Financial Services

Do you want to use technology to build more secure relationships, and enrich customer experiences? Unburden your workforce and digitize compliance processes. It’s time.

Use data to build relationships 

Financial matters are all about trust. As a bank, insurance сompany, mortgage lender, or any other financial service provider, you really need to know your customer. Let them see they can rely on you. We can help you with that.  

Secure and compliant 

Migrate your data to our highly secured cloud to create a 360-degree view of the entire chain. Updated in real-time. We can help you add even more value to your client relationships by helping you with regulatory processes, like Know Your Customer compliance. 

Technology that works for people 

Laws and regulations put a heavy burden on the financial industry. For example, carrying out Customer Due Diligence can be time-consuming. You want fast screening before onboarding new customers. But you also want to show your customers you understand their needs and that they can rely on you.

Flexible platform

Our flexible Microsoft-based platform helps you unburden your workforce by digitizing manual tasks. User-friendly tools help you communicate and collaborate with colleagues, partners, and customers. On top of that, implementation is easy. We’ve designed it as a flexible shell that integrates with your current systems. Pretty smart, right? 

“We have created a common overview of our customers across all of our different online and offline sales channels, so we can act quickly.” 

Kim Blandfort Christensen, Marketing Manager, AP Pension 

Always connected

Because the applications are cloud-based, your information stays accessible on mobile devices. You even get offline capabilities. This is all thanks to innovations like Azure Intelligence, Microsoft PowerApps, and Microsoft Flow.