Finanzdienstleister
& Versicherungen

  • 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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WE ARE

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

WE WILL

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

WE DELIVER

  • personal integrity
  • Customized and feasible solutions
  • Meeting at eye level
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Finanzdienstleister & Versicherungen

Sowohl im Bereich Finanzdienstleistung als auch in der Versicherungsbranche bieten neue Technologien den Unternehmen große Chancen zur Kostensenkung einerseits und zur Steigerung der Effizienz andererseits. Mit Trainings und Workshops, Unterstützung bei Dokumentenmanagement, Fusionsvorbereitung und Prozessoptimierung sowie vielen weiteren Beratungsangeboten sorgen wir dafür, dass Unternehmen von der Digitalisierung profitieren und allgemein ihre Effizienz steigern können.

Leistungen Finanzdienstleister und Versicherungen

  • Business Continuity Management ISO 22301
  • BSI Grundschutz
  • ISO 27001
  • BIT, VAIT, KAIT | IT-Sicherheit in der Finanzwirtschaft
  • Internes Kontrollsystem und Risikomanagement
  • Payment Card Industry / Data Security Standard | PCI/DSS
  • Fusionsvorbereitung
  • Prozesskosten- und Personalbedarfsrechnung
  • Geschäftsprozessoptimierung
  • ARIS-Einführung
  • Dokumentenmanagement
  • Qualitätsmanagement
  • Kampagnenmanagement
  • 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.

Expertise

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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Experts Institut – Your strong partner

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5 reasons for

Your request

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  • Compliance and regulatory security

  • Increased efficiency: quality, sales, costs

  • "State of the art" solutions

  • So that you are always one step ahead, we think strategically for you (first-mover advantage)

  • We take responsibility for decisions and results

Our motto

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

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

Christian
Reinfelder

CEO
<center>Wolfgang<br />Rudloff</center>

Wolfgang
Rudloff

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

Dietmar
Gross

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

Jessica
Siefert

CEO

Neustadt

Experts Institut Beratungs GmbH
Kirchwiesenstrasse 5

D-67434 Neustadt a. d. Weinstraße

Phone: +49 (0)6321 969210
E-mail: info@expertsinstitut.de

Fax: +49 (0)6321 9692199

Bamberg

Experts Institut Beratungs GmbH
Untere Sandstraße 53

D-96047 Bamberg

Phone: +49 (0)951 51939330
E-mail: info@expertsinstitut.de

Freiburg

Experts Institut Beratungs GmbH
Habsburgerstrasse 101a

D-79104 Freiburg im Breisgau

Phone: +49 (0)6321 9692120
E-mail: info@expertsinstitut.de

St. Gilgen (Austria)

Experts Institut Beratungs GmbH
Helenenstrasse 16

A-5340 St. Gilgen, Austria

Tel.: +43 (0)6227 21068
E-mail: info@expertsinstitut.de

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