Implementation partner
Leading the way in transformation for financial services.
fintra partners AG provides relevant expertise coupled with broad experience in enabling transformation for banks and financial services organisations. Their team applies a holistic approach, from strategic design to implementation and adoption across the organisation.
Why we partner with Fintra
Fintra closes the gap between targeted outcomes and realisation for clients in private banking, universal banking, and regulated financial services. They facilitate strategic decision-making, lead interdisciplinary programmes, and steer adoption across front office and support functions. Lunnoa Automate complements that delivery with a self-hosted platform for workflows, AI agents, and governed automation inside the client's environment.
- Front office strategy, client segmentation, market coverage, and pricing transformation
- Digital banking, trading platform integration, and technology-enabled business change
- Investor protection, financial markets regulation, sustainability, and governance frameworks
- Change management, front office coaching, and sales enablement for lasting adoption
- Track record across structured products platforms, FINMA licensing, SAFe transformation, and regulatory programmes
What Fintra brings to the table
Core capabilities this partner contributes to Lunnoa Automate engagements.
Business strategy. Focused and actionable.
A clear business strategy is essential to strengthen client organisations. Fintra assists in strategic decision-making, conception, and implementation across front office strategy, client segmentation, market coverage, pricing and revenue management, and offering and value proposition design.
Business transformation. Technology-enabled.
Fintra takes leading roles in interdisciplinary teams to enable and steer business transformation, helping clients refine digital capabilities through client-centricity, innovation, and scalability. Coverage includes front office advisory process design, holistic client coverage, modular offering, digital banking, and trading platform integration.
Risk, regulation and compliance.
The evolving regulatory landscape affects financial services organisations globally. Fintra helps clients ensure regulatory compliance, establish effective frameworks, and manage impact on business models across investor protection, financial markets regulation, sustainability, risk management and controls, and governance.
Culture and sales coaching. Mindset-driven.
Fintra embraces transformation from every aspect, facilitating systematic change management with a focus on people, mindset, and impact. The team provides change management, front office coaching, sales training, communication strategy, and tailored reporting to unlock additional business potential.
Other Lunnoa partners
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