Financial service providers & insurances

Data solutions for financial service providers & insurance companies

We help banks, financial service providers and insurance companies to use their data as a real competitive advantage. Our solutions ensure reliable reporting, automated processes and data-based decisions. And thus for noticeable cost reductions, risk minimization and more agility in the market.

Find out what's in your data

Turn your data into a strategic advantage

Banks and insurance companies are facing unprecedented challenges. Regulatory and ESG requirements are constantly increasing. Customers expect real-time services and maximum data security. At the same time, fragmented legacy systems and manual processes are jeopardizing competitiveness. A lack of transparency in data flows increases the risk of compliance breaches and makes it difficult to make informed management decisions in real time. Those who seize the opportunity now and make targeted use of their data not only strengthen compliance, but also secure margins and profitability in the long term.

We help you to merge data silo-free, automate it and make it usable. For you, your team and the entire company.

With a sound understanding of the industry, we analyze your data landscape, create stable processes and make information available where it is needed. So that you can use the full potential of your data.

We unlock the potential of your data

Our established solutions for financial service providers & insurance companies

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Our customers were concerned with these questions
  • Which data initiatives have the greatest economic impact - from cost reduction and risk management to new business models?
  • How do we design agile data governance that meets data protection, risk management and regulatory reporting requirements (e.g. GDPR, BCBS 239, MiFID II, Solvency II)?
  • How do we avoid data silos and create a uniform understanding across departments and systems?
How we support your finance or insurance company
  • Development of a holistic data strategy with a top-down and bottom-up approach that combines efficiency gains and regulatory security
  • Establishment of use case roadmaps incl. prioritization according to business impact & compliance relevance
  • Implementation of data thinking workshops and maturity assessments
  • Development of role & authorization models for data ownership & governance
Success stories

We have developed a central data strategy for RheinEnergie that is interlinked with corporate and divisional strategies. The strategy promotes a decentralized data culture and strengthens self-service and governance - as the basis for scalable, future-proof data usage.

Our customers were concerned with these questions

Typical questions

  • Which data-driven use cases contribute to our goals?
  • How do we anchor data governance in unbundling requirements?
  • What roles and responsibilities do we need?
  • How do we integrate data from portfolio management or core banking systems, claims or risk management and CRM/DMS centrally and securely?
  • Which architecture fulfills data protection, auditability and future-proofing requirements at the same time?
  • How can regulatory data be automatically prepared for reporting and auditing?
How we support your finance or insurance company
  • Development of scalable, cloud-based data platforms
  • Development of robust data pipelines for regulatory reporting and customer data integration
  • Implementation of automated monitoring and logging to shorten inspection processes and make risks visible at an early stage
Success stories

For evm (Energieversorgung Mittelrein), we have merged and harmonized data from historically grown systems and enriched it with external data. The modular data modeling approach enables future extensions, and the modern lakehouse structure forms a stable basis for AI initiatives.

Our customers were concerned with these questions

Typical questions

  • Which data-driven use cases contribute to our goals?
  • How do we anchor data governance in unbundling requirements?
  • What roles and responsibilities do we need?
  • How do we automate reporting processes to free up resources in controlling?
  • How do we recognize risks or cases of fraud before they cause high costs?
  • How do we increase customer satisfaction through personalized, data-driven services?
  • How do we support our specialist departments with self-service analytics and role-based access?
How we support your finance or insurance company
  • Development of interactive dashboards
  • Implementation of advanced analytics use cases (churn prediction, fraud detection, ESG monitoring)
  • Development of self-service BI that empowers teams and reduces external consulting costs, including a training concept
  • Automated reporting that saves time and increases the accuracy of regulatory reports
Success stories

We laid the central foundation for data-driven analyses for RheinEnergie. Data thinking workshops and structured use case development created a clear roadmap for BI applications and self-service analytics. For evm, we created a 360° customer view by setting up a customer data platform.

