Sales
Processes
HR & Recruitment
Research & Analysis
Finance & PayrollFast establishment of a special-purpose entity and launch of operations in a new structure
Recruitment and training of the team from scratch.
Case Study
Accounting for one of the leading banks in Poland
For one of the largest banks in Poland, we have been delivering a financial intermediation project for many years, supporting customers in choosing the best financial products. The effectiveness of our work resulted in expanding the partnership to build a dedicated accounting department.
Cooperation period: from 2016 to 2023
Industry
Accounting and finance
Scale
One of the largest banks in Poland, serving over 4.5 million retail customers.
Business need
Creating an accounting department providing comprehensive support for end clients.
Area
Challenges
Organisational
Operational
Adapting accounting processes to corporate procedural requirements
Ensuring service continuity
Legal and regulatory
Full compliance with national law, banking regulations, and GDPR
Maintaining customer data confidentiality
Relationship and reputation
Protecting the bank’s reputation through consistent communication and service standards
Cooperation with multiple stakeholders
Technological
Working on the bank’s IT systems (CRM, DMS) with restricted data access.
Solutions
Rapid structure launch
We established a separate operational unit and developed an efficient recruitment and onboarding process.
Fast procedure adaptation
We introduced standardised operational processes and clear cooperation rules aligned with the client’s workflow.
Guaranteed compliance
We created compliance frameworks and a control system ensuring adherence to regulations.
Communication standards
We developed unified communication guidelines and a reporting process that protects the bank’s reputation and ensures transparency.
Secure IT system integration
We developed a secure data transfer and storage model based on encrypted connections and strict access controls.
Continuous process improvement
We regularly review processes and implement improvements to keep services aligned with client needs.
Results
70
Specialised operational experts in the dedicated accounting team
ok. 18%
Specialised operational experts in the dedicated accounting team
700
End clients served monthly
8
End clients served monthly
Turn challenges into real advantages
Use our know-how to streamline processes, reduce risk, and focus on the strategic growth of your organisation.