Finance in Transformation

The financial sector is at the heart of the economy, and corporate finance is the foundation for innovation and change. At the same time, the industry itself is undergoing profound change. In addition to the challenges of digitalization, regulatory innovations such as climate taxonomy are forcing a holistic rethink, also in terms of sustainability.

For many years, we have been helping leading companies in the financial sector to position themselves for the future. As experts in digital transformation and agile methods, we show you how to focus on customer benefits in the context of increasing regulation and find individual solutions for your industry.

Digitalization

Trust in Scrum

Digital transformation remains one of the biggest challenges in the financial industry. Future-oriented technologies such as cloud computing, blockchain and artificial intelligence are promising, but require a distinctive digital infrastructure. With agile methods and cross-functional teams, you rely on proven success factors to identify digital trends and implement them in the long term. Modernized (organizational) systems and automated processes help you launch into a goal-oriented future with your customers at the center. Let’s walk your digital transformation path together!

Sustainable Finance

We Provoke Future Decisions

Financial institutions have one of the strongest levers and thus a responsibility to address climate change. The European Union now provides a firm framework to steer capital flows in more sustainable directions. Key undertakings include the EU Taxonomy and the ECB Guide on Climate and Environmental Risks. In the face of increasing regulation, new technologies and demographic change, it is often necessary to rethink holistically and transform the business model. This is a complex task for the entire financial industry that requires agility.

Agile Audit

Agility as a Success Factor Driving the Future

Meeting dynamic and increasingly regulatory requirements with rigid audit cycles? That doesn’t fit. Internal audit needs to evolve its audit processes. Through agile working methods, it can become a supporting driver on the way to your corporate goal. In this way, risks can be anticipated more quickly and appropriate measures can be initiated. We support you with proven collaboration models to align internal and external auditing for the future and to ensure an effective exchange between audit and the business units to be audited. Learn more.

Our Consulting Offer

A successful transformation can only happen from an inner attitude. Agility must first take place in the mind before it can be reflected in the numbers. Our team knows from many years of experience with transformation processes and scaling solutions in major banks what is important and supports you hands-on in your project. Depending on your individual starting position, we start at three points: We work with you to develop a sustainable digitalization strategy, help you develop an agile understanding of leadership, and empower your teams to properly handle agile work methods and practices. Specifically, we are the first point of contact when it comes to sustainable finance, EU taxonomy and agile auditing.

Your projects never stay on schedule and fail to meet expectations? Our consultants provide hands-on support for your project and bring back the fun of working together to your teams. Do you recognize yourself in the topics mentioned above? Arrange a non-binding initial meeting now.

You have already experimented with agile methods in projects and want to anchor this way of working in your organization? Let your company become a digital organization with its finger on the pulse: flexible, resilient and customer-focused. We know: There is no one-size-fits-all solution for transformations.

We design trainings as an experience and impart methodological competence for the agile novice as well as for the experienced agilist - even remotely! You can find an overview of our training portfolio here. Are you looking for a customized training or workshop? Then please contact us directly!

Your projects never stay on schedule and fail to meet expectations? Our consultants provide hands-on support for your project and bring back the fun of working together to your teams. Do you recognize yourself in the topics mentioned above? Arrange a non-binding initial meeting now.

You have already experimented with agile methods in projects and want to anchor this way of working in your organization? Let your company become a digital organization with its finger on the pulse: flexible, resilient and customer-focused. We know: There is no one-size-fits-all solution for transformations.

We design trainings as an experience and impart methodological competence for the agile novice as well as for the experienced agilist - even remotely! You can find an overview of our training portfolio here. Are you looking for a customized training or workshop? Then please contact us directly!

Publications

WHITEPAPER

For a company to become sustainably successful, it needs to both permit and encourage employees to think and act in an entrepreneurial manner. If everyone puts the same level of commitment into their business units as they would into their own company, they become intrapreneurs—intra-corporate entrepreneurs. This means that they make decisions autonomously, assume responsibility, take risks, and make plans for the future. As such, they sustainably transform the organization from within.

WHITEPAPER

The 2018 financial crisis as well as increasing pressure caused by digitalization and new types of financial services have forced banks to revisit their strategies and business models. This is why, over the past few years, many institutes have started comprehensive agile transformation programs — in parallel and/or as an addition to their digitalization initiatives. These transformations have already reached an advanced stage and, judging by their business reports, paid off. However, the wave of agility in the banking sector has not yet reached its peak. This whitepaper will provide information on trends and current developments in the field of agile banking.

WHITEPAPER

Digitisation has now gained ground in even the most conservative sectors. Today, the question is no longer whether there will be changes, but what the scope of these changes will be. Anyone wishing to be among the winners of digitisation must act – but how best to deal with it?

WHITEPAPER

Today, turning a company into an agile organization is a stated goal at many upper management levels. There is not, however, a single correct way to achieve this goal. The “why” for an agile transformation should first be clarified and then an appropriate strategy be designed. These strategies can be essentially summarized into three approaches: Lighthouse project, spin-off and radical transformation. In this whitepaper, you will learn what is involved with each approach and the advantages and disadvantages of each.

CASE STUDY

There is a substantial difference between building a school and building a smart city: the latter is much more complex. This translates into more stakeholders, more project participants, and more interfaces. Today, KfW Development Bank relies on agile ways of working to master such increasing complexity in international development cooperation.

CASE STUDY

With the appropriate tools, anyone can stream a webinar from their living room to the web today. But Erste Bank has other requirements: employees should be offered the highest quality content and technology in webinars for internal training. This is no problem for the webinar team, which works in an agile manner.

Our References in the Financial Industry

One of the largest banks in Germany

Project: Introduction of chapters and impediment training

IT service provider for the Volksbanken and Raiffeisenbanken

Project: Design and development of a customized portfolio management approach

One of the largest investment companies in Germany

Project: Scaling and process optimization

KfW – Development Bank

Project: Design and development of a new cross-departmental collaboration model

We are here to answer your questions:

Ssonja Peter

Executive Consultant

Lucia Stiglmaier

Senior Management Consultant