Business Innovation and Transformation for the Financial Industry

Strategic partner and make-it-happen manager for banks, insurance companies, and finance-related software and service providers

Strategy Design and Implementation

Strategy Design and Implementation

Translation of corporate strategies into implementable target vision and transfer into operational and technical subject matter, as well as steerable implementation.

Program and Project Management

Program and Project Management

Planning and steering of complex IT and digitalization programs.

Transformation Management

Transformation Management

Advisory, conceptual, or steering support for transformation and change processes.

Agentic Banking

Agentic Banking

Alignment of retail and wholesale banking with customers’ future advisory and investment behavior.

Omnichannel User Experience

Omnichannel User Experience

Design of consistent, cross-channel customer experiences along the entire customer lifecycle.

User Centricity

User Centricity

Establishment of teams and organizations consistently focused on the user, in strategy work, adaptation, and implementation.

Operational Excellence

Operational Excellence

Optimization and harmonization of business processes, cross-team collaboration, training standards – for lower costs, speed of action, and employee enthusiasm.

Data Governance

Data Governance

Functional analysis and design of solutions for centralized, consistent, and future-proof management of master data.

Regulation and Compliance

Regulation and Compliance

Advisory and implementation management for regulatory requirements, governance models, and compliance topics, with a focus on the EU and the USA.

In-/Outsourcing

In-/Outsourcing

Design and implementation of insourcing and outsourcing projects.

Outcarving

Outcarving

Identification and implementation of outcarving and merger potential, especially also for smaller banks.

Products, processes, data structures, and regulation are particularly complex in the financial sector. This offers especially many opportunities – but also necessities – to use digitalization and AI to secure and expand competitiveness. AI will become a fundamental game changer for user behavior and operations. We help the industry identify the right potential and objectives and implement them quickly and successfully.

Contact

Cliff Pfefferkorn
Partner & Managing Director

info@estrategy-consulting.de
+49 (0)30 978 936 00

Selected references and project partners