Consulting for Financial Services

Case study: Helaba Debt Fund Platform 🚀  In 2021, Helaba set out on a strategic mission to improve credit portfolio management and balance-sheet flexibility. The key objective was clear: implement a systematic and forward-looking approach to portfolio management while expanding the bank’s risk distribution.   Our result, the “Infrastructure Debt Fund I” was closed in a record time of just three months! Helaba retains a significant share of exposures, ensuring high diversification within the funds. This strategy provides attractive economics and flexibility, supports larger loan amounts, and strengthens customer relationships. 💪  For more information, visit the Helaba Debt Funds Platform lnkd.in/ddskzzEY Jens Kuttig Gunnar Rittershaus

🚀 A new start at zeb: A warm welcome to our 44 new colleagues! 🚀 Last week was all about new beginnings! We welcomed 44 new team members from our offices in Berlin, Frankfurt, Hamburg, Milan, Munich, Münster, Stockholm, Warsaw and Vienna to the Münster Tower. 🌍 In addition to informative introductory events and seminars, there was also plenty of opportunity for personal networking. Whether in exciting conversations or at the popular “Sport & Mingle” program by Strong Partners - our new colleagues had plenty of opportunities to get to know each other and make their first contacts. 🤝⚽ A big thank you goes to our dedicated team of speakers: Janik Iwan, Dr. Edgar Gutzmann, Dr. Jacob Kleinow and Helena Šarčević, who guided our new starters through the week with their commitment and valuable tips. 🙏 Thanks also to Dr. Robert Ellenbeck, Ferdinand Davertzhofen, Jens Eickbusch and Heinz-Gerd Stickling for their great support at the “Corporate Mission” evening and to Linda Merkel and Leonie Schmäing for the fantastic organization! 🎯 We are really looking forward to our journey together and the great successes that lie ahead! 🚀 #zebconsulting #onboarding #welcome #team

„KI-gestütztes Wissensmanagement – Made in Germany“ 🚀 Darum geht es in der heutigen Episode unseres Podcast Sound of Finance 🎙 Unser Kollege Jonas Schneider spricht mit Florian Polak, Co-Founder und Managing Director von Tucan.ai wie es mit Hilfe ihrer Software gelingt, das gesammelte Wissen eines Unternehmens auf Knopfdruck zuverlässig abzufragen und zu analysieren. Und wie damit nicht nur interne Datensilos aufgebrochen, sondern auch Mitarbeitende von langwierigen, manuellen Prozessen befreit werden. 𝐍𝐢𝐜𝐡𝐭 𝐳𝐮𝐥𝐞𝐭𝐳𝐭: 𝐃𝐚𝐬 𝐟𝐮𝐧𝐤𝐭𝐢𝐨𝐧𝐢𝐞𝐫𝐭 𝐚𝐮𝐜𝐡 𝐛𝐞𝐢 𝐃𝐎𝐑𝐀, dem Digital Operations Resilience Act, der ab Januar 2025 Finanzinstitute dazu verpflichtet, Verträge mit ihren IKT-Dienstleistern, also technischen Dienstleistern, nach bestimmten Kriterien zu überprüfen. Hier geht´s zur Episode 👉lnkd.in/d3weMbEV

🌟 𝐃𝐞𝐛𝐭 𝐟𝐮𝐧𝐝𝐬: 𝐡𝐨𝐰 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫𝐬’ 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 𝐧𝐞𝐞𝐝𝐬 The timely, reliable and adequate supply of balance-sheet resources, capital and liquidity is crucial for credit institutions to meet their customers’ financing needs.  ➡ However, this task has become increasingly challenging. Rising capital requirements and volatile customer financing needs make it more complex to navigate the various demands. ➡Future customer needs are expected to grow significantly, driven by required investments for the climate transition and digital transformation.  ➡To respond flexibly to these demands, banks must actively manage their balance sheets and credit portfolios. 💡  Discover the key objectives of balance-sheet flexibility and how banks can navigate these challenges effectively by reaching out to our experts Jens Kuttig and Gunnar Rittershaus 🚀 For more insights, please visit the Helaba Debt Funds Platform case story 👉 lnkd.in/ddskzzEY