 6000, 2-3 times a week
On the strength of the past experiences, a conclusion can be summarised as follows:
- Very fast composing of a new newsletter, including contents (Duration: 1-2 hours without programming knowledge)
- Composing a mailing within a short time
- Up-to-dateness of the databases, since the contact data are transferred to and/or synchronised with dialogue1 evolution from CRM on just-in-time basis
- Reduces the demands on the internal Exchange Server
