Financial service provider
& insurances

  • Effective solution
  • Long-term change
  • Industry-specific
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Your advantages

as a partner of Experts Institut

  • Sustainable structures

    Master all challenges at any time using the structures we have introduced.

  • Optimized processes

    Your advantage: save costs, increase efficiency, boost competitiveness, and much more.

  • Benefit from opportunities

    Take advantage of the digital transformation, strategy adjustments due to external influences.

  • Utilize full competence

    Successfully solve all specific problems such as sustainability and information security.

Successfully establishing long-term and sustainable changes

We establish sustainable structures in your company that you can continue to use for your success even after the order has been completed.

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  • Uncomplicated and solution-oriented
  • Sustainable and empathetic
  • digital and agile
  • working where and for what we are needed


  • Building excellence and passing it on to our customers
  • Deliver high-level results
  • Achieving compliance and efficiency


  • personal integrity
  • Customized and feasible solutions
  • Meeting at eye level
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Financial service providers & insurances

In both the financial services and insurance sectors, new technologies offer companies great opportunities to reduce costs on the one hand and increase efficiency on the other. With training and workshops, support with document management, merger preparation and process optimization, as well as many other consulting services, we ensure that companies can benefit from digitalization and generally increase their efficiency.

Services of financial service providers and insurance companies

  • Business Continuity Management ISO 22301
  • BSI basic protection
  • ISO 27001
  • BIT, VAIT, KAIT | IT security in the financial sector
  • Internal control system and risk management
  • Payment Card Industry / Data Security Standard | PCI/DSS
  • Merger preparation
  • Activity-based costing and personnel requirements accounting
  • Business process optimization
  • ARIS introduction
  • Document management
  • Quality management
  • Campaign management
  • Trainings & Workshops

Our workflow

Kick off

Tell us about your specific request using our contact form and get to know us without obligation.

Determination of requirements

Your contact person will address your challenges and work with you to determine your requirements. This can be done online or on site.


Benefit from our experienced consultants who will provide you with comprehensive and successful support for your project.

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Customer testimonials

What our customers think about us

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Our motto

“We take responsibility and are there when we are needed”

<center>Christian<br/> Reinfelder</center>




<center>Dietmar <br/>Gross</center>


<center>Jessica <br/>Siefert</center>


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