Graphic Recording for Insurers & Financial Service Providers

Why are Graphic Recordings and Target Images Particularly Useful for Insurers and Financial Service Providers?

Insurance and financial services are characterized by complex processes, based on invisible money and data flows.

Whether payment processing, credit granting, capital investment, risk assessment: a visualization in the form of a graphic recording or target image of the individual process steps and information flows helps all stakeholders to have the same basic understanding.

On this basis, specific questions can then be developed and the individual process sections assigned in the larger picture. For example:

Who is responsible for which process section?
How is the whole thing measured and controlled?
What IT tools are available to us?
Where are there process bottlenecks?
What concrete measures can increase efficiency?
What legal requirements must be met?

My Strength: Visual Expertise AND Thinking along about the Content

Over the years, I have created many graphic recordings and target images related to financial and insurance services. This experience allows me to quickly and efficiently immerse myself in the complex subject matter of new projects.

I not only structure and make “existing thoughts” easy to understand: If desired, I can support you – e.g., by asking critical questions or by drawing on insights from other projects – to uncover “white spots”, deepen ideas, or design communication strategies.

Examples of Visualizations for Insurers & Financial Service Providers

Below you will find some examples of graphic recordings from conferences with presentations on, among others, the following topics:

Payment services
Fintech
Instant Payment
Digital currencies
Social Commerce

I was also able to support banks, insurers, and solution providers with target images. Among others, on the topics of:

Service excellence in customer service
Customer expectations and wishes for pension products
Positioning after a bank merger
Asset Management: Organization and Functions
Sustainable investment process
Sustainable real estate management
Data Management & Reporting

How can I support you?

Are you planning a conference, corporate event or workshop and would like to find out more about the benefits and practicalities of graphic recording?

Or would you like to communicate complex issues in a visual and easy-to-understand way and learn more about the joint development of vision, strategy and target images?

If you would like to visualize yourself, you can find out more about training opportunities and my book and card set “Understanding, designing and controlling with images” here

In the download store you will find PowerPoint and workshop templates with metaphorical images.

We can discuss together how I can best support you!

Project examples in Graphic Recording for Insurers & Financial Service Providers

PAX Delegate Assembly Graphic recording on the question “What does your anticipation of retirement look like?” and target image on sustainable asset management.