List of aixigo BLOXX Client Management Customers
Aachen, 52072,
Germany
Since 2010, our global team of researchers has been studying aixigo BLOXX Client Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased aixigo BLOXX Client Management for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using aixigo BLOXX Client Management for CRM and Investor Relationship Management include: Commerzbank, a Germany based Banking and Financial Services organisation with 37728 employees and revenues of $14.01 billion, Targobank, a Germany based Banking and Financial Services organisation with 7000 employees and revenues of $2.50 billion, Vontobel, a Switzerland based Banking and Financial Services organisation with 2302 employees and revenues of $1.76 billion and many others.
Contact us if you need a completed and verified list of companies using aixigo BLOXX Client Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The aixigo BLOXX Client Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Commerzbank | Banking and Financial Services | 37728 | $14.0B | Germany | aixigo | aixigo BLOXX Client Management | CRM and Investor Relationship Management | 2019 | n/a |
In 2019 Commerzbank implemented aixigo BLOXX Client Management, Apps Category . The deployment was delivered as part of a joint initiative with aixigo and Allianz Global Investors to build the Money Mate digital advisory and investment solution, providing interactive reporting and decision support for retail investors in Germany. Customer-facing advisory and reporting capabilities from aixigo BLOXX Client Management are cited as the core interaction layer in the Money Mate offering, supporting advisor workflows and client-facing transparency.
The aixigo BLOXX Client Management implementation centered on client management and advisory modules, including CRM-oriented client profiling, advisory workflow orchestration, interactive reporting for retail portfolios, and decision-support interfaces for investment conversations. aixigo BLOXX Client Management was configured to enable advisor-assisted scenarios and client self-service reporting, aligning system behavior with retail advisory processes and client interaction use cases described by the vendor and partners.
Operational coverage targeted Commerzbank retail advisory channels in Germany, embedding the application into advisor and client touch points for investment guidance and reporting. The workstream was co-developed with Allianz Global Investors as a product and distribution partner, resulting in a combined advisory solution branded as Money Mate, and the deployment explicitly supported CRM and advisory processes across customer-facing teams.
Governance emphasized cross-organizational coordination between Commerzbank, aixigo, and Allianz Global Investors to align product features with advisory workflows and client communication standards. The implementation is described as improving client engagement and transparency through interactive reporting and enhanced advisor-client decision support capabilities, consistent with the customer voice provided by aixigo.
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Targobank | Banking and Financial Services | 7000 | $2.5B | Germany | aixigo | aixigo BLOXX Client Management | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, TARGOBANK implemented aixigo BLOXX Client Management to deliver personalised investment and pension advice within a financial planning and advisory context in Germany. aixigo BLOXX Client Management was configured to handle advisor-led CRM functions, structured advisory workflows, ESG preference handling, and ongoing portfolio monitoring to support regulated retail advice processes.
The implementation leveraged BLOXX Client Management capabilities for client profiling, goal-based financial planning, advisory session orchestration, and continuous portfolio monitoring, with configuration focused on adviser-facing workflows and client documentation. Functional terminology implemented included client management, suitability-driven proposal generation, ESG preference capture, and monitoring alerts to maintain ongoing advisory cadence and portfolio oversight.
Operational coverage centered on TARGOBANK retail advisory teams in Germany, embedding the application into advisor workflow and client engagement processes to support personalised advice delivery. Governance and process changes emphasized documented advisory workflows and CRM efficiency, aligning system controls and data capture to regulatory requirements while aiming to increase advisor efficiency and ensure personalised, compliant investment and pension guidance.
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Vontobel | Banking and Financial Services | 2302 | $1.8B | Switzerland | aixigo | aixigo BLOXX Client Management | CRM and Investor Relationship Management | 2019 | n/a |
In 2019 Vontobel implemented aixigo BLOXX Client Management, Apps Category , as the core platform for its volt digital wealth management service in Switzerland, enabling digital investment advisory, portfolio construction and client facing reporting. The deployment centered on embedding aixigo BLOXX Client Management into the bank’s wealth management operating model to support CRM and client administration workflows for the volt service.
Module usage of aixigo BLOXX Client Management included client administration and advisory workflows and extended to portfolio construction and client reporting capabilities, inferred from vendor success materials describing the platform role within volt. Configuration focused on advisory workflow orchestration, client data consolidation for client facing reporting, and portfolio model definition consistent with digital investment advisory processes.
Operational coverage was scoped to Vontobel’s Swiss wealth management processes and the volt digital channel, impacting front office advisory functions and client service teams. The implementation addressed CRM and wealth management business functions by centralizing client management and automating advisory touch points inside aixigo BLOXX Client Management.
Governance and process changes accompanied the rollout, with advisory workflow redesign and centralized client administration practices to support a digital first advisory service. The project delivered a market first active digital wealth offering in Switzerland through the aixigo BLOXX Client Management platform, as described in vendor materials.
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