How we have already successfully supported other financial service providers & insurance companies

By cleverly linking data, we have not only optimized our internal processes, but also broken down data silos, giving us a decisive competitive advantage.
Vanessa Kremer
Chapter Lead Data & Analytics / Aachener Grundvermögen

Modern data architecture

Together with Aachener Grundvermögen, we have established a modern, data-based infrastructure that supports the efficient handling of large volumes of real estate data. The use of the data vault approach ensures high data quality. At the same time, a flexible architecture is created that enables both the connection of various source systems and future expansions without any problems.

More efficiency, less effort - made measurable

>1 million

Linked data points

90%

fewer manual reports

1

Single source of truth

Energy & Telecommunications

Our solutions for grid suppliers

Transparency about network investments & maintenance measures

We provide an overview of investment planning and maintenance - from medium voltage to local grid level. With comprehensible data and visualizations for technology, controlling and regulatory reporting.

Ensuring grid stability through intelligent processes

We support the implementation of legal requirements such as Redispatch 2.0 - with sophisticated data processes that reliably link generation, grid operation and planning.

Integration of geodata & spatial reference in BI landscapes

We integrate geodata into existing BI systems - e.g. for network expansion planning, capacity estimation or location decisions. In this way, spatial reference becomes an integral part of data-based decisions.

Reliable automation of market communication

We make market processes such as supplier changes, MaKo2024 or format changes robust and maintainable - through clean data structures, automated test tracks and clearly defined workflows.

Data-based control of grid connections

We help to structure and accelerate data-based grid connection processes for PV systems, charging infrastructure or heat pumps - with automated preliminary checks, bottleneck checks and transparent monitoring.

Cross-project reporting governance

We help you set up a consistent reporting landscape across projects and specialist departments - with coordinated key figures, clear processes and sustainable data maintenance.

What business intelligence can achieve - if it is thought through correctly.

Self-service

Access data without having to wait for anyone. With predefined logics and easy-to-understand dashboards.

Relevance

Reports are used - not just built. Because they are relevant, understandable and well placed.

Uniformity

If everyone works with the same definitions, reports become comparable - and decisions clearer.

Transparency

Where does the number come from? Why is it like that? Well-implemented BI makes processes comprehensible - both technically and in terms of content.
Finances & Insurances

Our solutions for financial service providers and insurance companies

Systematic improvement of data quality

We identify weaknesses in your data processes - e.g. in master data, booking chains or KPIs - and establish routines for quality, consistency and documentation. This ensures that your reporting remains reliable.

Development of a central data platform

We support you in setting up central data platforms that reliably combine transaction data, customer data and regulatory information - as the basis for clear reports, uniform KPIs and efficient processes.

Modern connection of legacy systems

We create interfaces, migrate ETL processes or build new platforms - without jeopardizing your day-to-day business. /

Existing core systems do not need to be replaced. We connect them to modern data platforms - via clean interfaces, stable data pipelines and without any risk to ongoing operations.

Automation of manually checked processes

Whether reporting, month-end closing or contract management - we help to replace manual checking and approval steps with structured, data-based processes.

Integration and use of sustainability data

We help to consolidate and qualify ESG-relevant data sources and make them available for standardized reports. / We integrate distributed ESG data sources, build uniform data models and enable standardized ESG reporting. This creates a reliable database for EU taxonomy, CSRD & Co. - traceable, verifiable and available at any time.

Cross-project reporting governance

Without clear rules, responsibilities and processes, data work becomes inefficient and risky. We help you to establish data governance that is really put into practice./

We help you to establish responsibilities, standards and processes in such a way that data is not only usable - but also reliable.

Fraud detection and prevention

With the help of real-time data analysis, we help you to identify fraudulent activity at an early stage and reduce losses from unauthorized claims.

Financial service providers & insurances
Making data effective - step by step

From strategy to self-service: this is how we support financial service providers and insurance companies on their data journey.

Define status quo & use cases

We work out a target picture, prioritize use cases and develop a roadmap tailored to your strategic goals.

Modernize infrastructure

We create the basis with a scalable, secure and maintainable data platform.

Automate processes

Data pipelines, reporting routes and quality assurance are automated - for stability, efficiency and compliance.

Empowering teams

We make your departments fit for data - with targeted enablement in Power BI, Tableau & Co. so that you can work independently in the long term.

Scaling

Together we look at the impact, close gaps and create structures for sustainable success.

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