Industries

Financial & banking services

From strategy to execution, we partner with financial institutions to deliver digital transformation that builds trust, improves efficiency, and strengthens long-term competitiveness.

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Introduction

Current developments in finance and banking

The financial sector is facing rapid transformation as digital technologies, regulatory change, and evolving customer expectations reshape the industry. Clients now demand seamless digital services, personalized experiences, and secure interactions across every channel. At the same time, regulators are raising requirements for transparency and compliance.

FinTech challengers and new payment ecosystems are intensifying competition, forcing established players to accelerate innovation. Meeting these demands requires more than digital upgrades – it calls for integrated strategies, AI-enabled solutions, and flawless execution that enhance customer trust and operational resilience.

OMMAX partners with financial institutions to meet this challenge. We develop and implement strategies that optimize customer engagement, improve efficiency, and help our clients gain a lasting competitive edge.

Our services

Challenges

Top challenges facing financial and banking digitization

The digital divide

Unequal access to digital services risks excluding customers and widening financial gaps.

FinTech disruption

Agile FinTechs are reshaping customer expectations and intensifying competition.

Generational shifts

Younger clients demand seamless, mobile-first banking and personalized services.

Cultural transformation

The push for cultural change and flexible communication is critical to attracting talent and staying relevant.

Customer insights

Financial institutions must harness data to anticipate behavior and deliver trusted, tailored experiences.

Opportunities

Digitalization in the finance market

Banking platform 2.0

Understand Banking Platform Readiness 2.0 – become a frontrunner in your industry.

Blockchain solutions

Assess the relevancy of Blockchain solutions for future banking and digital ID solution.

AI-driven transformation

Use AI to unlock smarter decision-making, personalized client services, and automation that reduces costs and enhances efficiency.

Become more efficient

Ease managerial tasks, reduce costs, and reinforce customer trust by developing an efficient infrastructure and customer target picture.

Aim long-term

Develop a digital strategy to establish long-term goals within the financial industry, ensuring improvement through concrete data.

Utilize data

Utilize collected data to implement ground-breaking measures within the financial sector and establish your company as the new industry standard.

Thinking multi-channel

Financial and banking companies eager to gain ground can implement multi-channel strategies to thoroughly understand their customer base and plan for future modernizations.

Becoming more user-friendly

Generate high demand with a user-friendly interface that meets all customers’ expectations and needs.

Two colleagues reviewing financial data and charts. The focus is on teamwork and analytical skills in a modern office setting with a laptop and coffee.

Our expertise

Digital strategy and transformation in banking and finance

We help financial and banking leaders worldwide unlock market potential and adapt to the future of finance. Through deep analysis of customer and digital data, we provide insights that guide strategy and identify growth opportunities. By implementing state-of-the-art digital measures, we position our clients as industry pioneers.

Our support spans the full digital roadmap: from defining data collection and tracking requirements to conceptualizing digital products and services, planning and executing campaigns, and establishing the underlying systems and infrastructure needed for scale.

OMMAX brings extensive project experience and a diverse international team with expertise in strategy, tech, data and AI, operations, marketing, customer experience, and transaction advisory. This breadth allows us to deliver measurable impact, effective collaboration, and long-term competitiveness for our clients.

Client results

Unlocking marketing and sales efficiency for LucaNet

Elias Apel and his colleague walking trough the Lucanet office.

LucaNet, the market leader in Corporate Performance Management tools, offers certified software for the preparation of financial statements, financial planning, reporting, and data management.

OMMAX supported LucaNet with digital strategy by implementing HubSpot Marketing Hub Enterprise, including a connection to Salesforce Sales Cloud. The transformation of the existing multi-account setup into a single HubSpot business unit enabled all country teams to work together in one single environment, resulting in less complexity and increased marketing and sales efficiency.

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