„The successful transformation of the FSI requires a new IT delivery model.“

Andreas Schick, Senior Partner, zeb



Certified IT Manager (Financial Services)

Technological progress is shaping the future and requires the transformation of the financial services industry (FSI).

The high level of IT use and early adoption of technical innovations have had a massive impact on the FSI for more than 60 years and have become a key success factor for businesses.

Digital transformation is giving the tight integration of business models and IT further impetus, and technologies are increasingly becoming a necessary prerequisite for business models. Many institutions such as Goldman Sachs are already positioning themselves clearly: “We are a technology company. We are a platform.” Or, like Commerzbank, they commit to digitalization as a key strategic goal: “Our business model will become simpler, more efficient and fully digitalized. This will increase our profitability on a long-term basis.”

The German supervisory authority BaFin is following this development: “The use of information technology (IT) in financial institutions, including IT services provided by IT vendors, is of key importance to the financial industry and will continue to grow in importance.”

So how should IT organizations be positioned and set up to deliver the greatest possible value-add for a financial institution?

It is not only technology that is changing – new (non-FSI) players, the establishment of embedded finance, the disruption of value creation through BaaS/IaaS or “open banking” in dynamic platform economies are just a few buzzwords describing the current market changes.

IT is responding with a new delivery model that improves banking and insurance while allowing “more” than banking and insurance.

Small wonder that the discussion between senior management, the IT department and the business units about the positioning and setup of the IT organization is intense:

  • What IT solutions does the institution need today and in the future – based on what architectures and platforms?

  • Who should provide and manage the organizational and technical solutions – with internal resources and skills or with greater involvement of external partners?

  • How can IT be managed effectively – and how should the corresponding collaboration models to be designed?


The goal is to reconcile the three dimensions of deliverability of solutions (time-to-market), budget viability, and manageability in terms of stability, IT risks and IT security specifically for each institution.


Target audience

With the zeb.business school’s “IT Manager (Financial Services)” certificate, we want to prepare senior managers, executives and practitioners at the interface between firms on the one hand and the IT organization on the other hand for these challenges and teach them the necessary skills – also for possible fit and proper tests – enabling them to solve problems faster and make better decisions.


Certified Manager in ORG/IT for Financial Services, zeb.business school of Steinbeis University

30 ECTS credits for academic further education qualifications (6 credits per module)

Tuition fees

EUR 5,900 for five modules (including examination fee and literature)
EUR 1,390 for a single module
EUR 1,290 per module for two modules,
EUR 1,190 per module for three modules and
EUR 1,090 per module for each additional module

Study location

Berlin, Frankfurt, Munich, Münster or in-house by individual arrangement


Angeboten wird das Seminar im Frühjahr (März bis Juli) oder im Herbst (September bis Dezember) 2024

ORG/IT-Strategie und Digitale Transformation: 29.02. - 01.03.24; 05. - 06.09.24
Service-Management und IT-Sourcing: 14. - 15.03.24; 24. - 25.10.24
Manage IT und IT Risk: 18. - 19.04.24; 10. - 11.10.24
IT-Landschaften und Enterprise Architecture Management: 11. - 12.04.24; 28. - 29.11.24
Lösungen für Finanzdienstleister und Plan/Design/Build: 14. - 15.11.24
Agiles Arbeiten in der Financial Services Industry: 18.-19.07.24; 05.-06.12.2024


The six university-level modules, unique in terms of content and concept, are based on the current knowledge and practical experience of zeb. Participants are taught all the essential skills that are indispensable for today’s business models – and required by supervisory authorities.

These skills are not just relevant for all employees of banks and insurance companies but also for those who work at fintech and insurtech companies or consulting firms.

ORGIT Seminar Header
IT strategy and digital transformation

IT strategy – introduction to objectives, content and value-adds

Digital transformation – opportunities resulting from new technologies and business models

Service Management und IT Management
Service management and IT sourcing

Service management – services and processes of the IT organization

IT sourcing – achieving maximum IT value generation

Manage IT and IT risk

Manage IT – governance for IT work that makes a tangible difference

IT risk – meeting compliance and IT security requirements

ORGIT IT Landschaften
IT landscapes and enterprise architecture management

IT landscapes in the financial services industry – banking platforms and banking applications

EAM – business, IT and agile architecture management

Lösungen für FDL Plan, Design, Build
Solutions for financial service providers and project management

Designing FSI solutions – data and process management

Plan, design, build – application development today

Projektmanagement und agiles Arbeiten in der Finanzindustrie
Agile working in the financial services industry

Project management – managing IT & organizational change processes

Agile working in the FSI