Expertise in the Financial Industry
We have many years of experience in managing and implementing projects for banks as well as insurance companies. We support our customers by combining functional and methodological expertise.
Banks
Our customers are:
Universal Banks
Private Banks
Asset Manager
Private Equity Companies
Insurances
Our customers are:
Health Insurer
Life Insurers
Non-Life Insurers
We offer this expertise
You benefit from experienced and conceptually strong consultants who develop solutions to strengthen your company on the market in the long term.
Our Services - Your Benefits
Customer Lifecycle Management (CLM)
From CRM to CLM – today’s customers want to be accompanied throughout the whole journey. A crucial element of this Customer Lifecycle is the onboarding experience of new customers. By improving your CLM you are set for better process efficiency, a more successful prospecting process and an altogether more exciting customer experience.
Investment Suitability
Pre-trade investment suitability checks are essential to determine whether a product is in line with the investment objectives, risk requirements, as well as with the knowledge and experience of a client. A structured approach will help in achieving regulatory compliance while maximising efficiency.
