Case Study: Bonnfinanz digitizes business processes with Helmes middleware integration

How Helmes Helps the German Company Bonnfinanz Digitize Its Business Processes

The German financial services advisor Bonnfinanz was faced with the challenge of establishing its own IT systems within 18 months after becoming an independent company. Without an in-house IT team, they needed a reliable partner to integrate their internal systems and external partners' resources with a central middleware platform to enable automated data flow and provide their 450 consultants with real-time access to customer data. Helmes was selected as the integration partner to tackle this complex challenge involving over 20 different technologies and data structures.

Helmes implemented the Aurea Messenger middleware platform to create a seamless data exchange layer. This solution automated the data flow between all systems, processing approximately 5 million records related to contracts and fees and eliminating the manual handling of 250,000 paper documents annually. The work by Helmes ensured that 100% of customer data is now up-to-date and accessible, providing Bonnfinanz with a significant competitive advantage through digitalized and automated business processes.

Bonnfinanz