[Translate to English:] Transformation im Finanz- und Versicherungswesen

Transformation in finance: Shaping digitalisation and innovation

Rising levels of interest rates are having an impact on the profitability of banks and insurance companies. The uncertain economic situation is forcing high provisions to be made. Increasing extreme weather events due to climate change are raising the risk for insurance companies. Digitalisation and high regulatory requirements demand considerable investment in technology, compliance and cyber security. In short: change projects and transformations are a necessity in the industry.

Transformation in the financial and insurance sectors

Regardless of whether the aim is to strengthen cyber security, optimise customer experiences through digital offerings, support processes with the help of AI or meet regulatory requirements, for example in the area of sustainability: Digital solutions offer tremendous potential for the finance and insurance sectors. This requires suitable solutions as well as strategic and iterative approaches.

We help you successfully implement transformation projects and unlock the full potential of modern technologies for your organization.

Our services

Strategy-implementation

We help you translate your corporate strategy into actionable initiatives. In this, we build on many years of experience from various transformation projects.

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Project and transformation management

We use the entire spectrum of project management to ensure that your change project is successful and that you fulfil the market requirements in the finance and insurance industry.

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Portfolio management

Our experts work with you to develop a tailored approach for your portfolio management. This incorporates our experience from numerous implementations and advancements.

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Change management

As part of the necessary change processes, we also support you in the long-term anchoring of changes. We advise you on possible measures and assist with operational implementation.

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Sustainability management

With our expertise in ESG compliance and reporting, implementing applicable regulations, and embedding a sustainable corporate culture, we ensure the success of your sustainable transformation.

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IT strategy & IT organization

With IT modernization, migration to the cloud, and robust cyber security solutions, we help companies make their infrastructure, systems, and software future-proof and efficient.

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Cloud strategy

With our knowledge of technical possibilities and our focus on the needs of our customers in the financial and insurance sectors, we develop tailored cloud strategies that enable you to fully realize the potential of the cloud.

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AI + M365 Copilot Advisory

We bring AI and Copilot into valuable use in your company, whether in process management, customer service, or automation.

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Business app development

We take a holistic approach to implementing business apps for your financial or insurance company – starting with requirement engineering and technical conception, through development and testing, to handover to operations.

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Project examples

Optimization of the digital work environment

The project aims to optimize the digital work environment of a large insurance company. The joint approach with the client includes piloting and agile development of a SharePoint Online intranet, as well as the introduction of onboarding communities with Viva Connections. Additionally, collaboration scenarios around Teams and Engage are being expanded.

Landesbank modernizes project and portfolio management

We have implemented a professional project and portfolio management program for one of the leading state banks in Germany to provide a clear overview of all projects and facilitate the planning of new projects. Through an agile approach and targeted change management, we have achieved sustainable results.

Strengthening software testing and release management

Following an inspection by the European Central Bank, our client, together with our consulting team, implemented a special program to address various weaknesses in the area of software testing and release management. By revising processes and regulations and using workarounds, our client was able to reduce uncertainties in the relevant departments and ensure compliance with requirements.

In good company: our clients

Helaba relies on Campana & Schott to simplify financing inquiries

Campana & Schott and a foreign trade financing department of Helaba worked together to design and implement a uniform sales and administration process. The solution is available to all employees in the department as a central portal.

Volkswagen Financial Services relies on Campana & Schott

For the introduction of the "New Way of Working," Volkswagen Financial Services relies on Microsoft 365. Campana & Schott supported the company in strategic planning, technical conception, and implementation to ensure the phases from piloting to the international rollout of Microsoft 365.

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Raiffeisen introduces modern project management

Raiffeisen Switzerland, a leading Swiss banking group, relies on Campana & Schott for the company-wide implementation of a new project portfolio and resource management system.

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