Intelligent Transformation
in Finance & Insurance

Financial services and insurance organizations are facing unprecedented pressure: rising regulatory demands, increasing customer expectations, high operational costs, and complex legacy IT landscapes.

At the same time, the key to addressing these challenges often already exists — within their own data.

This booklet presents 12 concrete, practice-proven use cases that demonstrate how banks and insurers can leverage data strategically to automate processes, improve risk management, and scale digital services sustainably.

What This
Booklet Covers

The use-case catalog provides a structured overview of high-impact applications across the entire value chain — from compliance and risk management to sales, customer experience, and IT modernization.

Selected use cases include:

• Automated pre-assessment of claims and benefit requests

• Real-time risk assessment based on continuous data streams

• Automated KYC and AML checks with full auditability

• Customer 360° data hub to eliminate data silos

• Data-driven lead matching and sales optimization

• Personalized customer journeys across digital channels

• Data quality and governance dashboarding

• Digital customer self-service portals

• Automated regulatory reporting

• Underwriter workbench for efficient decision-making

• Performance analytics for brokers and intermediaries

• Step-by-step modernization of legacy systems using microservices

Each use case outlines not only the business scenario, but also the tangible business value — ranging from time and cost savings to improved data quality, stronger compliance, and scalable digital operations.

Who This Booklet
Is For

This booklet is designed for:

• Executives and senior leaders in banking and insurance

• Decision-makers in IT, digital transformation, and data & analytics

• Heads of risk, compliance, sales, and operations

In short: for anyone who approaches transformation pragmatically, data-driven, and with a clear focus on execution.

From Use Case to
Implementation

Beyond concepts and ideas, the booklet shows how these use cases can be implemented in practice — including data pipelines, integration architectures, governance models, and scalable platform approaches.

The emphasis is on realistic, incremental modernization rather than disruptive, large-scale transformation programs.

Free Download

Gain a concise, actionable overview of how data-driven architectures can become a foundational pillar of modern financial services and insurance organizations.