Individual Financial Consultation Individual Financial Consultation



It is a central goal of Commerzbank to achieve the highest possible level of customer satisfaction. With the Kundenkompass (customer compass) we live up to our claim to offer fair and competent consultation. This means that we look at the individual needs of our customers and together work out comprehensive solutions and financial plans. The consultation meeting with support of the Kundenkompass – our renowned financial planning software - stands in the centre of our customer relation.

In three steps the customer receives maximum overview of his future financial decisions:

  • We speak about the current life situation of the customer;
  • We discuss on their wishes and goals;
  • We work out financial solutions and recommended actions specifically designed for our customer – together and on equal footing.

And the results speak for themselves: Commerzbank has been awarded for its consultancy multiple times: In the City-Contest 2016 of “Focus-Money” we have for the forth time in a row achieved the overall victory and have been honored as the Bank with the best customer consultation. In addition, the Commerzbank-Kundenkompass has received the best evaluation called “excellent financial analysis” (ausgezeichnete Finanzanalyse) as a financial planning software in the “Focus-Money” test.

Further information