Digital Transformation

Support & accompaniment in the identification, strategy development, and implementation of digital transformation in your financial institution

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CxO & Board Member Functions

Experience and new perspectives thanks to agility are critical success factors in today’s world. We support you on this path.

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Evaluation & Implementation of Digital Solutions

How do you help social media and digital channels to target your customer acquisition in an efficient manner and to use it successfully in the long term?

Expertise

The symbiosis of consulting activities, investment know-how and digitalization application form a unique wealth of experience entirely in the service and benefit of our customers

Investment Consulting

We have broad and in-depth experience in analyzing and advising on investment topics and investment strategy. We are familiar with topics such as strategic asset allocation and investment controlling and reporting.

Asset & Wealth Management

The world of institutional and private asset management has changed massively in recent years. The topics related to digitalization are common. We have in-depth knowledge of traditional and alternative asset classes. Expertise in the field of blockchain and De-Fi are also in demand today and form a significant part of modern financial advice.

Digital Finance

We recognized the digitalization of wealth and asset management at an early stage and we were able to accompany various projects and companies and contribute our know-how in digitalization and finance. Take an effective use case to see how the conception and application of ADDFINWEALTH and the possible forms of implementation in a digital wealth application can look like. The process includes the digital transformation of the wealth value chain including digital onboarding.

Offers & Services

Summa Verwaltung supports customers in the digitalization of asset and wealth management and thus the opportunities to exploit all customer benefits through this innovation. Together we identify the possibilities of automation and digitalization potential within the entire value chain. Digital Finance is our service credo and digital transformation our passion.

The services can be obtained through various modules.

Advisory (Consultant)

As consultants, we are at your side and show you the possibilities and implementation approaches through various channels. Together with us, you determine the scope and, above all, the goal.

Interim Management

Take on a timed active role in the company.
If you are looking for a manager who is involved in topics such as digital transformation of active decision-makers – then we are at your disposal as an interim co-worker.

Ambassador

Influencer/ Engager
We increase their level of awareness among your target customers, increase the profitability of the products, and help to significantly increase your market share. We help you with internal and external communication. In doing so, we apply the means of digital marketing, their instruments, and channels in a targeted and effective manner in order to achieve sustainable growth.

Implement Consulting

Project-Based Support
Do you need support in implementing the digitalization strategy? Or would you like a holistic application, which we implement for you from start to finish. With this project-based approach, we are in charge of the management and we provide you with the required functions and modules on time and in a timely manner.

Board Member

Strategic Advisory Board
Strategic decisions are the key to your company’s success. We bring in all of our experience and vision so that you can sustainably master the digital questions and challenges. We are in the same boat and align our interests and activities in your best outcome.

Overview

Advisory

Consulting

Temporally Unlimited

Strategic

Implemented Consulting

Project

Temporally Unlimited

Operational