Customer-centric experiences for digital asset management and real estate management


Asset managers are operating in a competitive market characterized by extensive rules, increasing pressure on returns, and strong dynamics. The digital transformation represents both a challenge and an opportunity for companies in this sector.

While existing business models need to be put to the test, technological progress is creating new strategies and opportunities that can provide a decisive competitive advantage. The customer management experts at ec4u support you in using the potential of these opportunities, create smart automated processes and enable your sales, marketing and service teams.


experienced employees in the financial services & insurance sector


successfully implemented asset management projects


years of CRM experience with asset management projects

“It’s fantastic, how quickly we were able to hand over a great solution to the customer!”

Reto Camenzind – Head of Data Science and Product Owner
Wincasa Owner Portal

Our services

ec4u helps you win the trust of your new customers and strengthen the bond with your existing customers. We support you throughout the entire customer life cycle, from marketing and sales to service processes.

Addressing target groups across all channels

Customer communication across all channels requires a connected, scalable IT landscape and efficient organizational structures that enable uniform digital marketing of your asset management and real estate products.

With marketing automation, you can use different channels efficiently and in line with your target groups. An individualized customer approach increases customer satisfaction, creates competitive advantages and builds the basis for successful lead management.

Sales power for you and your sales partners

Efficient sales process design, comprehensive operation of sales channels and consistent integration of your sales partners represent critical success factors for asset managers. A central CRM platform that addresses these factors and additionally works with analytics and AI functionalities, delivers a 360° customer view and ensures increasing sales performance.

The integration of collaboration tools and low-code applications make it easier for your sales staff to complete their daily tasks and create seamless and efficient sales processes.

Service excellence as a driver of customer satisfaction

Build trust with your private and institutional customers through service excellence and high quality advice. Excellent service has become one of the biggest competitive advantages, especially on digital channels where everyone seems to be online 24/7.

Use web-based services and apps, for example, to inspire new and existing customers and build long-term relationships.

Would you like to learn more about our services? Make an appointment for an informative talk.

ec4u as a consulting partner for asset managers

  • With over 400 employees and more than 50 certified Microsoft consultants, we are one of the leading strategic Microsoft Gold Partners in Germany, Austria and Switzerland.
  • As a Signature Microsoft Partner for FSI and member of the Microsoft Fast Forward Partner Advisory Board, we are well positioned for the future direction of our wealth management clients to transform them into the Digital Champion of their customers.
  • Extensive experience in wealth management with a focus on client-facing processes.
  • Independent platform selection – We offer independent advice for platform evaluation, completely tailored to your needs and requirements.

Stay informed about current trends, exciting topics around the digital transformation of marketing, sales and service in our Blog.

Your Contacts

Mario Pufahl

Chief Sales Officer

Do you have any questions or would you like to learn more?
Please feel free to arrange an informational interview.


Bernd Sailer

Bernd Sailer

Director Professional Services
Industry expert for financial service providers & insurance companies

For technical queries about your project, contact our industry expert.