Stefan Knaus worked for a Swiss universal bank for just over nine years and went through all the main front and back office departments of a bank. Among other things, he worked for several years in private banking and private client business and built up his own client book in investing and financing. He has been working in consulting at BEI since October 2020 and completed his Master's degree in Banking and Finance at the University of St. Gallen in the summer of 2023.

Cross-Company Data Exchange in a Cross-Industry Trust Network – Added Value for Customers, Companies and Partners! 

More extensive business cases such as opening a bank account or an account with a FinTech require several minutes of time each for a low-value-added customer experience – wouldn’t it be great if you could skip all the tedious steps relating to data collection during onboarding and start right away with the advisory service or the effective satisfaction of your core needs? These and other questions have been considered for a little more than half a year as part of a workshop series of the (OBP) and discussed together with more than 30 companies from the Swiss financial industry. This article is intended to provide an overview of the background, initial delivery results as well as the current state of knowledge of the efforts within the workshop series.

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Sustainable Finance: A Step Toward the Circular Economy

Sustainability is on everyone’s lips and now impacts all regions and sectors of the global economy. Increasingly, financial industry stakeholders, including customers, investors, suppliers and regulators, expect financial services providers to play an active role in financing the transition from a linear economy to a circular economy. ESG criteria are a tool for companies to become more sustainable and to comply with the regulatory efforts of policymakers and regulators.

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