Financial services & insurance industry
Credera helps financial organizations facilitate crucial economic activities with end-to-end digital transformation.
Why it Matters
Harness technology to meet accelerating customer expectations.
The financial services industry is facing relentless pressure to meet increasing consumer expectations while continually lowering costs. They must invest in customer-centric offerings and provide seamless access to services to remain competitive amid regulatory changes and increasing cost of compliance.
Technology strategy
Focusing on technology strategies aligned with business goals will be key for financial services organizations. This includes the end-to-end process of evaluating emerging technologies, assessing the expected return on investment, and determining how to integrate them effectively.
of financial institutions spend higher than average on technology.
Digital transformation
Leaders in the space will seize opportunities for automation, process optimization, and improved customer experiences. These iterative solutions help streamline operations and optimize costs:
Design personalized services with effective use of automation and artificial intelligence (AI).
Develop modern interfaces, mobile apps, and web tools to enhance customers’ self-service.
Modernize legacy systems with cloud-based migration and hybrid solutions.
Data analytics and insights
Financial institutions who are able to utilize their vast quantities of customer and transaction data will gain actionable insights. This includes implementation of risk management systems and predictive analytics to enhance and automate risk assessment and mitigation.
The Credera Difference: IUA's Story
We partnered with the IUA to deliver full-time program assurance on major market programs around claims settlement and data centre exits.
Our Approach
Enhancing consumer experience and client operational efficiency with technology.
Technology can add real value to the customer experience and bring true behind-the-scenes benefits. By analyzing workflows and processes, Credera experts identify inefficiencies and optimize front-to-back operations, while striking the right balance from internal and external perspectives between data utilization, privacy, and consent.
Industries
The areas we impact in financial services & insurance.
Retail & commercial banking
Credera empowers banks with technnology transformation strategies, new digital solutions, and data-driven insights to enhance efficiency and improve customer experiences.
How We Can Help
Experience the difference.
At Credera, one of our core values is tenacity. We’re focused on driving a program from strategy through to successful completion. This means we address obstacles head-on and our deep expertise within this industry allows us to understand and overcome areas of resistance to change.
We call this commitment to partnership the Credera Difference and we invite you to hear directly from some of our clients about their experiences working with us.
Learn about how we helped a FTSE 100 bank launch a standalone digital retail bank from scratch.
Read more about how Credera transformed market abuse and conducted surveillance for a global banking group.
Credera for me provides excellence. Everyone I have had the pleasure of working with is an expert in their field and provides significant value to our business. Your leadership is visible and helpful. Everyone goes above and beyond to drive benefit across the group, not just within the area you are assigned.
Anonymous
Product owner, UK Banking Group
Offerings
Explore our offerings in the financial services and insurance sector.
We work closely with financial services and insurance companies to understand their unique needs and desired objective.
Data strategy
Today’s organizations are sitting on a wealth of valuable data. Savvy business leaders can tap into it with a comprehensive, structured data strategy.
Data analytics
Data analysis provides the foundation for informed decision-making, innovation, problem-solving, and efficiency.
AI strategy
Recent leaps in generative artificial intelligence (AI) capabilities promise to create transformative organizational value, but only if there is a seamless integration with organizational strategy, data strategy, and AI strategy.
Cloud advisory
Align cloud investments with business needs, innovate, and enable business growth with cloud.
Our experts in the space
We’re available to talk—and here to help.
At Credera, we’re only as good as our people, and we bring a highly skilled and diverse set of experts together for the benefit of our clients.
Andrew Dixon
Managing Director
London
Ray Panditharatna
Managing Director
London
Peter Hardie
Managing Director
London
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Apr 25, 2023
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