Insurance & Financial Services

Process integration in financial sales

Now more than ever modern information technology plays a key role in banks, building societies, insurance companies and financial service providers . The reasons are complex:

• increasingly complex product ranges
• noticeable reluctance among customers
• increasing legal requirements for information and documentation 
• increasing cost pressure

e.stradis consultants bring innovative ideas and experience from many projects on all aspects of personal financial advice to your projects:

• Consulting modules and product choices for all sectors and product types
  • Care, pension scheme, KV, SHU, Cars
  • Investment, savings and finance
• MiFID and VVG-compliant application and documentation 
• BiPRO standards and interfaces
• Risk assessment
• Product databases and management systems 

Detailed information on our major focus points in financial services can be found here: