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Financial Services

Create a digital customer experience that delights customers and ensures compliance.

Digital Excellence in the Financial Industry

Strict regulatory requirements, new technologies, and changing customer expectations are driving digital transformation in the financial industry. Customers expect personalized, coordinated services across all channels – from digital self-service to individual consultation. At the same time, IT security & compliance in the financial industry require secure, agile implementation to reliably meet data protection and regulatory requirements.

Through digitalization and automation, you can:

  • Personalize customer relationships in a targeted manner and strengthen them in the long term.

  • Utilize the automation of banking processes to make operations more efficient and reliably comply with regulatory requirements.

  • Offer a secure, seamless omnichannel banking experience.

With a well-thought-out CX strategy, you optimize every interaction with your customers – from personalized financial solutions to intuitive self-service portals to seamless omnichannel experiences. Targeted communication and smart digital services make your service promise tangible and create trust in your brand.

Shaping the Digital Future of Financial Services

Current market analyses show:

  • Only 4% of banks feel fully prepared for digital transformation (Capgemini Report, 2024).

  • 70% of bank executives plan to increase their investments in digital technologies by up to 10% by 2024 (Capgemini Report, 2024).

  • Over 80% of consumers in Switzerland and Germany now use online or mobile banking (Statista, 2023).

What does this mean for banks and insurance companies?

Key tasks for financial service providers in digital transformation:

  • Secure implementation of regulatory requirements (e.g., BaFin, FINMA) and data protection laws (GDPR).

  • Agile implementation of new regulations and automation of compliance processes.

  • Creation of a seamless customer experience across all channels.

  • End-to-end digitalization of business processes such as account opening, credit assessment, or claims processing.

  • Intelligent use of data to develop personalized offers and manage risks more precisely with AI.

  • Expansion of IT security and data protection to prevent cyber threats and data misuse.

  • Seamless integration of existing core banking and insurance systems with ERP and CRM solutions.

We are Your Partner for Digital Customer Experience

Our employees have many years of experience in digitizing banks and insurers. We are familiar with the industry-specific requirements in retail banking, wealth management, corporate banking, and insurance. We are well-versed in the regulatory frameworks in Switzerland and Germany.

We work interdisciplinarily and develop innovative, integrated solutions. Through intelligent process automation, secure system integrations, and personalized services, we optimize your digital marketing and create sustainable competitive advantages.

Our Strengths at a Glance

Holistic Consulting Approach

Starting from your digital vision and business strategy, we develop a solid basis for your transformation. We consider your existing IT landscape (e.g., core banking systems, data infrastructure, apps), integrate professional and technical aspects, and avoid silo thinking. This way, we help you align the entire company specifically with your digital goals.

Comprehensive Technology Know-how

We design, develop, and operate digital solutions that work – from e-banking portals to mobile apps to content management systems or the integration of CRM and core systems. We also develop specialized solutions for payment transactions, digital onboarding, or RegTech (regulatory technology).

Innovation Power through AI and Data Analytics

With in-depth knowledge of Artificial Intelligence (AI) and data analysis, we optimize your business and customer processes. This allows you to make data-driven decisions, intelligently automate processes, and offer personalized services that specifically improve the customer experience – always in compliance with data protection and regulatory requirements.

These companies rely on our expertise

Logo Liechtensteinische Landesbank 1861Logo Liechtensteinische Landesbank 1861
Logo Alte LeipzigerLogo Alte Leipziger

Ready for the digital transformation?

Contact us - we'll support you from the initial conversation to successful implementation.

Jörg Nölke
Gerrit Taaks
Gerrit Taaks

We are here for you!

Contact us - we'll support you from the initial conversation to successful implementation.

Melanie Klühe
Melanie Klühe
Stefanie Berger
Stefanie Berger
Philippe Surber
Philippe Surber
Stephan Handschin
Stephan Handschin

Project examples

Screenshot Tablet with llb.li opened

Liechtensteinische Landesbank AG

A unique one-stop shop

The LLB Group's digital one-stop shop on Sitecore 9 innovates traditional banking: website and online banking merge seamlessly.

A unique one-stop shop
Screenshot Tablet with www.alh.de opened

Alte Leipziger – Hallesche Konzern

Next Standard in Customer Communication

With the relaunch of its website, the Group is setting a new standard in communication with its customers. Our experts were responsible for the conception, design and analytics as well as the frontend, application management and the initial set-up of the hosting. The platform runs on Sitecore 9.

Next Standard in Customer Communication

© Image: SumUp