Financial Sector

Regulatory mechanisms, customers who are willing to switch easily, an increasing competitive pressure and an unsatisfying profit margin characterize the situation of the industry

concertare works to find an effective solution for retaining old customers and attracting new ones.

Previously completed projects (national and international):

• Test studies in retail, private clients and financial advising, home savings, borrowing, investment advice
• Optimisation of distribution channels
• Customer surveys
• Usability analysis
• Employee survey
• Benchmark studies for all relevant institutes in investment advice

Clients and projects (excerpt):

Commerzbank, Sparkassen, Sparda Banken, Volks- und Raiffeisenbanken