Digital, customer-centric solutions for banks and financial service providers

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The digital transformation and new regulatory requirements present new challenges for banks and financial service providers. But they also offer new opportunities:

  • The networking of all business activities,
  • high IT agility,
  • efficient sales structures
  • and digital financial products that give you a clear edge over the competition for private and business customers.

ec4u’s customer management experts help you to adapt to the constant challenges and strengthen your customers’ trust in you.


experienced employees in the field of financial services & insurance


successfully implemented finance projects


years of CRM experience with finance projects

“With the introduction of CRM, we have taken a big step with regard to the processing of credit card applications. I am very pleased with how the project has gone. “

Andy Zürcher, Manager Application Processing & Risk Operation Center, Swisscard AECS AG

Our services

Whether via email, social media, telephone or letter: Convince your customers with high availability, maximum accessibility and fast responses to individual requests.

The realization of a multi-channel offering in the areas of marketing, sales and service requires a connected and flexible IT infrastructure and organization in order to interact with your clientele across all channels and be able to respond personally to the changing requirements of your customers.

Unique customer experience for new and existing customers

With multi-channel campaigns, we help you acquire more new customers and address your existing customers personally with an automated customer journey.

Generate new leads by promoting events and other campaigns, and work with sales to attract new customers with your offerings.

Create a seamless customer experience through marketing automation. Cross-sell your offerings with automated email campaigns, create interactive online forms, and target the right customers.

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Innovative distribution of your corporate customer business

We help you build a central, mobile, cloud-based CRM platform to access all customer data for an individualized customer approach, collaborate on documents, and optimally support sales activities with the help of a 360° view of your customer metrics.

Collaboration tools help you to coordinate activities together and share insights into customer data easily and quickly.

Ensure the best possible individualized approach to your corporate customers with all necessary information at a glance.

Excellent service for your private customers

Strengthen the trust of your customers in the long term by inspiring them with excellent support.

Automate simple tasks and help customers help themselves (self-service) with web-based apps, digital financial products, chatbots and the use of artificial intelligence.

Let your specialized advisors provide high-quality personalized support by giving them insights into all relevant customer data for a quick and satisfying solution to individual inquiries.

Would you like to learn more about our services? Make an appointment for an informative talk.

Selected customer projects

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ec4u as a consulting partner for banking & financial service providers

  • With over 400 employees and more than 50 certified Microsoft consultants, we are one of the leading strategic Microsoft Gold Partners in Germany, Austria and Switzerland.
  • As a Signature Microsoft Partner for Financial Services & Insurance (FSI) and a member of the Microsoft Fast Forward Partner Advisory Board, we are ideally positioned for the future direction of our customers in the financial industry.
  • We have many years of experience with banks and financial service providers with a focus on customer-facing processes.
  • Independent platform selection – We offer independent advice for platform evaluation, completely tailored to your needs and requirements.

Stay informed about current trends, exciting topics around the digital transformation of marketing, sales and service in our Blog.

Contact Us

For your region


Mario Pufahl

Chief Sales Officer

Do you have any questions or would you like to learn more? Please feel free to arrange an informational interview.



Patrick Schäfer

Managing Director ec4u expert consulting
(switzerland) ag.

Do you have any questions or would you like to learn more? Please feel free to arrange an informational interview.


Bernd Sailer

Industry expert

Bernd Sailer

Director Professional Services

For technical queries about your project, contact our industry expert.