The internet and the digital revolution are changing society and the economy at an unprecedented rate. This trend is also evident in the financial services sector. Insurers, credit card providers, B2B2C providers and other areas in the financial services sector have to follow the trends and make their offerings available in the digital channel. CREALOGIX offers the expertise required to prepare financial services providers for the digital channel and help them stand out from their competitors.
4 success factors to stand out in the marketplace.
Established providers of financial services face the strategic question of which innovations are genuinely promising and which path they wish to follow in the future in this sophisticated environment. We accompany our customers in your projects. You can see a few examples here.
As an established Business-to-Business-to-Consumer (B2B2C) provider, the Fondsdepot Bank is focussed on a range of product and customer groups. In this way Fondsdepot Bank offers specialised services from retail portfolio management via a central fund ordering for institutional investors through to business process outsourcing for banks, insurers and investment trusts.
With the establishment of a digital banking portal an important milestone in the Fondsdepot Bank digital strategy should be implemented. A connection for various clients through the same portal was especially expected.
The Digital Banking solution provides the foundation for the end-customer/broker portal. With its modular design the focus was on the online/brokerage solution. Then the connection to existing third-party systems and the core banking system from DIAMOS was implemented.
In future all Fondsdepot Bank customer management or advice, as well as that for partner companies, will be carried out via the portal. As a result, agents in the call centre find it even easier to advise customers. They can start the online banking/brokerage display for the customer with a special privilege and can go through all of the transactions online together with the customer.