Financial service providers operate under intense pressure: new regulations, sensitive data, legacy systems, and rising expectations from customers and employees.
We help banks, insurance companies, and financial service providers to further develop existing software in a targeted manner, securely digitize processes, and modernize systems so that they truly ease the burden of day-to-day operations.
Employees have to switch back and forth between the core system, CRM, DMS, Excel, and email to fully process a customer case.
A central system for handling applications, policies, and claims was custom-developed years ago. Today, hardly anyone understands the logic behind it anymore.
New products, rates, or terms can only be implemented with considerable effort because the business rules are deeply embedded in the code or in legacy table structures.
Although documents, supporting evidence, and approvals are available in digital form, they are not properly linked to the relevant customer case, contract, or decision.
There is a lack of end-to-end traceability for audits or internal controls: Who checked, modified, approved, or overrode what?
Interfaces with external systems have evolved over time, are prone to errors, or are poorly documented. This makes every modification a risk.
References from the Insurance and Finance Sectors
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1.
Customer
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Industry/Context
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3.
What did soxes do?
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Technology
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AXA
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Number 1 in the Swiss insurance market
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AXA Business Shield, cloud-based preventive malware protection
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IoT, Cloud, UI/UX, White-Label
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Reichmuth & Co.
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Private Bank, Wealth Management
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Digital consulting tool for internal and external processes
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Web application, UX concept
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HypothekenZentrum AG
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Mortgage Management
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Modular application for core processes, migration of an older MS Access solution to SQL, plus ongoing maintenance and new modules
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SQL Server, .NET Core, .NET Framework
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Inrate AG
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Rating Agency: Sustainability (ESG)
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Access on MS SQL with an Angular front end plus a real-time customer portal
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MS SQL, Angular, APIs
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TTP Consulting AG
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Compliance, Risk Management,
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Enables secure cloud operations in Switzerland and significantly reduces the effort required for TTP.
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Cloud, Docker, MariaDB
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Raiffeisen Group
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Swiss banking group
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Market Data Pricing Tool
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Java
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1. Modernize specialized applications for applications and policies
Applications for applications, quotes, and policies often run on outdated technologies that are difficult to expand or thoroughly test. We gradually migrate Delphi, Access, VBA, legacy .NET, or PHP to modern, testable technology without operational risk.
2. Digitizing consulting and sales
Consulting processes often rely on paper and scattered documents. We build consulting tools that cover internal and external processes and eliminate paperwork from daily work.
3. Automating market data and pricing
Prices and market data are often maintained in Excel, making them error-prone and difficult to keep up to date. We replace such legacy Excel solutions with robust applications that collect, validate, and keep data current.
4. Simplifying reporting and compliance
Reports and regulatory documentation are often generated manually from multiple systems, which is time-consuming and prone to errors. We integrate core systems, CRM, and financial data providers to automate reports and compliance documentation.
5. Portals and self-service
We develop customer portals and web accounts that allow customers and partners to access data in real time.
6. Ensuring security and knowledge
We operate under ISO 27001 certification, maintain clear documentation, and transfer knowledge from individual minds into a structured framework.
Software issues in banks and insurance companies grow quietly. One more Excel spreadsheet, an interface with a workaround, a developer who’s about to leave. Eventually, operations or compliance are at stake.
An initial consultation assesses the situation: What is still manageable, where are the biggest risks, and what can provide quick relief. Clarity before things get critical. Learn more about how we work together here!
Understanding: We listen and examine processes, systems, and regulatory requirements.
Assess: Where are the risks, manual efforts, and areas needing modernization?
Prioritize: We decide together what to stabilize, improve, or renew first.
Implement: We develop, integrate, and modernize step by step, securely, and transparently.
Maintain: Upon request, we handle maintenance, support, and further development.
How much does it cost to modernize a specialized application in the finance or insurance sector?
When is custom software better than off-the-shelf software in banking?
How do you modernize a core banking system without causing any downtime?
How are data protection and compliance ensured in financial software?
What is a customer portal, and when does a bank or insurance company need one?
Is it safe to replace an Excel solution for pricing or market data?
We’ll take a look at your systems with you and give you an honest assessment of where you stand and where the greatest opportunities for efficiency improvements lie.
Direct number
+41 55 253 00 53
Sofia Steninger
Solution Sales Manager
We are ISO 27001 certified:
