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Together we are shaping the future of the financial industry!

Banks and Financial Services

Banks and financial services are facing profound changes: the Digital transformation demands agile strategies, while new regulatory requirements are restricting the scope for action. At the same time, the shortage of skilled workers and demographic change are intensifying the competition for talent. However, every challenge offers an opportunity – for innovative business models, more efficient processes and sustainable growth. We understand the dynamics of the industry and support banks and financial companies on their way to sustainable solutions.

Shape the transformation of the financial industry now!

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Consulting services for banks and financial services
Strategy & Innovation​

We support banks and financial services in jointly developing a clear strategic direction. We strengthen competitiveness through forward-looking planning and customized development of e.g. business and divisional strategies, data strategies, and HR strategies. Our focus on innovation management helps to identify and successfully implement new opportunities.

Business & IT Transformation​

We future-proof the organization of banks and financial services: to do this, we cover the entire range of needs, from organizational development, to the design of new processes, to building skills in employees and managers, to change management. With our IT expertise in IT governance and the introduction of innovative software solutions, we support the transformation of IT organizations. In addition, we drive the development of digital services to optimize digital customer loyalty.

Operational Excellence

We help banks and financial services to achieve efficiency gains throughout their organization through operational excellence and lean administration. Our approach focuses on optimizing the delivery of your services to your customers. At the same time, we optimize and simplify your processes and strengthen the skills of your employees and managers in a targeted manner. This sustainably increases efficiency and flexibility in your operations and strengthens your competitiveness.

Regulation

We support banks and financial services in implementing important regulatory requirements such as MaRisk and DORA. Together, we identify specific needs for action and ensure that legal requirements are implemented efficiently and sustainably. We ensure compliance with various requirements for sustainable and legally secure corporate governance, while also enabling your organization.

Sparkassen und Genossenschaftsbanken

In einer zunehmend komplexeren Finanzwelt stehen Sparkassen und Genossenschaftsbanken vor großen Herausforderungen, die sich deutlich von denen großer Finanzinstitute unterscheiden. Wir unterstützen Sie bei der Erarbeitung zukunftsorientierter Geschäfts- und Bereichsstrategien, die speziell auf die Bedürfnisse und Potenziale von Sparkassen und Genossenschaftsbanken abgestimmt sind. Dabei berücksichtigen wir die regulatorischen Anforderungen, die für kleinere und mittelgroße Institute besonders komplex sein können, und entwickeln gemeinsam mit Ihnen praxisnahe Lösungen zur Einhaltung von Compliance-Vorgaben.

Unser Fokus liegt auf der Optimierung Ihrer Geschäftsprozesse, um Effizienzgewinne zu erzielen und Ihre Kundenorientierung zu steigern. Dabei helfen wir Ihnen, den Spagat zwischen Regulatorik, Innovation und Rentabilität erfolgreich zu meistern. Mit einem breiten Netzwerk und etablierten Partnerschaften zu Verbänden, Akademien & branchenspezifischen IT-Dienstleistern, begleiten wir Sie mit pragmatischen Ansätzen bis hin zur operativen Umsetzung und Befähigung von Teams und Führungskräften.

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Absicherung der Bonität Ihrer Unternehmenskunden

Viele Unternehmen stehen aktuell unter Druck, ihre Profitabilität durch Effizienzprogramme und die Sicherung bzw. den Ausbau von Marktanteilen zu stärken und damit ihre Refinanzierungsstrukturen zu erhalten. Um den daraus resultierenden Kreditrisiken entgegenzuwirken, fokussieren sich Finanzinstitute besonders auf Bonitätsanalysen bis hin zu extern durchgeführten IBRs. Nach unserer Erfahrung scheitern viele Unternehmen an der operativen Umsetzung der Erkenntnisse aus diesen Analysen. Oft sind sie nicht in der Lage, einen strukturierten Maßnahmenplan abzuleiten und entsprechende Maßnahmen zu operationalisieren.

Auf Basis Ihrer Bonitätsanalysen erarbeiten wir Handlungsfelder und einen Masterplan of Action mit direktem Bezug zu relevanten Finanzkennzahlen Ihrer Kunden (GuV, Bilanz, Liquiditätsrelevanz). Durch gezielte fachliche Quick Checks konkretisieren wir Projekte und Initiativen, deren Umsetzung wir mit unseren Experten in 100-Tage-Plänen operationalisieren. Unser Leistungsportfolio deckt dabei die gesamte Wertschöpfungskette Ihrer Kunden ab.

Mehr zu Profitabilität & Effizienz

Project storys banks and financial services
  • Customized, holistic and future-oriented personnel strategies for the individual Sparkassen branches
  • HR Strategy for Sparkasse Bochum
  • Real Estate 2030 in Austria
  • VR DigitalCheck

Request now: A secure future for your company

DORA Quick Check
Regulation & Compliance
3-6 Weeks on-site or remote

With our Quick Check services, we determine where specific action is required and how you can minimize the work involved.

 

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SAFe – LPM Enablement
IT Transformation
After consultation, at least one PI

We support you in successfully implementing and optimizing lean portfolio management within the framework of the Scaled Agile Framework.

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SAFe – Best Practices & Standardization
IT Transformation
After consultation, at least one PI

We support the implementation and standardization of proven agile practices in the context of Agile Release Trains and Solution Trains.

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SAFe – Tools & Processes
IT Transformation
After consultation, at least one PI

We support you in the implementation and optimization of agile processes and tools, using Jira, Confluence, Kanban and many more. 

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SAFe – System Architect
IT Transformation
After consultation, at least one PI

We optimize the architectural and technical leadership for your agile product development within the framework of the Scaled Agile Framework.

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SAFe – Release Train Engineer
IT Transformation
After consultation, at least one PI

We ensure the coordination and alignment of an Agile Release Train in accordance with the Scaled Agile Framework (SAFe).

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SAFe – Product Management
IT Transformation
After consultation, at least one PI

We drive your agile product development within the framework of the Scaled Agile Framework (SAFe).

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SAFe Quick Check
IT Transformation
After consultation, at least one PI

Our Quick Check offers a quick assessment of your readiness for the introduction of the Scaled Agile Framework (SAFe).

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SAFe – Road to First PI Planning
IT Transformation
After consultation, at least one PI

We support you in the preparation and implementation of your first PI planning for an Agile Release Train (ART). 

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SAFe Basic Training
IT Transformation
1 Tag, onsite oder remote

Our basic training offers a sound introduction to the SAFe framework for your company. From the basics to practical implementation.

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Insights for banks and financial services

Contact for banks and financial services

Sebastian Befeld

Business Area Lead

Paderborn, Germany
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Dr. Michael Herbst

Partner, Business Area Team Lead

Cologne, Germany
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Julia Küker

Manager

Cologne, Germany
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