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
