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Financial Services Specialists

We are a company with 13 years of experience in digital transformation and IT consulting

Our team consists of specialists with a proven track record in developing systems and applications for the insurance and distribution industries

On a daily basis, we manage dozens of projects for Polish partners and global brands listed on the NASDAQ-500

We also have ISO22002 certification

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92 Talented People

357 Completed Projects

17
Global Brands

60% Client Referrals

14 Years In The Market

99% Positive Reviews

about omega code

/ experienced specialised management

Omega Code is a Polish software house specialising in technology, providing both consultancy and implementation services. We work with clients across various sectors, including financial and insurance services, pharmaceuticals, e-commerce, and industry and energy.

Our company develops and maintains platforms in Poland, the United Kingdom, Slovakia, the Czech Republic, Mexico, Hungary, the USA, and Sweden. We are a team of nearly 100 professionals, all driven by a shared passion for advanced IT services.

Our team comprises business consultants, analysts, developers (specialising in web, server applications, business intelligence, integrations, and robotic process automation), testers, and administration and DevOps specialists.

We have offices in Warsaw, Białystok, and Cardiff.

Founded in 2011, Omega Code has successfully worked with over 70 clients to date, delivering tailored solutions and exceptional service across multiple industries.

Financial Services

The financial services industry is undergoing a profound digital transformation, driven by evolving customer expectations, regulatory demands, and the need for operational efficiency. To remain competitive, financial institutions must harness the power of data, deliver personalised customer experiences, and streamline complex workflows. A unified platform that integrates data, content, and experience management is essential for addressing these challenges and unlocking new opportunities for growth.

By centralising customer and operational data into a single source of truth, financial institutions can eliminate silos, ensure data accuracy, and enhance collaboration across departments. This approach not only simplifies decision-making but also enables organisations to deliver hyper-personalised experiences, tailored to the needs and preferences of individual customers. Automated workflows further optimise processes such as customer onboarding, loan approvals, and compliance reporting, allowing businesses to improve service delivery while reducing costs.

Scalability and agility are critical in today’s fast-paced financial landscape. With flexible tools that support seamless integration with legacy systems, financial institutions can quickly adapt to changing market demands, introduce new products, and scale their operations efficiently. Combined with robust analytics and advanced security features, this comprehensive solution empowers financial services organisations to stay compliant, foster customer trust, and drive long-term success in an increasingly competitive environment.

Financial Services Clients & Projects

Custom Solutions to Boost Performance, Drive Traffic, and Maximise Sales

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PHINANCE

In 2024, Phinance.co.uk, a leading financial portal, implemented a Content Management System (CMS) on the Pimcore platform to enhance the efficiency and flexibility of its content management processes. The new CMS streamlined editorial workflows, reduced the time needed to publish changes, and allowed for better integration with other systems, transforming the way Phinance managed its growing content and website functionality.

REAL FULL CASE STUDY
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ONE MONEY MAIL

One Money Mail entrusted us with the critical task of managing their IT infrastructure and operating systems. The collaboration aimed to bolster the organization’s security, streamline system operations, and ensure seamless functionality of a wide array of applications and services. Our solutions provided robust operational efficiency and enhanced system reliability, reinforcing One Money Mail’s technological foundation.

REAL FULL CASE STUDY
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TOTAL MONEY

In 2024, Total Money implemented a cutting-edge system designed to efficiently handle online transactions, from sales creatives to campaign management and partner billing. The platform streamlined the entire process, from creating advertising materials to managing billing for business partners and website owners, ensuring greater control and efficiency in online sales operations.

REAL FULL CASE STUDY
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COMPENSA (VIG)

In 2020, Compensa sought to enhance the efficiency of its insurance products sales platform and associated sales tools. The objective was to provide a solution tailored to the sale of insurance products and services, streamlining the sales process, and improving customer service. The platform needed to accelerate sales processes for field salespeople, handle payment processing, manage calculations, and support tasks like surveys and document generation.

REAL FULL CASE STUDY
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ECHO INVESTMENT

Omega Code partnered with Echo Investment, a prominent real estate developer in Poland, to implement an Enterprise Service Bus (ESB) integration platform. This solution addressed challenges such as fragmented data storage and manual processes, streamlining operations, enhancing data integrity, and fostering business agility.

REAL FULL CASE STUDY
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VIENNA LIFE (VIG)

In 2020, Vienna Life, a part of the Vienna Insurance Group, sought to enhance the efficiency of their sales and customer service operations. They required a dedicated CRM platform tailored to the needs of financial product providers, accompanied by advanced sales tools. The goal was to streamline their sales and customer service processes, improve data flow, and optimise their overall infrastructure.

REAL FULL CASE STUDY

Whay do we do?

