SWI Finance- Your partner in the financial services sector

Since our foundation, SWI Finance has placed a special focus on analysing performance in the financial services sector. Our expertise includes the design of internal and external customer relationships at banks and insurance companies, the evaluation of contact and service quality as well as continuous monitoring of the competition. Over the years, we have built up a strong and extensive expertise in this area.

Our services

Expertise in the financial services sector

We co-operate with renowned media such as Handelsblatt and Finanzenverlag, which commission us to carry out comparative studies. Our analyses offer consumers meaningful and independent decision-making aids when choosing financial products. Well-known studies such as ‘Best Bank’ and ‘Best Mortgage Provider’, which we carry out on behalf of the Finanzenverlag, have been recognised publications of SWI Finance for over 20 years.

Customised solutions for banks and insurance companies

With over 30 years of market research expertise, we offer banks and insurance companies customised solutions. We provide you with valuable information for your current and future decision-making processes.

Our services at a glance

Gaining a comprehensive understanding of the market

  • Market and competitor observations/benchmarking: Gain a clear overview of the market and your competitors.

Know your own performance in the market

  • Service analyses through mystery activities: Gain detailed insights into the quality of your customer service.
  • Service provider quality assurance in BPO processes: Ensure that your outsourcing processes meet the highest quality standards.

Realise the customer perspective

  • Process analyses: Optimise your processes, for example in the areas of apps, onboarding and self services.