Industry solutions for the financial sector

Digitalization and innovation for FSI companies.

Financial Services & Insurance (FSI) Company

Inspire your customers with the Microsoft portfolio for financial service providers and benefit from our industry experience.

Financial service providers, insurance companies, auditors, real estate investors – the FSI companies are in a state of flux and focus on customer needs. Together we will discuss how you can make the most of the opportunities offered by digitalization to create new customer experiences and continue to delight your customers.

Now consulting for your FSI company.Now consulting for your FSI company.

What we offer


Project experience with FSI companies
Holistic solutions
Search-based Apps
New FSI business models with AI
Highest confidentiality and security (regulations)
Exchange among FSI customers

Your customer in the spotlight

Thanks to our CRM solutions for FSI companies, you put your customers at the centre of your business. Win customers and inspire them sustainably.

Sales process
Boost your sale of FSI services

Marketing Automation
Address and win targeted customers

KYC / Onboarding Process
“Know your customer”

Sensitive customer data
Data stored securely in accordance with regulations

CRM integration in core banking systems and trading platforms

Analysis and knowledge about customers

Dynamics 365 for FSI companies

Benefit from our project experience of over 95,000 hours with FSI customers. Gain new leads on the basis of Dynamics 365. Reach your target group, supported by marketing automation. Understand your customers holistically.

More about our CRM solutions.More about our CRM solutions.

Digital workplace for FSI companies

The way your clients expect information and where your client advisors work is changing. In the networked future, always be where your financial or insurance customers expect you to be.

Intranet for financial service providers
Distribute the latest financial and company news

Documents for consulting and research
Find documents quickly using search

FSI Instruction Management
Distribute and manage instructions in a targeted manner

Secure access via mobile
Client advisors can work independently of location and yet work securely

Work more efficiently in teams

FSI Contract Management
Legally compliant storage and archiving of contracts

Digital workplace for FSI companies

Our Digital Workplace brings you as an FSI service provider even closer to your customers. Stay informed, find your consulting documents quickly, work securely on the move and increase the efficiency of your cooperation internally and with clients.

More about the digital workplace.More about the digital workplace.

Some successes from the financial sector

Mobiliar – Central media management

SGKB – Instruction management

Spectrum Value Management