{"id":34596,"date":"2020-07-29T13:14:47","date_gmt":"2020-07-29T13:14:47","guid":{"rendered":"https:\/\/staging.consileon.de\/konzeption-und-rollout-eines-digitalen-beratungsprozesses\/"},"modified":"2022-03-29T16:49:07","modified_gmt":"2022-03-29T16:49:07","slug":"concept-and-rollout-of-a-digital-consulting-process","status":"publish","type":"post","link":"https:\/\/www.consileon.de\/en\/blog\/2020\/07\/29\/concept-and-rollout-of-a-digital-consulting-process\/","title":{"rendered":"Design and rollout of a digital consulting process"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-as-part-of-the-omni-channel-strategy-of-a-national-retail-bank\">As part of the omni-channel strategy of a national retail bank.<\/h2>\n\n\n\n<p>Merging online and offline channels to create a hybrid advisory experience is one of the biggest challenges facing any retail bank. Customers are using more and more channels to interact with their bank. A customer journey in retail banking now comprises nine touchpoints.<\/p>\n\n\n\n<p>Consileon supported a large financial institution in the design, development and implementation of an innovative, holistic advisory process. This advisory process is at the heart of this bank&#8217;s omni-channel strategy.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Project content (excerpt):<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Intelligent integration of existing systems and information into a common consulting interface for consultants and customers<\/li><li>Use in all channels with personal consultation: branch, online branch including video and out-of-home consultation<\/li><li>Connection of all relevant backend systems of the bank including real-time update of customer data etc.<\/li><li>Implementation of technical innovations in in-house developments with meaningful cooperations (including with FinTechs)<\/li><\/ul>\n\n\n\n<p>Consileon accompanied the project end-to-end from conception to rollout. After the project was completed, customer satisfaction and thus the perceived expertise of the consultants rose from a good 79% to an excellent 89%. This can be attributed, among other things, to key aspects of HypoVereinsbank&#8217;s financial concept consulting:<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Consileon supported a large financial institution in the design, development and implementation of an innovative, holistic consulting process including the nationwide rollout. <\/p>\n","protected":false},"author":20,"featured_media":8609,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"footnotes":""},"categories":[65],"tags":[],"class_list":["post-34596","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-banking-en","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.5 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Design and rollout of a digital consulting process | Consileon<\/title>\n<meta name=\"description\" content=\"Consileon supported a large financial institution in the design, development and implementation of a consulting process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.consileon.de\/blog\/2020\/07\/29\/konzeption-und-rollout-eines-digitalen-beratungsprozesses\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Design and rollout of a digital consulting process\" \/>\n<meta property=\"og:description\" content=\"Consileon supported a large financial institution in the design, development and implementation of a consulting process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.consileon.de\/blog\/2020\/07\/29\/konzeption-und-rollout-eines-digitalen-beratungsprozesses\/\" \/>\n<meta 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