Improve existing solutions and processes with a “hands-on” approach

Most of time financial companies have all the required skills and process to success in the digital market. They are just “too complex” to make it happen.

Our experience in end-to-end digital investment and our direct knowledge of retail customers behavior puts the Virtual B team in the position to be a credible advisor in helping our partners to cope with digitalization projects. Our hands-on approach, and a set of different skills, enables our team to work hand in hand with our partners. We can draft a comprehensive Gap Analysis, map all the existing processes, help to define objectives, embedding Compliance and Regulatory constraints, to deliver the action plan needed to realize the “to-be” solution desired by our client.

Pioneer Investment Management

Gap –analysis and strategic indications on Pioneer Pension fund to set-up a B2C platform for direct sale and digital reporting. Activity involves meeting all Pioneer contractors and designing the UX of the new website and helping Pioneer to select the IT provider for the solution.

Allianz Bank

Audit on the digital reporting and how technology can change the way financial reports are prepared and used.