Process Automation
For Financial Services

Digitalize business processes to increase efficiency, reduce costs, boost employee satisfaction and enhance customer experience

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Our Bootcamp in brief

Get Defined, Get Skilled, Get Results

Francesco Di Cugno, Managing Director, Convolut GmbH
Francesco di Cugno
Your Digitalization Coach
089 80035334

Who it is for

  • Chief Information and Digital Officers
  • Chief Financial Officers
  • Accountants & Controllers
  • IT-Managers


German, English, Italian


2 to 4 weeks based on your needs

Team Size

Different options are available. From one-to-one coaching to workshops for teams of up to 7 members.


The workshop series can be conducted online, on your premises, or in hybrid mode.

Why this workshop
is perfect for you

You’ll benefit from the workshop series if...

European SMEs that expect digitalization to have a positive impact on their business.

Source: KWF

  • You’re a medium-sized German enterprise that wants to improve business processes via digitalization, especially in finance, reporting, and administration.
  • You want to future-proof your business and develop unique competitive advantages in the market.
  • You’re looking for ways to boost efficiency, reduce costs, improve customer experience and enhance employee engagement.
  • You want to upskill your team and improve your in-house digital capabilities.
  • You need clarity and confidence in how process automation will impact your business.

Why Choose Us?

You trusted innovation partner


We believe successful digitalization starts and ends with your business. This is why we take the time to understand your business goals to ensure technology aligns and supports your business.


Our vision is to bridge the gap between business and IT through an analytical approach that leads you on your way to leveraging new technologies with confidence.


We’re confident your business will gain with us the skills and tools to succeed in digital transformation. This is why we offer a money-back guarantee1 if you’re unsatisfied 48 hours after the first workshop.
1 Restrictions for in-person workshops apply.

What will you achieve

In today’s disruptive market, competition is fierce with more businesses reinventing their processes to work faster and deliver greater value.

Effective process automation goes beyond technology and aligns with your people and business goals.

Based on the Convolut™ Digitalization Framework, we take an analytical approach to upskill your organization and help you establish successful automation in your processes.

Our multi-part workshop series focuses on one critical process in your business. We first evaluate the process and the environment in which it operates to understand the optimization required. We then leverage technology you may already have and not utilize or look at a new solution to streamline your process.

Contact us with your questions

We will be happy to answer questions about automated streamlining and how it can help your business optimize its efficiency and profitability.

Talk to our consultants

Get our definitive guide to digital transformation!

Available Packages

Innovate at your own peace

Team Training
Learning Experience

  • Process optimization through automation training for a team of up to 7 members
  • Template library with assessment methods with 20 team member licenses
  • Online, in Munich, or on your premises

Bootcamp Project
Best Value

  • Everything from Team Training
  • Bootcamp project for teams of up to 7 people
  • Unlimited email support for one week after the project ends
  • Access to exclusive discounts on selected Microsoft products
  • Online, in Munich, or on your premises

Individual Coaching
Fully custom experience

  • Individual coaching
  • Unlimited email support during project time + 2 weeks after the project end
  • Online or in Munich

We ensure you’re equipped with the knowledge, skills and tools to successfully execute process automation that meets your business goals and is easily adopted by your team.

Book an obligation-free call

Your business's future starts here

What was once a trend adopted by some is now a necessity for every business. We help you seize process automation today to prevent obstacles tomorrow.

Most business processes can be automated without turning them entirely upside down. Often you already own the right tools and have to use them at their full potential. With the satisfaction guarantee, you know that you are on the safe side and that we bear the risk completely.

Uncover your potential and book a time to speak with us today.

Learn More Request a quote
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Bring your business
to the next level

Do not postpone until tomorrow,
what you can get done today

Start now!