Focus on
financial service providers

Intelligent service solutions for financial service providers

Expectations placed on banks, insurance companies, and building societies have changed in recent years. Service and communication on all channels, flexible services, and the best possible complete solutions to problems instead of pure financial service products are what customers expect of their insurance companies and building societies.

Financial markets are also becoming more transparent. Service departments are therefore confronted with increasingly well-informed customers who expect efficient, individual, correct service – especially in difficult cases. It is also becoming increasingly important for the financial industry to make use of every customer contact in the interest of sales.

In the past, employing trained personnel to provide service was sufficient; today, companies increasingly rely on individual service apps, knowledge databases, self-service solutions, or service portals. 

Unymira offers IT solutions specially designed for financial service providers

Our solutions for insurance companies and building societies allow you to place your customers at the center of attention and offer them service on all channels. With our solutions, we take into account the special requirements for security and documentation as stipulated by BaFin and in EU regulations.

  • Service apps – all information, such as contract overview, contract detail view, and claim notification, on your customers' smartphones, and protected chat capability with your personal adviser..
  • Service portals – information and functions for your brokers and customers, with a modular broker portal or customer portal.
  • Self-service solutions – dhelp your customers to help themselves. Self-service solutions actively provide service knowledge where customers expect it, such as on your corporate website.
  • Chatbots – support service processes and simplify customer dialogues by using intelligent chatbots.
  • Knowledge bases – active knowledge databases offer service staff not only a comprehensive reference work, but also interactive support for customer enquiries.
  • Consultancy software – consultancy software breaks down the often dry matter vividly and attractively for your customers.

Thanks to our many years of experience and the implementation of numerous projects for banks, insurance companies, and building societies, we have been able to accumulate a great deal of industry-specific expertise.

How can we support your service?


Our customers in the insurance and financial services industry

Access Holding
Access Holding
Allianz
Allianz
Allianz Global Assistance
Allianz Global Assistance
Allianz Technology SE
Allianz Technology SE
AMB Generali Informatik Services
AMB Generali Informatik Services
AOK
AOK
Bank of Scotland
Bank of Scotland
Bausparkasse Schwäbisch Hall
Bausparkasse Schwäbisch Hall
Bayrische Landesbrandversicherungs AG
Bayrische Landesbrandversicherungs AG
BBBank eG
BBBank eG
BVR
BVR
Cordial
Cordial
Cosmos Direkt
Cosmos Direkt
Debeka
Debeka
Deutsche Postbank AG
Deutsche Postbank AG
DKB
DKB
Donau Versicherungs AG (Vienna Insurance Group)
Donau Versicherungs AG (Vienna Insurance Group)
FIDUCIA & GAD IT AG
FIDUCIA & GAD IT AG
ING-DiBa AG
ING-DiBa AG
INTER Krankenversicherungen a.G.
INTER Krankenversicherungen a.G.
Intrum Justitia GmbH
Intrum Justitia GmbH
KRAVAG Versicherung
KRAVAG Versicherung
Landesbank Baden-Württemberg
Landesbank Baden-Württemberg
LVM Landwirtschaftlicher Versicherungsverein Münster a.G.
LVM Landwirtschaftlicher Versicherungsverein Münster a.G.
R+V Versicherungen
R+V Versicherungen
Santander
Santander
Schweizerische Mobiliar Versicherungsgesellschaft AG
Schweizerische Mobiliar Versicherungsgesellschaft AG
SDK Versicherungsgruppe
SDK Versicherungsgruppe
SPIDA
SPIDA
Stuttgarter Lebensversicherung a.G.
Stuttgarter Lebensversicherung a.G.
Swiss Life AG
Swiss Life AG
Techniker Krankenkasse GmbH
Techniker Krankenkasse GmbH
Volksbanken Raiffeisenbanken
Volksbanken Raiffeisenbanken
Wiener Städtische Versicherung AG
Wiener Städtische Versicherung AG
WIR Bank Genossenschaft
WIR Bank Genossenschaft
Wüstenrot & Württembergische
Wüstenrot & Württembergische