Highlight
Successful together – our valantic Team.
Meet the people who bring passion and accountability to driving success at valantic.
Get to know us
From the idea to implementation
Development of a B2B customer platform in the banking sector
A B2B financial services provider needed to modernize and streamline its processes, focusing on digitalization and agility. From initial brainstorming to full implementation, valantic guided the client through the journey to a cutting-edge B2B customer platform.
Challenge
The client from the banking sector needed to modernize and digitalize its consulting portfolio and processes.
Consulting approach
valantic supported the client from brainstorming to implementation, providing market analyses, developing a digital consulting portal, and employing agile project management.
Client benefits and solution
This digital transformation enabled the client to achieve more efficient and transparent processes, enhancing the overall experience for customers.
The Challenge in Detail:
The consulting portfolio of a client in the banking sector was characterized by a lack of transparency and an inadequate database. Customer advisors were without the necessary tools and support for effective consulting. To address high error rates and inefficiencies, the processes needed to be digitalized.
Solution & Results in Detail:
We partnered with the client from brainstorming to implementation, driving numerous initiatives to achieve their digital transformation goals:
- market analysis, trend study, idea generation, and technology partnerships
- successful launch of a newly developed digital consulting portal
- strategic project support and agile project management using Scrum
- strengthening of the portfolio of pension services through increased transparency and modern, digital consulting approaches
Your Contact
Johannes Eckart
Managing Director
valantic