These customers trust us
The challenges in finance
Banks, insurance companies and trustees are under increasing pressure to digitise. Customers expect fast, transparent services, while regulations, legacy systems and a lack of interfaces are hampering efficiency.
In projects with Globalance Bank and Cognito Treuhand, we have demonstrated how no-code creates structured and data-secure workflows that simplify processes and reduce the workload on teams.
Globalance Bank AG
With monday.com work management, Globalance Bank is revolutionising its regulatory controls in day-to-day banking with centralised, transparent and efficient workflows.
Our services in finance
Central project management & client administration
We structure projects, mandates and tasks in such a way that status, deadlines and responsibilities are transparent for all stakeholders and cooperation functions optimally.
Automated approvals & compliance workflows
Standardprozesse wie Anträge oder Risikoprüfungen lassen sich digital abbilden, mit automatisiert generierten Protokollen und klaren Rollenzuweisungen für rechtssichere Abläufe.
Structured customer files & CRM processes
All relevant information is bundled together for each customer. This provides a 360° view with added value in dialogue and controlling.
Systemintegration in moderne Workflows
Existing tools such as Outlook, SAP, or SharePoint are linked via Make. This ensures seamless processes between front and back office.
Dashboards for informed decisions
We visualise KPIs such as progress, capacity utilisation and contribution margin so that managers can make decisions in real time.
Audit-proof document management
Contracts, test reports and protocols are versioned, searchable and stored with access control, making them traceable and auditable.
Benefits for our customers
Stronger governance with greater efficiency
With no-code, we create structured, traceable processes that comply with internal guidelines, audit requirements and regulatory specifications.
Less tool and data chaos
Through the targeted linking of CRM, ERP and compliance systems, we ensure continuous information flows and a consistent database.
Greater transparency and better decision-making bases
Thanks to visually appealing dashboards, management, compliance and team leaders have access to relevant KPIs, progress and risks at all times.
Relief for skilled workers performing repetitive tasks
Whether document management, internal applications or approvals, automated processes significantly reduce the time required and create space for high-quality, consultation-intensive tasks.
FAQ
Are you still unsure whether a no-code solution is the right choice for your business? Here we answer some of your possible questions:
How secure are no-code solutions in the financial environment?
Our solutions focus on data protection, access control and logging. We rely on platforms with high security standards and support customers in ensuring proper documentation and compliance implementation.
Which processes are particularly well suited to no-code digitalisation?
Typical areas of application include mandate management, risk assessments, customer applications, internal approvals, reporting and internal project coordination. Hybrid CRM or HR processes can also be mapped perfectly.
How does no-code fit in with existing systems such as SAP, Avaloq or DATEV?
Our solutions do not replace core systems, but rather complement them in a targeted manner with automated processes, interface connections and structured interfaces, e.g. as a front end or for workflows between teams.