Bank Gutmann

Cloud shift for more potential and less effort

The Austrian Bank Gutmann initially used the BSI Customer Suite on-premises. However, this version did not contain all of the software’s modules and low-code/no-code options. Without a shift to the cloud and to a SaaS solution, business processes and the connection to Accenture ARZ would have been complex. In addition, extensive updates and high-maintenance server operation would have continued to tie up IT resources.

22

Interfaces configuratively integrated on BSI EIP

100%

FMA/DORA compliance in cloud environment

3

Months until successful go-live

Logo von Gutmann Private Bankers – exklusive Privatbank für Vermögensverwaltung, Investmentlösungen und maßgeschneiderte Finanzberatung.

About the customer

Bank Gutmann Aktiengesellschaft is a 100% owner- and partner-managed private bank based in Vienna. Since 1922, the bank has been run as an independent family business and has since established itself as the market leader in asset management and investment consultancy in Austria. Around 250 employees develop individual strategies – well thought-out, sustainable and with a clear focus on personal service.

Gutman focuses on future viability

The vision for the project was a modern, release-capable platform that offers flexible low-code/no-code options and is designed for DORA and FMA compliance. The BSI Customer Suite in the cloud proved to be the ideal solution: New features can be implemented faster, more easily and without programming effort. It also offers the necessary compliance and seamless integration into the ecosystem via configurable interfaces.

Clear target image in favor of efficiency and compliance
Gutmann expected a noticeable IT relief effect as well as a significant expansion of digital options in customer advisory services in order to provide even greater support for personal customer advice. With a view to the planned connection to the Accenture ARZ core banking system, Gutmann decided on a rapid cloud shift with BSI Software, thus benefiting directly from configurable interfaces and accelerated, simplified processes.

Cloud shift in just 3 months – without downtime

The shift to the cloud and to the SaaS solution of the BSI Customer Suite was carried out based on clearly defined premises: Neither the work in the Gutmann customer service department was to be impaired, nor the conversion to the new core banking system delayed. The team consisting of two Gutmann technicians and two BSI developers worked together professionally to achieve this.

Smooth connection to the core banking system
The migration was completed in just three months – from pre-production to go-live. Gutmann’s BSI Customer Suite meets all DORA and FMA requirements, is connected to the Accenture ARZ core banking system with 22 configurable interfaces and runs via Microsoft Azure. In addition, BSI’s agnostic multi-cloud strategy offers flexible cloud switching within 72 hours.

Migration with a tailwind from an established partnership

The long-standing, trusted collaboration between Gutmann and BSI Software formed a solid basis for the ambitious cloud project, which was characterized by a high degree of flexibility, customer focus and professionalism. Thanks to BSI Software’s customer- and solution-focused approach, even special challenges, such as processing personal data during the project, connecting complex interfaces to third-party providers or changing requirements during the project, could be resolved.

Project result with clear added value
The original pain points, such as IT resource commitment and expenses in project implementation and process development, have been eliminated. The cloud jump and the version upgrade provide Gutmann with new functionalities, optimizations and opportunities to maintain customer contact and customer care at the highest level in the future. Gutmann will gradually implement more and more business processes via the BSI Customer Suite, thereby reducing system discontinuities, among other things.

Porträt eines älteren Mannes im Anzug mit blau-weißer Krawatte vor verschwommenem Hintergrund mit Bäumen und Bergen.

“With the BSI Customer Suite, we have a central cockpit, from which we benefit on all levels. It significantly facilitates integration in the back end and customer support in the front end.”

Stephan Wasmayer

Management board Operations / Technology & IT Business Development

Portrait of a smiling woman with blonde wavy hair in front of a mountain and forest landscape background.

“The simple integration of the 22 configurable interfaces on BSI EIP has significantly simplified and accelerated the changeover to the new ARZ core banking system.”

Silke Mesenich

Head of Private Clients Projects Gutmann

Success in numbers

22

Interfaces configuratively integrated on BSI EIP

100%

FMA/DORA compliance in cloud environment

3

Months until successful go-live