Industry · Finance

Digital Agency for Financial Service Providers

Digital solutions for insurance companies, credit bureaus, and credit service providers — from broker platforms to AI-powered customer portals.

The financial sector is evolving: stricter regulations, increasingly complex data, and digital distribution channels.

As a digital agency specializing in finance, we support insurance companies, credit bureaus, and credit service providers in their digital transformation. We build customer portals, CRM systems, and data-driven platforms that ensure regulatory compliance—adhering to BaFin guidelines, GDPR, and industry-specific requirements—while delivering a tangible impact on sales. Leveraging AI, we develop bespoke FinTech solutions that adapt to your processes, rather than forcing your workflows to conform to off-the-shelf products.

YOUR CHALLENGES

What's Holding Financial Service Providers Back Today

01/ 06
01

Digital Insurance Sales: Brokers, Portals, Self-Service

Today, policyholders and brokers expect digital onboarding processes, self-service portals, and mobile claims filing — around the clock. Those who fail to professionally expand their digital sales channels will lose new business to InsurTechs and powerful comparison aggregators.

02

Communicating Complex Data Products in an Easy-to-Understand Way

Credit data, scoring models, and credit information require explanation — for consumers, business customers, and government agencies alike. Those who neglect digital communication and UX risk losing trust and facing an increase in support requests.

03

DORA, GDPR, and Regulatory Pressure on Data Processing

DORA, the GDPR, and industry-specific BaFin requirements place high demands on data protection, ICT resilience, and auditability. Digital platforms must incorporate these requirements from the ground up — not retrofit them later.

04

Real Estate Broker Portals & B2B Platforms Lacking Scalability

Many financial service providers operate broker portals or B2B platforms that have evolved over time: they are fragmented, difficult to maintain, and lack a modern user experience. This results in the loss of broker partners — and thus sales volume.

05

CRM Gap: Customer Relationships Are Reactive Rather Than Proactive

Credit service providers and insurance companies often manage customer data in siloed systems. Without an integrated CRM, cross-selling opportunities go untapped, renewal campaigns are run manually, and existing customer relationships remain reactive.

06

Data silos between underwriting, sales, and customer service

Core systems, CRM, claims management, and reference data are rarely integrated. This prevents a 360-degree view of the customer, slows down decision-making processes, and makes AI-based analytics nearly impossible.

Our Solutions

From Customer Interface to Data Architecture

SUNZINET builds digital solutions for insurance companies, credit bureaus, and credit service providers and consistently leverages AI to do so: customized portals, CRM systems, and automated workflows that adapt to your regulated processes. No off-the-shelf product that dictates your compliance.

Browser Icon as a Symbol of Web Development - Digital Agency for Financial Service SUNZINET

Insurance Portals & Digital Onboarding Processes

We develop customer portals, broker platforms, and digital onboarding processes — optimized for mobile, GDPR-compliant, and seamlessly integrated with core systems. For higher conversion rates in new business and reduced service costs for existing customers.

A screen showing two cell phones as a symbol of web development - Digital Agency for Financial Service SUNZINET

CRM for Financial Services Providers & Insurance Companies

CRM systems that truly reflect long contract terms, renewal cycles, and multi-tiered brokerage structures: automated communication channels, cross-sell campaigns, and existing customer retention — with AI-powered workflows that eliminate manual effort.

AI Icon_Digital Agency for Financial Service SUNZINET

AI: Customized Solutions, Now Affordable

Custom digital platforms have long been considered expensive in the regulated financial sector. AI is changing that: We develop customized portals, intelligent workflows, and automated processes that are precisely tailored to your compliance requirements — more efficient and accessible than ever before.

Icon_unified_communication_two speechbubbles_Digital Agency for Financial Service SUNZINET

Data Products & Explanatory Platforms for Credit Bureaus

Credit information, scoring data, and credit analyses communicated professionally: We build platforms, dashboards, and digital product experiences that make complex data offerings understandable and usable for end customers and B2B partners.

Icon_employee_experience_three person in interaction_Digital Agency for Financial Service SUNZINET

Change Management & Digital Transformation

Digital transformation in regulated industries rarely fails because of technical issues. We provide support through change management, stakeholder communication, and internal enablement — so that platforms are not only implemented but also actually used.

icon of two geerwheel_operations_Digital Agency for Financial Service SUNZINET

DORA-Compliant Platform Architecture & Compliance by Design

We build digital platforms that incorporate DORA, GDPR, and BaFin requirements from the very beginning: audit-ready audit trails, ICT resilience, and seamless consent management — not compliance retrofitting, but compliance by design.

REFERENCES

Projects that resonate with you

From innovative fintech companies to international financial service providers:
We develop digital solutions that meet regulatory requirements while enabling seamless customer experiences.
Why SUNZINET?

We understand the tensions between compliance, data protection, and digital growth in the financial sector — based on our experience with projects for insurance companies, credit bureaus, and credit service providers. We don’t build off-the-shelf solutions; instead, we use AI to develop exactly what your regulated industry needs.

25+
Years of digital projects for small and medium-sized businesses and large corporations
4
Locations: Cologne, Munich, Hamburg, Warsaw
2025
German Brand Award · Red Dot Winner · UX Design Award
Your team

Your contact for the financial sector

Get Started Now

Start Your Digital Transformation Now – SUNZINET, a Digital Agency for Financial Service Providers

Tell us about your project — we’ll get back to you with an initial assessment and specific next steps.

  • Non-binding initial assessment of your project
  • Response within one business day
Simona Mayer - Head of Business Development - SUNZINET

Simona Ünal

Chief Revenue Officer

uenal.simona@sunzinet.com

+49 221 / 355 009 0

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