Financial Solutions

Advisory support, customer portals, online mortgages, robo-advisors – the technological possibilities of digitizing customer interaction are manifold and changing rapidly. We support you with our many years of technical and innovation 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 (Selection)

BSgroup Innovation Suite

  • Innovation Studio
    Developing and testing ideas and products
  • Innovation Sprint
    Customer-centric design and testing of your (software) solutions
  • Innovation Kickstart
    Individual innovation processes and adequate methods for your company

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

Process Digitization

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

Business Intelligence

  • KPIs
  • Solution architectures
  • Information & UX design
  • Parameterization and development
  • Design and implementation of DWH
  • Integration and interface implementation

Digital Client Interaction

  • Client web portals and self-service
  • Advisory support (e.g., tablets)
  • Digital solutions for branch offices
  • Optimization of Customer Journeys
  • Customer Experience Design

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
  • Adcubum SYRIUS
  • Triple’A Plus
  • Axon Ivy
  • Swisscom eVoja
  • BSI CRM
  • Actico (Decision Rules)
  • Microsoft Power BI
  • Qlik
  • Tableau
  • Squirro

Design Know-how

  • Design Thinking
  • Human-centered Design
  • Customer & User Experience Design
  • Information Design
  • Interaction Design
  • Visual Design

Analytics Know-how

  • Data Analytics
  • Data Warehousing
  • Reporting
  • ETL

Your Contacts

Marc Linder

Consulting and Solutions

Member of the management

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Andrea Guler

Project Services

Member of the management

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Management Team

Heinz Büchi

Vice Director

BSgroup Financial Solutions AG

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Lucia Capaul

Vice Director

BSgroup Financial Solutions AG

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Christian Kaufmann

Head Product Integration

BSgroup Financial Solutions AG

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Roland Marfurt

Vice Director

BSgroup Financial Solutions AG

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Dr. Philipp Matter

Head Consulting

BSgroup Financial Solutions AG

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