FINANCE AND INSURANCE INDUSTRY

Key to success: industry expertise, serious and friendly communication.

Customer care solutions for the finance and insurance industry.

Proven business models are increasingly being called into question. Digitalization is creating new market players with innovative sales and advisory concepts and leading to massive branch closures at existing banks and savings banks. Fintech companies are positioning new business and service models, while payment service providers and online banks are changing traditional processes and behaviors. Traditional sources of income are no longer a guarantee of earnings. And increasing documentation obligations and sales requirements are resulting in cost-intensive additional work.

By taking over services, we ensure greater efficiency and reduce your costs! For example, we support special sales campaigns or relieve you of back-office tasks, such as inventory management. We know that serious and friendly communication is crucial to success, especially when it comes to the critical topic of finance.

In accordance with the IDD directive on insurance sales, we would like to point out at this point that our employees do not act in an advisory or sales capacity for insurance companies.

Our core competencies include 1st level services, back office management, retailer and consumer card support and mobile payments.

Our expertise for insurance companies and banks:

  • Consulting and development of measures for customer acquisition and portfolio management
  • Retention management to prevent redundancies or partial departures
  • Customer loyalty measures
  • Customer value management to increase the long-term earnings potential of your existing customers
  • Receivables management