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Managing Client Relationships

Mathias Client Advisor

Why MCA Works

How MCA Works

Licensing Options

Mathias Client Advisor

Licensing Options

The product can be purchased in two formats:

  1. Software - a Microsoft .NET application
  2. Designs - as a set of software specifications which can be developed by your organization's IT team as an additional module to complement the bank's extant CRM system.

A perpetual license for the software and program content costs from €50,000 to €500,000 depending on the following factors:

  1. the number of staff in your client coverage organization using the program.
  2. the number of product areas participating in collaborative client planning.

The price includes ten days implementation consulting for by Glass Client Program consultants to address any or all of the deployment activities listed below. Additional services, if required, are available under separate contract.

Inclusive Program Implementation Support provided by Glass Client Programs.

  1. System deployment and configuration;
  2. System customisation;
  3. Business deployment advice on client management policies and procedures;
  4. Training front office staff in program content and system use;
  5. Skills and knowledge transfer to your CRM program team.

Maintenance and support is negotiated separately and typically costs c. 15-20% of the perpetual license costs depending on the levels of support and service required.