Why KundenBank2030?

Customer centricity is not a soft promise, but a success factor required by the supervisory authorities - strategically necessary and practical to implement. In the increasingly digitalized world of finance, a bank can not only live „proximity“, it must also anchor this proximity structurally and systematically in its DNA. And this is exactly what we achieve with KundenBank2030.

Example from practice:
Lisa, 19, trainee. Her parents are Volksbank customers. She downloads a banking app - but not the Volksbank one.
Andreas, 43, entrepreneur. He appreciates personal advice, but prefers to use digital tools for everyday finances - without the cooperative logo.

Our society is shrinking, ageing, digitalizing - and moving away from the tangible customer connection. KundenBank2030 gives Volksbank the opportunity to master precisely this change.

What do we offer?

• Your employees work with real customer personas - visible as profiles in consultations, meetings and on the intranet.

• An interdisciplinary team identifies processes with a customer impact and optimizes them directly with quick wins.

• Consultants train a new conversation logic - based on life situations, hybrid and close to the customer's everyday life.

• Managers integrate new customer KPIs into their management logic.

• Customer centricity becomes not only part of a strategy presentation, but also part of the Management meetings, training and internal communication.

Everyday example:
„What would Lisa need?“ - and not: „What can we sell?“

The timetable and the next steps

Here's what you can expect:

• 2 customer interviews 30-45 minutes each → Selection and invitation by you, implementation by us

• 1 process analysis workshop (3 hours) with 6-8 employees → Topics: Audit processes, IT organization, data management, security or even construction financing and service experience

• 1 sales training course (2 x 2 hours) → For your sales team, incl. tools & conversation logic

• 1 management session (2 hours) → Focus: KPI integration, management and anchoring of the customer perspective

• 4-6 hours internal coordination → For appointments, participants, rooms

We take care of everything else.
From preparation and moderation to processing the results - hands-on, comprehensible and structured.

Your investment - clear commitment, clear impact

A clear commitment for a clear impact. The investment is tailored to your needs and we offer structured implementation without unnecessary effort. Further details on the investment and the various options are available directly on request.

Together we offer strategic depth, human proximity and concrete implementation.

WG DATA brings extensive transformation and project experience to the table, ensuring successful implementation.
Telescope effect puts this transformation into practice and ensures sustainable change through customized workshops and participation processes.

Because real change needs numbers & attitude.