Financial Solutions

The technological possibilities of digitizing customer interaction are manifold and changing rapidly. We support you with our many years of technical expertise in all relevant areas: from defining your digitization strategy to the (co-)creation of the solution concept, to implementing and integrating the resulting software into your existing IT – as a joint project or with tailor-made services for your own projects.

Topics

Process Digitization

  • Client web self-service
  • Digital customer creation at the workplace / tablet
  • Guided processes across all departments
  • Process automation

Advisor Workbench

  • Advisor workstation
  • Advisory support
  • Integration with client web portal, CRM and business intelligence

CRM

  • Multichannel management
  • Customer evaluation, cross- and up-selling
  • Marketing automation
  • Analytics and business intelligence

Project Services

Banking Know-how

  • Sales & advisory processes
  • Client & product onboarding
  • Financing & real estate
  • Investment & exchange (CA, recon, clearing & settlement, etc.)
  • Pay & save
  • Provision & insurance
  • Client
  • Client channels
  • Enterprise management (legal reporting, compliance, etc.)

Project Roles

  • Project Manager
  • Project Management Office (PMO)
  • Business Process Manager (BPM)
  • Consultant
  • Business Analyst
  • Integration Engineer
  • Requirements Engineer
  • Test Manager
  • Test Engineer
  • Data Warehousing Expert

Product Know-how

  • Finnova
  • Avaloq
  • T24
  • Triple’A Plus
  • Axon Ivy
  • Swisscom eVoja
  • BSI CRM
  • Actico (Decision Rules)

Your Contacts

Andreas Weyand
Consulting and Solutions
Managing Partner
Email

Andrea Guler
Project Services
Member of the management
Email Xing
 

Management Team

Roland Marfurt
Vice Director
BSgroup Financial Solutions AG
Email Xing
 

Lucia Capaul
Vice Director
BSgroup Financial Solutions AG
Email Xing