We have comprehensive and deep expertise in the financial services industry that has been built over many years of experience. We are constantly endeavouring to improve our specialist knowledge and our methodologies. We publish on topics that are relevant to our clients on the basis of our thought leadership. Examples include market entry strategies and segmentation of sales channels and customers as well as today’s issues such as digital convergence. A selection of our actual press releases regarding the financial services industry as well as related to our company can be found here:

August 2020
Studie: Digitale Versicherer gehen gestärkt durch die Corona-Krise
July 2020
Studie: Deutliche Delle in der Prämienentwicklung durch COVID-19
February 2020
EY Innovalue wird Teil von EY-Parthenon
February 2020
Wachstumssegment Gewerbeversicherung weiterhin umkämpft
January 2020
Viel Luft nach oben bei neuen Geschäftsmodellen
September 2019
Online-Communitys in der Assekuranz
July 2019
„Und sie kann es doch“: Ausschließlichkeit hat Zukunftschancen
April 2019
Omnikanalstrategien stecken noch in den Kinderschuhen
March 2019
Deutsche Versicherer optimieren lieber, als neu zu denken

Twitter

21. August 2020
Banks operating models are working at a sprint, but a marathon lies ahead. What should #banks be thinking about as
28. July 2020
Prämieneinbruch, Bestandsabrieb – Die Assekuranz in schwierigem Fahrwasshttps://t.co/2nIUt7yWq8W#AssCompactachttps://t.co/wX2vah16Zqh16Zq
22. July 2020
Prognose von @EY_Parthenon FS: Die #Versicherer erholen sich frühestens in zwei Jahren vom#Coronaa-Schock. Vor allem i
20. July 2020
The #COVID19 pandemic and economic downturn has thrown off the original timing for divestment. How can insurers emb
09. June 2020
Die #Covid19-Pandemie wird ein Katalysator für Marktaustritte von Vermittlern sein und zu einem signifikanten Neuge
21. May 2020
What are the key implementation issues faced by general #insurance firms during this pandemic outbreak? Register an
04. May 2020
#payments Tencent buys stake in Aussie buy-now-pay-later outfit @Afterpay.com.au https://t.co/BX7KR84ak4
20. April 2020
#payments Google preps smart debit card https://t.co/eHpsaiX5he
16. April 2020
#payments @Stripe raises $600m to accelerate offline-to-online migrations https://t.co/EMk1tRycfG
08. April 2020
#payments Morgan Stanley leads $34 million round in Aus neobank 86 400 https://t.co/6JfKEMJfTA
06. April 2020
#payments #vc Open API platform @Yapily has raised $13 million in a Series A funding round led by Lakestar
03. April 2020
#payments Nordic challenger @Lunar scoops EUR20 million in new funding https://t.co/ssLpyx5mTZ
31. March 2020
#payments Coronavirus delays Visa interchange fee restructure https://t.co/B97BnWJuNd
27. March 2020
#payments Swedish Open Banking platform @Tink has acquired @Eurobits, a Madrid-based provider of account aggre
27. March 2020
#payments US startup @Plastiq Inc. that lets SMEs pay any bill by credit card, has raised $75m series D https://t.co/EJs4sGZBi2

Projects

Growth strategy for a medium-sized broker
A medium-sized broker with a focus on industrial business and a 150-year tradition is confronted with increasing competitiveness in the market and sinking margins in the core business...
Cost benchmarking in insurance sales
As part of the merger of several subsidiaries, efficiency and effectiveness were to be increased in the different sales channels within the sales/marketing department...
Business valuation of an online financial service provider
An online financial service provider experiencing dynamic growth was seeking to raise further capital to expand its business...
Stress test, regulation and options for action
A large foreign insurance company is pursuing the goal of positioning itself as a leading international specialist for life insurances and pension solutions in Germany...
Realignment of operational model
The current business climate in the insurance industry is putting pressure on the operational models of insurance companies, therefore they are faced with the challenge of aligning the internal processes to the new circumstances...
Market strategy for a top-5 insurance company
A globally operating top-5 insurance company offering life, composite and health insurance products through various sales channels, generates about 20% of the overall turnover through insurance agents and brokers...
Increasing bAV business
In a large regional database with more than 200 offices, the business field of company pensions is processed by both a GmbH (LLC) – for approaching corporate customers – as well as an in-house pensions department...

Publications

Wertorientierte Vertriebssteuerung
May 2017
Die Vertriebssteuerung vieler Versicherungs- unternehmen ist weiterhin auf das Neugeschäftsvolumen fokussiert.
„Revival“ des Angestellten­vertriebs?
July 2015
Die Rolle des Direktvertriebs innerhalb der Multikanal-­strategien von Versicherern
July 2015
2020 – das digitalisierte Makler- ­ unternehmen
May 2015
Das Marktumfeld in der deutschen Assekuranz hat sich durch eine Vielzahl externer Faktoren deutlich verschlechtert.
Wie viel Führung steckt eigentlich in "Führungskraft"?
February 2015
Seit der De­regulierung des Versicherungs­marktes befindet sich die Branche in einem Prozess ständiger Ver­änderung.
Know-how-Anforderungen steigen
September 2014
Wettbewerb und Internationali­sierungs­ten­denzen prägen die Industrie-­ und Ver­triebs­landschaft von 2020
Typen und Gestalt­ungs­parameter von Betriebs­modellen
June 2014
Bei Preis­druck am Markt ist ein kosten­effizientes Betriebs­modell Wett­bewerbs­faktor
Am seidenen Faden
May 2014
Auf den Ver­sicherungs­vertrieb in Deutschland wirkt derzeit eine Viel­zahl von Ver­änderungs­treibern ein
Apps für jeden Tag
March 2014
Regelmäßige Nutzungsanlässe verhelfen Versicherungs-Apps zur Konjunktur
Dringender Sanier­ungs­bedarf für un­pro­fi­tables Sach­geschäft
December 2013
Verträge sollten unter ver­schie­denen Be­tracht­ungs­ebenen identi­fiziert werden

Events