Financial Services

Financial services face a turning point. From embedded intelligence and generative AI to open finance and rising customer expectations, change extends far beyond new platforms. It reshapes how institutions operate, engage and deliver value. At rpc, we help banks, insurers, and fintechs design future-ready strategies and operating models—combining digital innovation with regulatory excellence to drive real transformation.

Key challenges

 Legacy architecture blocks transformation: Outdated, fragmented systems hinder agility. Institutions trying to overlay customer-centric innovations on legacy infrastructures frequently face inefficiencies, integration challenges, and operational disruptions.

Operational resilience meets regulatory intensity: As Open Finance, PSD3 and AI regulations emerge, compliance must become part of the operating model—not a separate stream. At the same time, customer data must be handled securely, with advanced identity verification, AI-based fraud detection, and trust-preserving governance.

Customers demand context, not segments: Hyper-personalization powered by AI is the new standard. Institutions must not only deliver tailored experiences, but also predict customer needs in real time—while restoring the human touch in digital channels.

Innovation without culture stalls: Many transformation efforts remain trapped in silos or tactical pockets. Without executive sponsorship, cross-functional collaboration, and a unified process mindset, innovation rarely scales.

From operational staff to transformation enablers: Success depends on enabling people, not just deploying tools. Sales teams, advisors, and back-office staff need co-designed capability uplift—blending digital fluency, process understanding, and customer

From vision to rollout — we help you get it done

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At rpc, we combine deep industry expertise with a hands-on mindset. Our solutions emerge at the intersection of market demands, organizational goals, and operational feasibility.

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We are transformation partners — from first vision to scaled implementation. Our services are designed to initiate, activate, and scale change in a structured and human-centered way.

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Through our cross-functional service portfolio — from people empowerment and performance management to program rollouts and digital tools — we help turn ambition into measurable impact.

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In a changing industry, the best strategy is one your people can actually deliver.

Matthias Braun​, Partner

Approach

rpc bridges regulatory complexity with customer-centric transformation. We help financial institutions rethink journeys, modernize branch experiences, and enable frontline performance, while staying compliant and cost-efficient. We translate strategy into action by co-developing services, enabling teams, and building capabilities that make change tangible.
 

1

Customer-centric retail transformation

Redesigning the customer journey and enabling networks to meet rising expectations with agility and consistency.

2

Performance management and data-driven steering

Creating transparent, actionable frameworks to measure and optimize performance in real time.

3

Capability 
building and upskilling

Delivering global learning programs that prepare teams for digital tools and new business models.

4

End-to-end implementation 
and rollout

Ensuring initiatives take root through hands-on implementation across regions and markets.

Work

Behind every shift lies a decision: to challenge the status quo and shape something better. That’s where our work begins – alongside the people who dare to move first.

rpc-Wie Unternehmen ihre Mitarbeitenden auf die KI-Reise mitnehmen sollten

TELECOMMUNICATION

Boosting CX with in-store 
voice AI

Analyzing 100+ consultations to improve customer experience through AI-powered, GDPR- and EU AI Act–compliant in-store voice insights.

rpc-Wie Unternehmen ihre Mitarbeitenden auf die KI-Reise mitnehmen sollten

AUTOMOTIVE

Turning data into business impact with tailor-made LLMs

Transforming 21,500+ monthly votes and comments from internal and external data into actionable business insights.

rpc-Wie Unternehmen ihre Mitarbeitenden auf die KI-Reise mitnehmen sollten

TECHNOLOGY

Elevating proficiency with AI knowledge assistant

Reducing coordination time by 35% with an AI powered personal knowledge assistant that enables employees to systematically access data by presenting it in an easy-to-understand way.

Experts

Our team brings decades of combined experience from leadership roles and consulting. They know the sector’s nuances and are passionate about enabling your teams to succeed – whether it’s through strategy workshops, on-the-ground coaching, or full-scale program management.

Partner
Erik Bellendir

Hallo, das ist ein kleiner Intro Text zu Erik. Erik ist einer unserer Experten. 

Managing Director
Christian Feilmeier

Hallo, das ist ein kleiner Intro Text zu Christian. Christian ist einer unserer Experten.

Senior Partner
Jan Schemuth

Hallo, das ist ein kleiner Intro Text zu Jan. Jan ist einer unserer Experten.

Senior Manager
Philipp Kranich

Hallo, das ist ein kleiner Intro Text zu Philipp. Philipp ist einer unserer Experten.

Principal
Thomas Pauli

Hallo, das ist ein kleiner Intro Text zu Thomas. Thomas ist einer unserer Experten.

Let’s move forward – together

We're not here to tell our clients what to do. We’re here to help them do it – with clarity, confidence, and a shared goal. Reach out to us to explore how we can support your journey.

Contact

In a nutshell: What we bring to the table

We help organizations transform by focusing on what really matters:

  • Co-creation from day one – We work side by side with your teams to design solutions that truly fit.
  • People, processes, data – Our transformation triangle ensures a balanced, holistic approach.
  • From strategy to execution – We connect every step of the journey to drive real results.
  • Cross-industry perspective – Fresh thinking from retail and automotive sparks innovation.
  • Empowered teams – We build capabilities that make change stick and deliver measurable impact.

Whether through a short workshop, pilot, or full enablement – 
we’re ready when you are.

So, what's your challenge?

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We're ready to kick-start your 
AI-driven customer-centric transformation.

Sandra Loos is managing director at rpc – The Retail Performance Company and expert for training and qualification.
Michael Erz
Managing Director
info@rpc-partners.com