Case Studies Digital Transformation, Financial Services

Development of a B2B customer platform in the banking sector - from idea to implementation

Initial situation and problem

  • Lack of transparency and data basis in the pension consulting portfolio of a financial service provider
  • Lack of tools and advisory support for client advisors
  • The little digitalized process and leads to high error rates, long process cycle times and inefficiencies

mm1 approach and solution

  • Market analysis, trend study, idea generation and technology partnering.
  • Strategic project support and Agile project management (according to Scrum).
  • Successful introduction of a newly developed digital consulting portal.
  • Strengthening of the offered pension services through higher transparency and contemporary digital consulting approaches.

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