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Case study

Deutsche Börse Group
- CRM System for Client Onboarding

Successful digitalization of the client onboarding process at Deutsche Börse.

Implementation: 2021 - nowReading Time: 4 min 15 s

Client's Review from Deutsche Börse

I would recommend Server Mechanics without hesitation. The cooperation is friendly, professional, and flexible – exactly what we need in our environment," says Fernando Escobar, Director of Deutsche Börse’s Czech branch.

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Innovation in Practice: Digitalization of Deutsche Börse’s Financial Processes

About the Project: Partnership with Deutsche Börse

Deutsche Börse is an international company providing transaction services to financial markets – in addition to securities trading, it facilitates trade settlement between financial institutions.

The Challenge: System Modernization

In 2021, Deutsche Börse faced the challenge of streamlining their existing client onboarding process, which was administratively demanding. With increasing demands for speed and security, it was crucial to fully digitalize and automate the process.

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Used with the permission of Deutsche Börse Group

Why did Deutsche Börse choose Server Mechanics?

The client considered several providers when selecting an IT partner. Based on thorough interviews and a technical assessment, they chose Server Mechanics – primarily due to:

  • proven expertise, especially in financial systems,
  • the ability to quickly understand complex project requirements,
  • a professional and flexible approach.

The Solution: Strengthening the IT Team

Server Mechanics provided Deutsche Börse with experienced specialists to support the digitalization effort. The team consisted of four senior developers who worked on developing and thoroughly testing new features of the digital onboarding system.

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Used with the permission of Deutsche Börse Group

Key Technologies and Approach

Our team integrated quickly into the client’s development environment. With their extensive experience, they delivered functional, stable, and secure solutions with high added value.

Efficient and Direct Communication

The collaboration ran smoothly with minimal administrative overhead. According to Deutsche Börse, communication was open, direct, and highly effective. Server Mechanics' IT specialists were approachable while maintaining top professional standards and technical expertise.

Proactive Innovation

The delivered team was also proactive and creative – unafraid to suggest new technical solutions that significantly improved both the development process and system operations. The client explicitly appreciated the team’s ability to think “outside the box” and contribute ideas beyond the original scope.

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Used with the permission of Deutsche Börse Group

Results: Successful Digital Transformation of Clearing

The project brought significant simplification and acceleration to the key onboarding processes in currency clearing. Specific outcomes of the digitalization include:

  • faster, more accurate, and secure entry of client data into the system,
  • error reduction through process automation,
  • improved user experience for Deutsche Börse clients,
  • time savings on administrative tasks,
  • enhanced security when processing sensitive financial data.

Summary

The project with Deutsche Börse confirmed that even complex and large-scale financial processes can be successfully digitalized with the right team and open cooperation. The agency model allowed for a swift response to client needs and delivered tangible results.

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Used with the permission of Deutsche Börse Group