Financial Institutions
How can we help you?
We offer comprehensive services for Financial Institutions
in collaboration with our co-operation partners and experienced specialists.
With our expertise, we can solve a wide range of business challenges for you.
Market & sales strategy
- Development and optimisation of sales strategies for financial products
B2B sales, cooperation with intermediaries, target group analyses (SMEs, start-ups, self-employed persons) - Establishment of cooperation networks
e.g. cooperation with tax advisors, management consultants, software providers or FinTechs - Market entry strategies for new products or target markets
e.g. SME factoring, digital leasing solutions, sustainable investments
Product development & innovation
- Consulting on the development of new financing and investment products
e.g. structured financing, hybrid products, ESG-compliant solutions - Design of digital consulting services or self-service solutions
e.g. financing configurators, digital application processes
Financial analysis & risk assessment
- Analysis of company balance sheets, credit ratings and cash flows
Support with credit checks, portfolio checks, factoring suitability checks - Evaluation of investment and financing projects
e.g. for investments, funds, M&A or structured financing
Process consulting & digitalisation
- Optimisation of internal processes (lending, risk assessment, contract management)
- Consulting on digital tools and automation options
e.g. introduction of CRM systems, AI-supported creditworthiness assessment - Interface consulting between specialist departments and IT
Interim and project management
- Interim project management for strategic finance or digitalisation projects
- Support for product rollouts or sales campaigns
- External support for special projects (e.g. market research, introduction of new business areas)
Other special topics
- Development of training concepts for sales staff in the financial sector
- Preparation of market and competition analyses
- Business sparring for new business areas or innovation teams
Help & Support
We support you in overcoming any challenges you may encounter. In addition, we offer comprehensive project and interim management services. Our collaboration with other partners and our extensive international network contacts ensure that we can provide you with the support and assistance you need.
Would you like to start a project with us?
Whether you are starting a business in Germany or looking to expand an existing one, we will support you every step of the way. We’ll help you navigate the complexities and seize the opportunities, from market entry strategies to organisational, marketing, sales and financial support.