The Future of Digitalization for Financial Institutions: CIB User Group 2023 for Banks 

Our first CIB User Group for private and VR banks took place in Munich on 19 and 20 October. Around 55 participants from 40 banks from all over Germany took advantage of the two-day event to discuss process and digitalization solutions with us.

Opening and welcome

Photo: CIB founder Ulrich Brandner and Managing Director Frank Seboldt at the CIB User Group 2023

CIB founder and host Ulrich Brandner welcomed the guests and opened the event: The programme offered a wide range of topics that were specially tailored to the individual needs of the audience.

Know-how transfer and exchange

In addition to the practical and professional exchange, the meeting served to build a community via our platform and as an exchange platform for customised forms or templates. 

The participants were able to deepen their experience with CIB workbench, our specialised text organization tool.

Photo: CIB digitalization expert and Managing Director Frank Seboldt with our Relationship Manager Sylvia Eberhard at the CIB User Group 2023

Tipps & Tricks und Bests Practices

The meeting was all about tips & tricks and best practices: The participants' questions were answered by each other or by our CIB consultants Sascha Proske and Georg Hehmann. In presentations and live demonstrations, current topics were dealt with in the use case, such as

  • the automation of banking applications (RPA / CIB flow)
  • digital signature processes in standard templates
  • form rule assignment in the omnichannel platform (OKP)
  • automatic invoice generation

... and many other practical topics relating to text organization!

Efficient working with workflow automation and CIB flow

The aim of the meeting was also to highlight new opportunities for even more efficient working in the future. Our digitalization expertFrank Seboldt gave the guests a detailed insight into the possibilities of automating banking applications with CIB flow.

Business Analyst Vincent Roth (PSD Bank Nuremberg) explained how CIB flow is used at PSD Bank Nuremberg "for process optimization and how it can be used to implement automation in the process flow on a low-code basis".

Photo: Business Analyst Vincent Roth (PSD Bank Nuremberg) presents the workflow management platform CIB flow

A big thank you to our guests

We would like to thank all participants for the many interesting insights into the world of bank text organisers! Our special thanks go to the speakers among our guests: Ms Stephanie Nadler (Bankhaus Max Flessa KG), Marion Reisch (PSD Bank Karlsruhe-Neustadt eG), Petra Plöger (Bank 1 Saar eG), Daniel Jakobi (Volksbank Backnang) and Vincent Roth (PSD Bank Nürnberg).

CIB hospitality in a relaxed atmosphere

As is already a tradition at all CIB events, socialising was not neglected in addition to the professional exchange. Lunch, finger food and dinner together in the picturesque Seehaus in the Englischen Garten created a relaxed atmosphere and rounded off the event perfectly.

An inspiring meeting with real added value

CIB User Group 2023 was not just an event for exchanging knowledge and experience. It also created a committed community of bank organizers who together can look back on 250 years of experience with our text organization tool. And, of course, CIB is at your side as a digitalization expert for standard document management applications. We look forward to the next meetings in 2024.

Let’s CIB!

CIB Group

Experts in digitalization