Managed Services for Financial Services providers 

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Your expert for questions

Martin Zupke

Martin Zupke
Director, Digital Operations at PwC Germany
Tel.: +49 175 4900731
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As a managed service provider, we can support you in handling complex business processes

With our innovative solutions, we will support your company in the design and operational implementation of complex business processes across all areas of Financial Services, particularly for banks, insurance companies, and asset managers. As part of the digital transformation, we leverage state-of-the-art technologies to automate and optimise your processes.

Based on our extensive experience, we provide end-to-end support from professional process design and technical implementation to operationalisation in the form of Managed Services. This enables both the short-term provision of qualified resources and the long-term planning and execution of complex tasks and processes – fully integrated and from a single source. The operational delivery of our Managed Services is carried out by our onshore, nearshore, and offshore Acceleration and Delivery Centres (AC/DC).

“Our expertise in the area of Managed Services enables you to successfully execute complex tasks and efficiently manage temporary workload peaks or non-automated process components.”

Martin Zupke,Director, Digital Operations at PwC Germany

We would be pleased to present our Managed Services offering to you in a personal, no-obligation online presentation. We are happy to address your specific challenges and explore potential solutions together.

Get to know our team

Overview of our service 

Our Managed Services offering covers a wide range of complex and/or regulatory-driven topics – particularly the following core processes, most of which are product-related:

  • Grant and subsidy programmes – from application review to approval and proof of use
  • Estate processing and service procedures
  • Credit analysis, credit assessment, and credit monitoring
  • Technical and operational implementation of legal requirements and court rulings
  • Securities settlement and document verification
  • Reporting of suspicious money laundering activities
  • PMO-as-a-Service

Our Managed Services offering

With our Managed Services offering, we act as a trusted partner to take on a wide range of tasks for you: 

Do you need a tailored solution for quickly providing new resources for your processes, efficiently handling repetitive audit tasks, or responding flexibly to fluctuations in application volumes? Then we can be your partner when it comes to developing customised Managed Services solutions that meet your requirements and optimise your workflows.

Thanks to extensive project experience, we understand the key success factors and will support you from the initial idea through to implementation. Our methodology covers all stages, from designing efficient processes and building structured frameworks to technical implementation and resource operationalisation.

We develop custom audit concepts, create practical documentation, and seamlessly integrate them into your workflows. Effective reporting structures and transparent communication ensure clarity and oversight, both internally and externally.

Rely on us to make your processes more future-proof and ensure long-term success.

When resources for operational process execution are limited, efficient coordination by experienced project managers becomes essential. We take on key responsibilities such as project leadership, communication support, sub-project management, or full-scale project management – either independently or in collaboration with your team.

Our services include project coordination, committee work, and stakeholder management. We monitor operational activities, streamline processes, and increase efficiency to reduce costs and proactively identify and address risks.

With our holistic approach, we enable you to focus on your core business while we drive your projects forward successfully and sustainably.

For efficient process execution, more than 55,000 experienced professionals are available to you through our onshore, nearshore, and offshore Acceleration and Delivery Centres (AC/DC), including over 350 specialised staff members located directly in Germany. We bring extensive experience in handling complex cases, working both with predefined specifications and customised audits based on legal and regulatory requirements.

Thanks to flexible resources, we can quickly respond to volume fluctuations while maintaining high service quality. With cutting-edge technologies and industry-specific expertise, we deliver tailored solutions that ensure long-term and sustainable success.

A central aspect of Managed Services is efficiency. Using proven methods and modern technologies, we automate processes and sustainably reduce costs. We analyse your existing workflows, identify optimisation potential, and develop tailored solutions to enhance efficiency and competitiveness. We specifically rely on robotic process automation (RPA) and artificial intelligence (AI).

Our Managed Services offerings are as diverse as your challenges. In addition to operational process handling, we also provide telephone services such as service hotlines, independent customer support, and clarification of inquiries, e.g. from applicants.

We rely on technically efficient and digital process solutions, which we develop, implement, and continuously optimise based on established audit procedures.

Our approach is based on three core dimensions that are essential for successful Managed Services: professional design, technically customised processes, and operational execution.

We analyse your complex process requirements, design efficient processes (including the conceptualisation of technical solutions), and provide comprehensive advice regarding governance, operational implementation, and continuous optimisation.

A key component of our solutions is the automation of your processes through the targeted use of digital technologies such as robotic process automation (RPA) and powerful platforms – always individually tailored to your specific requirements.

Our specialised staff in onshore, nearshore, and offshore Acceleration and Delivery Centres (AC/DC) ensure cost-efficient and scalable processing. In doing so, we consistently meet the highest standards in the areas of data protection, IT, and information security.

Our solutions

Design and development of Managed Services solutions

From concept to implementation

We support you in preparing and planning your project, offering continuous advisory support. Our experts develop needs-based audit concepts, create practical processing guidelines, and design targeted training materials to ensure high-quality and efficient execution. In addition to active stakeholder management, we also monitor operational processing.

Experienced project managers guide the process according to the agreed approach and can take over both partial project leadership and full communicative coordination – independently or in cooperation with you.

Efficient application and process management

From providing comprehensive resources to fraud prevention

Our experienced experts in our onshore, nearshore, and offshore Acceleration and Delivery Centres (AC/DC) handle complete process management, reliably and efficiently executing complex tasks. For your needs when it comes to telephone inquiries and coordination with customers or applicants, you can rely on our experienced call centre team.

Digitalisation and process automation

From initial scaling to establishing a digital Managed Services factory

Our digitalisation and automation solutions enhance quality and unlock cost-saving potentials. Our range of services includes automated workflows and electronic document analysis, as well as the development of fully integrated end-to-end application processes that can elevate your organisation to the next level of efficiency.

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Contact us

Martin Zupke

Martin Zupke

Director, PwC Germany

Tel: +49 175 4900731

Jean Marc Bieger

Jean Marc Bieger

Senior Manager, PwC Germany

Tel: +49 170 5487576

Tobias Scheurer

Tobias Scheurer

Senior Manager, PwC Germany

Tel: +49 175 9806542

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