Strategy Transformation Consulting
Digital transformation doesn’t start with technology – it starts with a clear strategy. We support companies in using technology, data and AI as strategic levers to create sustainable competitive advantages. Our approach combines sound advice with practical implementation – from defining goals to anchoring them in the organization.
From Concept to Reality
We support your organization in implementing strategic initiatives – with pragmatic project management, technical know-how and an eye for the reality in teams and processes.
Use Technologies Effectively
Digital transformation rarely succeeds on its own. We support you in selecting and effectively integrating technologies and platforms – along your strategy.
Create a Culture for Change
Every strategy is only as effective as its acceptance. We help you establish a common understanding of change – through target group-oriented communication, participation and enabling formats.
Artificial intelligence
Artificial intelligence is no longer a future topic – but a concrete lever for optimizing, automating and further developing business processes. We support companies in using AI in a targeted and pragmatic way: with pre-configured, adaptable AI agents, clear implementation paths and a focus on sustainable integration into organization, systems and teams.
Start Faster with Pre-Configured AI Agents
Our pre-configured AI solutions are ready for use quickly and can be flexibly adapted to your processes and systems – whether as SaaS or in your own infrastructure. This allows you to quickly create concrete added value without starting from scratch.
Introduction with Structure and Acceptance
The introduction of AI is not a purely technical project. We support your organization in the change process – with training, communication and methodical introduction that focuses on benefits, security and acceptance.
Applied AI for Everyday Use
We think of AI from the perspective of benefit: as a tool for increasing efficiency, automation and decision support. Our approach is practice-oriented – with realistic use cases instead of theoretical potentials.
Data Automation
Data is the raw material for automated, intelligent processes – provided it is accessible, structured and meaningfully integrated. We support companies in building and developing data-driven infrastructures: from data strategy to technical implementation to the development of digital solutions that make automation and efficiency measurable in everyday work.
Make Data Usable – from Source to Application
We develop and structure large amounts of data through crawling, preparation and integration – as a basis for automation, analysis or the use of AI. We pay attention to scalability, security and reusability of the data infrastructure.
Strategically Anchor Automation
We identify automation potentials along your processes and jointly develop digital solutions that create real relief. Whether through individually trained AI modules or web-based applications – the focus is on concrete benefits in day-to-day business.
Transparency through Data Visualization
Good decisions need good information. We develop interactive dashboards and real-time reports that make data visible, understandable and usable – for operative control as well as for strategic planning.
Microservices API Management
Modern digital systems must be flexible, scalable and well networked. With microservices and well-thought-out API management, we create the technical basis for this: modular, maintainable and open for further development. We support companies in decoupling existing systems, quickly providing new services and selectively integrating open source applications – for digital ecosystems that grow with the business.
Scalable Microservices for more Flexibility
We develop tailor-made microservices that function independently and integrate seamlessly into your existing system landscape. The result: more speed in further developments and less dependence on monolithic systems.
Strategically Manage APIs
Good APIs are more than technical interfaces – they are enablers for innovation. We support you in the design, documentation and secure management of your APIs so that systems communicate reliably and can be used externally.
Use Open Source in a Targeted Manner
Whether CRM, DAM, CMS or e-commerce: We integrate and adapt open source solutions to your requirements – for more independence, lower license costs and maximum adaptability in your digital processes.
Business Modeling, Ideation Innovation
Digital innovation needs more than good ideas – it needs structures, methods and a clear view of the market, technology and value creation. We support companies in developing new business models and innovation approaches that are realizable, connectable and economically viable. Whether for opening up new business areas or for further developing existing offers – our focus is on measurable progress instead of theoretical planning games.
Develop New Business Models in a Targeted Manner
We work with you on future-proof business models – data-based, technologically sound and strategically embedded. We translate market and user needs into viable value propositions with a clear business case.
Structure Innovation Processes in a Structured Way
Good ideas don’t happen by chance. We create the organizational and methodological framework in which teams identify, evaluate and implement innovation potentials – iteratively, validatable and with a real customer benefit in mind.
Rethink Value Creation
Innovation does not end with the product. We analyze existing value chains, identify expansion potentials and help to meaningfully integrate digital services or platform models – as growth drivers in the core business or beyond.
Digital Marketing Branding
In the digital space, visibility determines relevance. We support companies, executives and specialists in strategically sharpening their positioning on platforms such as LinkedIn – with a clear brand image, authentic content and a structured approach. Whether corporate branding, personal branding or employee advocacy: The focus is on digital presence that builds trust and unfolds impact.
Digital Brand Positioning with Substance
Together, we develop a consistent digital brand image – from tonality to visual design to content positioning. So that your brand gains recognition and relevance in the digital space.
Personal Branding for Decision-Makers and Experts
We support individuals in developing their LinkedIn presence – strategically sound, individually tailored and practical. The goal is a profile that shows competence and contributes specifically to business or career development.
Employee Branding as a Culture Amplifier
Employees as ambassadors of the brand: We develop formats and content that enable your teams to show themselves authentically in the digital space – and thus contribute to the visibility, attractiveness and credibility of your organization.
Webservices
Webservices are more than digital interfaces – they are functional interfaces between companies and their target groups. Whether webshop, website or individual service: We design, develop and integrate web-based solutions that are technically sound, user-centered and scalable. We combine design, functionality and system integration to create a digital overall picture that is sustainable in the long term.
Websites and Shops with a Clear Structure
We design and implement digital presences that guide users intuitively, convey content clearly and reliably meet technical requirements – from the company website to the complex e-commerce setup.
Develop Individual Webservices and Microservices
For specific business requirements, we build tailor-made web services that can be seamlessly integrated into existing systems – performant, maintainable and future-proof.
Adaptation and Integration into Existing Environments
Whether expanding existing platforms or connecting external systems: We take over the configuration, integration and further development of existing web solutions – structured, documented and tailored to your infrastructure.
Further training workshops
Technological change requires not only new systems – but also new knowledge. With our training courses and workshops, we create practical learning spaces for teams and managers who want to deal specifically with topics such as AI, process automation and digital change. Whether as a pre-configured format or individually adapted: Our focus is on understandable communication, active thinking and concrete transfer into everyday work.
Convey Knowledge in a Practical Way
Our workshops combine specialist knowledge with practical application. Instead of grey theory, we explain understandably how AI, automation or digital tools can be used meaningfully in the concrete company context.
Individual Formats for Specific Goals
Whether short impulse formats or modular training series: We develop training courses tailored to your target group – in terms of content, methodology and timing, tailored to your organization and your challenges.
Shape Change through Participation
Workshops are not only knowledge transfer, but also a change impulse. We use interactive formats to promote understanding, acceptance and action competence for technological or organizational innovations.
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Achieving Your Vision
Planning for retirement is essential to your long-term financial well-being. At Finovate, our experienced team collaborates with you to identify your retirement goals and crafts a tailored, comprehensive strategy to help you achieve them with confidence.
Together to the right result
Getting to Know
We get to know each other.
In an initial conversation, we speak openly about your situation, goals and challenges – and clarify how we can provide meaningful support.
Planning
We develop a clear plan.
Together we define target images, concrete results and the path to get there – realistic, binding and tailored to your organization.
Exchange
We stay in touch.
During the collaboration, we regularly collect feedback – in order to react quickly and iteratively develop the solution further.
Implementation
We accompany you until implementation.
Whether concept, technology or change: We actively support the introduction – so that planning becomes a real impact.
