In the unpredictable world of finance, customers are uncompromising when it comes to having their needs met. Agile organization can help firms stay ahead: consulting firm zeb has managed to retain the edge in a fiercely competitive market by embracing digitalization and an Agile philosophy with MeisterTask. You can enjoy the benefits too: our online task management tool is built to help you respond to user needs and market changes fast.

zeb – “Partners for Change”
The financial services industry is always changing, driven by consumer demand for new and innovative products and personalized services. Most financial service providers have embraced digitalization as they try to maintain customer centricity. The key to gaining a competitive edge? Flexibility in continuing to adopt new and emerging technologies, coupled with an Agile approach that enables more responsiveness to user needs and market changes.
As “Partners for Change”, consulting firm zeb is already ahead of the game, helping clients in finance evolve, adapt and lead in their field since 1992. Now established as Europe’s leading strategy and management consultancy for financial service providers, zeb helps banks, insurance companies, specialists and tech companies take advantage of the opportunities offered by digital transformation.
zeb’s expertise covers the entire value chain – from strategy conception through to implementation. This means they can deliver outstanding services that cover:
- Agility and new work.
- Change and organization.
- Digitalization and data.
zeb uses its expertise to create sustainable solutions for the financial service providers it serves, but it needs the best tools for the job. Let’s find out how MeisterTask plays a central role in their operations.
Agility Is Key
zeb has always based its consulting services on the latest scientific research. Convinced that going Agile is the best way to adapt to change, respond better and faster to consumer needs and make the right decisions, the company commissioned its own Agile Readiness Study. Adopting an Agile philosophy has enabled zeb to improve its own consulting services while at the same time helping its financial services clients stay competitive.
Ready to drive digital transformation in your organization? Learn how German cooperative bank Volksbank Raiffeisen Würzburg used MeisterTask to embed agile project management practices into its culture.
MeisterTask was exactly what zeb was looking for. While the Agile methodology is at the heart of zeb’s consulting services, the team also needed a tool that offered unparalleled security. Keeping sensitive data secure is a must in any industry, but perhaps even more so in the financial services industry, where hackers and fraudsters are always ready to exploit the slightest vulnerability. MeisterTask is a proven secure task management solution that Germany’s biggest banks can trust, so implementing the tool was an easy decision for zeb.
What are three of the biggest challenges that MeisterTask has enabled zeb to overcome? Let’s take a closer look.
Challenge 1: Secure Remote Work
Why MeisterTask? Its rich feature set and GDPR-compliance made it a no-brainer.
zeb was quick to recognize the need to make remote work sustainable – even before the pandemic. Despite the uncertainty and unpredictability, everyone – from zeb’s own employees to its financial services clients – still expected the same level of security and seamless service. And rightly so. The firm realized that by using tools that would benefit its own team, it would also help its many financial services clients be successful as well. So it set about finding a secure digital solution.
Looking for a tool that takes privacy and online security as seriously as you do? Learn how German state bank LBBW uses MeisterTask for secure, Agile task management in this blog post.
Marco Rubert, Head of ORG/IT at zeb, evaluated several task management tools, but only one fit the bill. “We needed a tool that complied with the strictest guidelines for customer data protection and that was capable of storing data securely,” says the IT expert. “We quickly narrowed it down to six, but MeisterTask stood out because of its rich feature set, GDPR-compliance and the location of its servers in Germany.”
Fewer Vulnerabilities, More Trust
zeb is focused on helping its financial industry clients transition smoothly into remote workflows, where security vulnerabilities are still a major concern. How do you prevent sensitive data from being hacked or misused? How do you promote trust among employees to ensure their full commitment while working remotely or from home? The answer? By implementing a secure task management tool. MeisterTask’s servers are located in an ISO 27001-certified data center in Germany and guarantee a 99.9% service uptime for paid accounts. Two-Factor-Authentication adds yet another layer of protection, keeping accounts secure even if passwords are lost or stolen.
Looking for advice on the kind of security questions you should be asking? Read our blog post on how to choose a security-conscious product.
Very quickly after implementing MeisterTask, zeb noticed several major benefits. Thanks to MeisterTask, zeb was able to streamline team communication. Not only that, there was a marked improvement in accountability among team members. With fast, real-time access to all the information they needed, zeb’s employees also became more productive. External communication with clients was also faster and easier. With little to no user onboarding required, the zeb team was able to get to grips with the tool from the get-go, meaning high user acceptance. MeisterTask was the sustainable solution zeb had been looking for.
Learn how German bank Sparkasse Mainfranken mastered remote work with MeisterTask in this blog post.
Challenge 2: “Going Agile”
Our customers are always amazed at the level of transparency that can be achieved.
In the ever-changing financial sector, where balancing market trends and consumer needs is a tough ask, Agility is key to success. The Agile manifesto can serve as a guideline, helping teams deliver value to customers faster and with fewer headaches. Prominent German banks, including Sparkasse Mainfranken, Volksbank Raiffeisen Würzburg and LBBW have all used MeisterTask to implement Agile project management. Via Kanban and Scrum frameworks, they saved time and increased efficiency: fewer meetings, fewer emails, fewer delays. This leaves more time to focus on customers and offers greater flexibility in implementing change.
zeb believes that the secret to Agile success is how quickly users accept new tools. Pascal Uhl, Senior Manager in the Practice Group Merger & Integration Management, sees this as a key factor when introducing MeisterTask. “Most customers are new to virtual projects and Agile methods. When I’m working with teams, there’s always an Aha! moment when they realize how transparent, clear and simple communication can be when it’s kept on-task. Everyone in the team can keep track of what’s going on centrally and in real time.”
Weighing up the pros and cons of implementing a new software tool? Learn why software acceptance is the key to unlocking the potential of your task management tool.
There’s little to no user onboarding with MeisterTask. You can get productive straight away without any tutorials.

Herfurth Justus, Manager Digital Financial Services, is head of the digital unit “Tabularaza by zeb” – a trailblazer for digital transformation in the banking and insurance industry. He was impressed by MeisterTask’s easy implementation and how quickly new users could get on board. “Users have no problem getting to grips with the tool. It’s so intuitive, easy to use and centralizes communication on the task. Teams love the trial and error aspect, which makes getting to know your way around the software much more fun,” says Justus.
Want to increase user acceptance and get even more out of MeisterTask? Learn about integrations with some of the most popular tools around.
Challenge 3: Master Change
MeisterTask’s features for assigning roles and permissions and streamlining communication just make life so much easier.
Another challenge facing both consultants and service providers is how to set up banking projects to be both scalable and efficient in the long term. The solution? A task management tool that does the heavy lifting for you. A feature loved by MeisterTask’s users: automations. MeisterTask saves teams time by automating recurring workflow steps, increasing efficiency and consistency.
What is a “culture of success”? Read this transformation study by zeb to find out.
Financial and banking projects involve so many moving parts, different stakeholders and vast amounts of sensitive data. The best way to manage data access and keep communication transparent? A task management tool that puts you in charge of who can see and do what in projects. zeb uses roles and permissions in MeisterTask to assign different roles and permissions to project collaborators. For the project members who need to know, the centralized communication and collaboration that MeisterTask offers is a huge benefit: changes are instantly visible, which makes it possible to keep stakeholders aligned.
Thorsten Ströhl, Senior Manager at zeb, says that every single project with MeisterTask has been a breeze to implement. He’s been using the tool since 2015 – privately at first, before then introducing it to his colleagues. He loves MeisterTask because it makes even the most complex tasks and projects easy to manage: “MeisterTask’s Kanban-style project boards are a godsend when it comes to managing backlogs and structuring sprints. My team uses it day-to-day to manage all our projects,” says Ströhl.
Be Prepared
The only certainty is that nothing is certain. However, with a task management tool like MeisterTask you can be well prepared for almost anything. MeisterTask helps organizations like zeb to empower their clients to deal with change faster, more flexibly and more effectively. Their motto: less reactive, more proactive. Like zeb’s clients, you can evolve, adapt and lead in your field. If data security is as important to you as it is to us – and to zeb – and if you’re looking for task management software that your team simply loves to use, then look no further. Why not make MeisterTask the cornerstone of your digital transformation strategy?
Ready To Be Less Reactive, More Proactive?
Shape Your Own Digital Future With MeisterTask.
Get Started
For my thesis, I consulted a lot of information, read your article made me feel a lot, benefited me a lot from it, thank you for your help. Thanks!
I have read your article carefully and I agree with you very much. This has provided a great help for my thesis writing, and I will seriously improve it. However, I don’t know much about a certain place. Can you help me?
Thank you for your sharing. I am worried that I lack creative ideas. It is your article that makes me full of hope. Thank you. But, I have a question, can you help me? https://accounts.binance.com/fr/register-person?ref=V3MG69RO
After reading your article, it reminded me of some things about gate io that I studied before. The content is similar to yours, but your thinking is very special, which gave me a different idea. Thank you. But I still have some questions I want to ask you, I will always pay attention. Thanks.
Thank you for your sharing. I am worried that I lack creative ideas. It is your article that makes me full of hope. Thank you. But, I have a question, can you help me? https://accounts.binance.com/tr/register?ref=V3MG69RO
What i do not realize is actually how you’re no longer
actually much more well-preferred than you might
be right now. You are very intelligent. You recognize thus significantly when it comes to
this topic, made me individually believe it from a lot of
varied angles. Its like women and men don’t seem to be involved until
it’s something to do with Girl gaga! Your individual stuffs
excellent. At all times care for it up!
I am a website designer. Recently, I am designing a website template about gate.io. The boss’s requirements are very strange, which makes me very difficult. I have consulted many websites, and later I discovered your blog, which is the style I hope to need. thank you very much. Would you allow me to use your blog style as a reference? thank you!
Every wekend i used tto pay a quick visit tthis webb page, ffor the reason tat i
want enjoyment, for the reason that this this site conastions genuinely good funny data too.