Banking and Financial Services

Stricter laws on monitoring and control, rising cost pressure, and increasing customer demands are just a few of the many challenges banks and financial services are currently facing. In order to make the necessary structural adjustments, we support you in cooperation with Insignion, a management consultancy focused on measurable results and implementation.

Our consulting focus in the banking and financial services sector lies in strategic and implementation-oriented management consulting, especially in larger transformation projects in which we accompany our clients as an interface between business and IT. The consulting and support services cover the entire lifecycle, from portfolio, program and project planning to the active control of implementation – also with specially developed methods and enablers for multiprogram and multiproject management.

Our strength lies in acting as an interface between the specialist area and the IT organization as well as acting as a link between senior management, program managers and project teams. In doing so, we always focus on optimized, professional and efficient structures and take on active implementation responsibility. In addition, we offer classic strategy and management consulting, consulting in the field of Finance & Controlling as well as consulting and training in risk management.


Your contact person:


André Köhler | Managing Director


+49 (0) 69 66 88 521
Write an e-mail


„Through the cooperation with Insignion kocombined with my personal experience background, we offer our customers in the financial industry the necessary know-how and do-how.“


André Köhler | Managing Director


Service portfolio

  • Business mergers and acquisitions
  • Post-merger management
  • Strategy development
  • Distribution channel design
  • Pricing strategies / concepts, pricing models and pricing tools
  • Complex price adjustment logics
  • Process optimization (IT, technology, customer contact)
  • Project / portfolio management
  • Implementation control / Controlling
  • Finance
  • Risk Management
  • Test concepts
  • Requirements management
  • Migration / interface concepts
  • Introduction of IT systems


Tool support and development

At a German universal bank, we managed and developed a tool for project and portfolio management.

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Optimization of project portfolio management

In order to make the project portfolio management of a financial service provider more efficient, we optimized processes and supported them with the help of individualized software.

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Pricing for service contracts

We have developed a pricing strategy for service contracts for an automotive manufacturer and implemented them in a manageable pricing tool.

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