Governance of the Real Estate Portfolio of a Major Italian Banking Group

A leading Italian banking group adopted a unified digital platform to govern its real estate portfolio, overcoming application fragmentation and centralizing data, processes and information.
Based on an advanced Asset Information Model, the solution integrates modules for Property, Facility, Space and Risk Management and interoperates with the organization’s core systems. Today it supports the structured management of a nationwide distributed portfolio, ensuring control, continuity and operational reliability.

 

Client: Leading Italian banking group

 

Sector: Finance

 

Challenge: To consolidate knowledge of the real estate portfolio and improve the efficiency of governance and management processes. The primary objective was to replace the existing application ecosystem with a single standard platform capable of governing more than 40 real estate macro-processes and effectively interoperating with core corporate systems (ERP, HR and other platforms).

Integrated Logistics Management for the Banking Sector

Optimize logistics and supply management to support the branches of a banking group, ensuring efficiency, sustainability, and regulatory compliance. With SCOOP, we developed an integrated solution that combines a proprietary IT platform with a centralized logistics hub, capable of managing supplies, standardizing processes, and supporting the operations of branches and financial advisors across Europe. The project led to improved service quality, cost reduction, and the adoption of sustainable practices, contributing to the client’s ESG objectives.

 

Client: Leading European Banking Group

 

Sector: Banking and Financial Services

 

Challenge: Improve the management of peripheral supplies, standardize processes, control costs, and ensure regulatory compliance.

 

 

Document Accessibility for Banking Clients

A European banking institution adopted RED, integrated with the PAM system, to ensure document accessibility without modifying existing templates. Thanks to a parametric approach, regulatory compliance was achieved within the expected timeframe and at a contained cost.

 

Client: European Banking Institution

 

Sector: Finance

 

Challenge: Ensure document accessibility without invasive changes to existing templates.

Digitalization of Regional Requests in the Insurance Sector

The goal of the European insurance group was to centralize the management of regional requests in order to improve control and increase operational efficiency. With SCOOP, we configured a platform integrated with the company’s systems, capable of fully managing orders, monitoring activities in real time, and analyzing performance. The project led to increased efficiency, reduced operational costs, and greater transparency in processes between headquarters and local agencies.

 

Client: Major European Insurance Group

 

Sector: Insurance

 

Challenge: Centralize the management of requests from the field to improve control and efficiency.

Data Distribution Evolution for Market Risk

Our client, a major financial institution, aimed to enhance data support and boost the productivity of data users within the risk assessment and management area. With BRAINSIGHT, we developed a new 4+ TB Data Lake and introduced “Business Islands” — logically and dynamically segregated data environments — to support cross-departmental evaluation and decision-making processes.

 

Client: Major Italian Banking Group

 

Sector: Banking and Financial Services

 

Challenge: Centralize and optimize data access for Market Risk operations.

Third-Party Risk Management in Compliance with DORA Regulation

To prepare for the DORA regulation, a financial institution automated its third-party risk management (TPRM) using CYBER-HUB. The solution centralized TPRM processes and automated the Information Register, reducing both errors and operational workload. The 2024 dry run confirmed full compliance, paving the way for a Group-wide rollout of the project in 2025.

 

Client: European Financial Institution

 

Sector: Finance

 

Challenge: Align cybersecurity risk management processes with DORA regulatory requirements.

Integrated Security Posture Analysis for a Banking Institution

To strengthen its threat detection and response capabilities, an Italian credit institution adopted CYBER-HUB solutions, combining active and passive scanning technologies with a managed security service. The solution provided a comprehensive and integrated view of the IT perimeter, enhancing operational resilience and reducing risk in a complex environment.

 

Client: Historic Italian Credit Institution

 

Sector: Finance

 

Challenge: Enhance threat detection and response capabilities within a complex IT perimeter.

Centralization of Document Composition in the Insurance Sector

A leading Italian insurance company chose RED to replace fragmented document composition systems across entities and business lines. Centralizing processes on the platform simplified the application architecture, consolidated internal expertise, and reduced operational costs.

 

Client: Leading Italian Insurance Company

 

Sector: Finance

 

Challenge: Replace fragmented document composition systems across entities and insurance branches.

Unification of Document Processes in the Banking Sector

A leading European banking institution needed to streamline document composition across both on-demand and bulk workflows, ensuring greater control and standardization. The entire document architecture was redesigned and centralized on the RED platform. The result: fewer templates, faster updates, reduced operational costs, and always-compliant content.

 

Client: Leading European Banking Institution

 

Sector: Finance

 

Challenge: Improve the efficiency of document generation while ensuring standardization and compliance.

Digitalization of Facility Management Processes in the Insurance Sector

A national insurance company chose DARMA to digitalize its facility management processes. The modular platform handles ticketing, space, and system management, enabling the tracking of 150,000 pieces of equipment and the efficient monitoring of 470,000 m², with over 25,000 tickets managed each year.

 

Client: Nationally Recognized Insurance Company

 

Sector: Insurance

 

Challenge: Automate and improve the efficiency of facility management processes and supplier coordination.

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