Developing a Digital and Complementing Human Strategy for a Financial Service Provider

Over the course of several months, a team and I contributed to the digital strategy of a leading German financial services provider. The company’s successful current business model is heavily based on professional face-to-face consulting for private customers.

In the project, we laid the methodological groundwork and facilitated several sprints to develop a digital product vision and roadmap. Along with it, we also supported the creation and communication of a “human vision” that lays out the future role of humans in the organization’s service delivery.

Most organizations miss out on this important second building block. If you want a holistic digital strategy that motivates employees instead of scaring them, a complementing “human strategy” can be a powerful piece.

These are some analogue industries that we analyzed in the course of the project: