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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

Digital ROI Check Premium​
Future Business
2-3 Months

Analyze digital products; determine the maturity level and derive capabilities, including location determination; define the individual roadmap.

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SE-ZERT® Level B
Systems Engineering Training
Approx. 3 months

Open SE training courses according to SE-ZERT® Level B. Hybrid format - split with on-site appointments and virtual modules including exam

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SE-ZERT® Level C
Systems Engineering Training
2-3 months

Open SE training courses according to SE-ZERT® Level C. Virtual training modules including intensive exam preparation.

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Green IT Kickstart Workshop
IT Transformation
1-Day Workshop

Social responsibility & government sustainability requirements are increasing the pressure on companies. Find out how you can meet them.

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Innovation Maturity Check Advanced
Future Business
1 Month

Together with you, we adapt the Maturity Check procedure to your focus topics and challenges.

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Cloud Assessment
Digital Services
2-3 Months

Covers the identification of strategic potential through cloud solutions for your company and a customized roadmap to get there.

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Cloud Kick Start Workshop
Digital Services
1 Day

An all-day workshop to introduce you to cloud computing and identify the initial potentials for your company.

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Digital Service Strategy & Digital Organization
Digital Services
1-9 Months

Covers the formulation of a clear digital service strategy and the development of a supporting product-centric target organization.

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AI Use Case Identification
Digital Services
2 Weeks

We support you in identifying the right use cases to integrate AI into your business model.

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Innovation Maturity Check Light
Future Business
1-2 Weeks

Analysis of the maturity level of your innovation management based on a standardized procedure.

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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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