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 advice. 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 customers receive a maximum overview of their 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 an equal footing.

The results speak for themselves: Commerzbank has been awarded multiple times for its consultation process, most recently by winning the nationwide banking test 2018 "Beste Bank vor Ort" (best local bank).

Further information