From cost pressure to the efficiency revolution

Whether you are a manager in banking operations, responsible for customer experience or a customer advisor – you know the daily scenario: customer inquiries reach the bank today via a multitude of channels in an uncoordinated and simultaneous manner. Be it by email, via SecureMail, website forms, chat or the traditional telephone. But all too often these inquiries end up somewhere. In an overcrowded mailbox, in a confusing ticketing queue or on the desk of an employee who is actually responsible for completely different issues.
Do I really need AI?

A modern digitization project without AI – is that even conceivable or justifiable?
The answer is as sobering as it is liberating: YES!
Many current problems can still be solved effectively with classic process automation. While companies invest considerable resources in AI initiatives, the return on investment of which often takes years to materialize, proven automation approaches can deliver measurable results within months.
The key challenge lies not in the technology itself, but in the correct allocation: which approach addresses which problem most effectively? This article guides you through the strategic decision-making process and highlights the differences between classic process automation, intelligent process automation (IPA) and autonomous AI agents.
UBS Data Leak via Chain IQ: Third Party Risk & Supply Chain Security Lessons

Find out what the cyber attack on UBS and Chain IQ reveals about supply chain risks, third party security vulnerabilities and compliance in financial outsourcing. Strengthen your TPSRM strategy now.
Third Country Intercept: How secure is your data in the cloud?

What ostensibly appears to be a well-orchestrated cyber-attack on U.S. software supplier Collins Aerospace’s ubiquitously deployed product “Muse” for managing traveler baggage beginning on the evening of 19 September 2025 is not an isolated incident. Not only did this most recent attack affect multiple airports, i.e. Heathrow, Berlin, Brussels and Dublin. This attack is – more importantly – one in a string of offensive actions targeting European infrastructure and supply chains. To name just a few recent examples:
Process management: target achievement or “New Year effect”?

Process management: target achievement or “New Year effect”? PROCESS MANAGEMENT Anything is possible at the beginning of the year. New resolutions and goals are set, motivation is high and the year is still long. But how do you ensure that it is a target achievement and not a “New Year effect”? The “New Year effect” […]
Using artificial intelligence profitably thanks to an effective AI journey

Using artificial intelligence profitably thanks to an effective AI journey FOCUS TOPIC The growing importance of artificial intelligence (AI) in the financial sector opens up opportunities for companies to gain a competitive edge A successful AI journey requires comprehensive specialist expertise from various areas. We combine multi-disciplinary knowledge with over 25 years of consulting experience […]
Market analysis of video consulting for Swiss insurance companies

What is the status of video consulting at the 20 leading Swiss insurance companies? Market analysis There is always room for improvement in video consulting and the upstream and downstream processes. Nevertheless, pioneers can be identified among the insurers. In September and October 2023, we carried out a comprehensive market analysis of video consulting with […]
5 reasons for video consulting: multi-experience puzzle piece

5 reasons for video consulting: multi-experience puzzle piece FOCUS TOPIC The omni-channel approach in insurance and banking sales: video consulting as an important piece of the puzzle for a seamless multi-experience experience Nowadays, it is essential to provide a consistent and personalized customer experience across different sales and communication channels. An effective omni-channel concept allows […]
5 reasons for video consulting: Increasing the efficiency and quality of the consulting process

5 reasons for video consulting: increased efficiency and quality FOCUS TOPIC Benefit from an increase in efficiency and quality in sales thanks to video consulting! Discover the video consulting revolution! In this article, you will learn how companies can make their processes more efficient and optimize the advisory experience for their customers. 1. create an […]
5 reasons for video consulting: Competitive Edge

5 reasons pro video consulting: Competitive Edge FOCUS TOPIC Competitive advantage in the insurance industry through systematic optimization of video consulting skills Increase the trust of your customers and improve your closing rates in digital sales by professionalizing your video consulting skills. Find out what it takes in this article. The coronavirus pandemic has turned […]