Our clients’ challenges

The financial sector is facing unprecedented pressure to transform. Regulatory demands, volatile markets, and new competitors, from FinTechs to global tech companies, are fundamentally reshaping the industry. At the same time, digitalization, technological innovation, and evolving customer expectations are accelerating the development of new products, services, and brand experiences.

Today’s customers expect simple, fast, and transparent solutions—from digital transactions to personalized advice, comparable to the standards set by leading consumer brands. Traditional product-centric approaches often fall short: successful institutions now stand out through strong brands, innovative business models, digital ecosystems, partnerships with FinTechs, and the consistent automation of customer processes along a fully digitalized customer journey.

Batten & Company supports financial service providers in achieving clear differentiation through precise brand management, outstanding customer experiences, and effective organizational structures—strengthening stability, trust, and sustainable growth.

Our services for the financial sector

• Development of value-oriented brand strategies with our BEVA model – a DIN ISO 10668-certified method for quantitative brand valuation
• Design of customer experience programs with KPI dashboards, key driver analysis and CX mapping across all touchpoints
• Development of differentiated price and condition systems through qualitative and quantitative market research (MaxDiff, Gabor-Granger, conjoint) and business case modeling
• Strategic alignment of digital sales and service models, including CRM integration and omnichannel process design
• Optimization of the marketing and sales organization through restructuring, process design and performance management
• Supporting transformations through mindset design, change journeys and targeted employee activation
• Development of actionable KPI systems to measure marketing efficiency, service quality and sales performance