Fleet management for finance & insurance

When control is critical, digital workplaces must be structured.

The finance and insurance industry is highly regulated and at the same time under increasing pressure to transform. The TKD ensures that smartphones, tablets and notebooks can be procured and managed securely, transparently and centrally.

An industry under regulatory pressure

The finance and insurance industry is among the most heavily regulated sectors in Europe.
Trust, data security and stability are key prerequisites for business operations.

At the same time, the requirements for digital workplaces are continuously increasing:

Increasing regulatory requirements (e.g. DORA, BaFin, EBA)

High requirements for data protection and data security

Increasing complexity due to hybrid working models

Growing pressure to standardise IT structures

Need for complete transparency and traceability

Mobile IT Assets in Use

Smartphones, tablets and mobile devices are key tools in the finance and insurance industry for accessing systems, data and processes.

Mobile IT assets are access points to sensitive data—and therefore part of the security architecture.

Branches & offices

In branches and offices, mobile devices enable flexible advisory services, access to applications and secure interaction with customers—independent of a fixed workstation.

Advisory services & field service

In field service, smartphones and tablets form the basis for digital advisory services, contract signings and direct access to systems—anytime and anywhere.

Back office & administration

In the back office, notebooks and tablets support hybrid working models and enable secure access to internal systems, documents and processes.

Management

For management, mobile devices provide direct access to KPIs, reports and systems—regardless of location and time.

Partners & external service providers

External partners and service providers also access systems. Mobile devices must be securely integrated, controlled and managed.

The real challenge

The complexity does not arise from the individual devices—but from a lack of transparency and control over their use and LifeCycle.

Typical challenges

lack of visibility into IT assets and their usage
unclear LifeCycle processes and responsibilities
risks in employee onboarding and offboarding
manual and inefficient administration processes
increasing requirements for auditability and compliance

Devices are direct access points to sensitive data and systems.
Lack of control can lead to security risks, compliance violations and operational issues.

Control over devices means control over data.

Mobile solutions for finance & insurance

Security & compliance

Security and compliance requirements in the finance and insurance sector are not optional—they are mandatory.

The TKD integrates security policies, access controls and compliance requirements directly into the workplace concept—especially for mobile devices and distributed user structures. With mobile device management solutions, Unified Endpoint Management and other integrated security solutions, it is ensured that data is protected at all times and regulatory requirements are met.

Procurement & service management

Procurement and LifeCycle concepts that adapt to regulatory requirements and organisational structures.

Standardised processes and integrated service management ensure that devices are provided, managed and operated efficiently.

IT Asset Management with WorkplaceNow

With IT asset management within WorkplaceNow, companies gain complete transparency over all devices in use.

Usage, LifeCycle status, access and costs are centrally visible, enabling controlled management of mobile devices within the organisation.

LifeCycle & Fleet Management

Central control of mobile IT assets across locations, user groups and organisational units.

LifeCycle processes—from provisioning and use through to replacement and return—are clearly defined and managed in a traceable way. This creates the basis for secure, standardised and auditable processes.

Integration into existing IT landscapes

No replacement—controlled integration.

The TKD integrates into the existing IT and system landscapes of banks and insurers.
This includes connections to mobile network operators and carriers as well as integrations into existing platforms, for example with Microsoft or ServiceNow.

This creates a workplace system that extends existing structures without replacing them—while enabling central control and governance.

Services

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