/ our services for the Financial sector

DIGITAL TRANSFORMATION STRATEGY & IMPLEMENTATION

IT PROJECT CONSULTANCY STRATEGY & IMPLEMENTATION

DIAGNOSTICS & PROBLEM SOLVING & INTEGRATIONS

PROJECT TAKEOVER, MIGRATION & MAINTENENCE

Benefits for Financial Services

Custom Solutions to Boost Performance, Drive Traffic, and Maximise Sales

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Centralised Data

Pimcore provides a single, unified platform to consolidate customer, product, and transactional data from various sources. By eliminating data silos and centralising information, financial institutions can ensure consistency and accuracy across departments. This streamlined approach enhances collaboration, reduces redundancy, and allows employees to access up-to-date data quickly and efficiently, enabling more informed decision-making.

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Personalised Experiences

With Pimcore, financial institutions can leverage real-time customer insights and behavioural data to create hyper-personalised interactions. Whether delivering tailored recommendations, customised product offerings, or relevant content, the platform ensures that every customer engagement feels meaningful and unique. By enhancing personalisation, businesses can foster stronger relationships, build trust, and drive customer loyalty.

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Streamlined Workflows

Pimcore automates complex and time-consuming processes such as customer onboarding, loan approvals, and compliance reporting. By reducing manual intervention and minimising errors, automation enables faster and more efficient workflows. Employees can focus on value-added tasks, while customers benefit from quicker responses and improved service delivery, boosting overall satisfaction.

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Multi-Channel Engagement

Ensure consistent communication and branding across all customer touchpoints, including online portals, mobile apps, email, and in-branch services. Pimcore enables financial institutions to deliver a seamless and cohesive customer journey, regardless of the channel, ensuring that customers experience the same level of service and professionalism wherever they interact with the business.

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Faster Product Launches

Pimcore’s flexible tools and composable architecture empower financial institutions to rapidly introduce new products, services, or campaigns. Whether adapting to market trends or launching innovative solutions, the platform allows businesses to respond quickly and efficiently, giving them a competitive edge.

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Compliance & Security

Financial institutions operate in a heavily regulated environment, and Pimcore ensures full compliance with data protection regulations such as GDPR. With robust data governance features, detailed audit trails, and enterprise-grade security measures—including role-based access control and encryption—organisations can safeguard sensitive information and maintain customer trust.

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Cost
Optimisation

By centralising data, automating workflows, and enhancing collaboration, Pimcore helps financial institutions reduce operational costs. By eliminating inefficiencies and duplications, organisations can allocate resources more effectively, focusing on strategic growth initiatives and customer-centric innovations.

Services for the Financial Sector...

  • Customer Onboarding Automation
  • Personalised Financial Advice
  • Centralised Marketing Asset Management
  • Multi-Lingual Customer Portals
  • Real-Time Data Insights
  • Automated Compliance Reporting
  • Enhanced Loan Processing
  • Fraud Detection and Prevention
  • Product & Service Personalisation
  • Wealth Management Solutions
  • Data-Driven Customer Retention
  • Agent & Partner Portals

Financial Services...

Custom Development

System Integration

Risk
Management

Regulatory Compliance

Fraud
Detection

Data Analytics & Reporting

AI & ML for Forecasting

Cloud ERP for Financial Data

Mobile Banking Solutions

Digital Asset Management

Payment
Gateways

Blockchain Solutions

Features for Financial Services

Custom Solutions to Boost Performance, Drive Traffic, and Maximise Sales

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Unified Data Platform

Pimcore’s CDP consolidates customer data from multiple touchpoints, including online interactions, in-branch visits, and third-party systems. The platform creates a comprehensive, 360-degree view of each customer, enabling institutions to gain deeper insights into behaviours and preferences. This unified view supports more informed decision-making and enables tailored service delivery.

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Digital Asset Management

Pimcore’s DAM serves as a central hub for managing all marketing materials, compliance documents, and customer-facing assets. By centralising these resources, financial institutions can ensure easy access, consistent branding, and secure sharing across teams. The DAM’s scalability supports even the largest asset libraries, helping businesses stay organised as they grow.

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Multi-Channel Publishing

With Pimcore, financial institutions can manage and publish content seamlessly across multiple channels, including websites, mobile apps, customer portals, and social media platforms. This ensures consistent and accurate information delivery, streamlining communication efforts and improving the overall customer experience.

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Workflow Automation

Pimcore’s powerful automation tools streamline complex processes like customer onboarding, credit assessments, and compliance checks. By automating repetitive tasks, businesses can reduce turnaround times, enhance accuracy, and focus resources on strategic initiatives.

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Personalisation Engine

Pimcore’s AI-driven personalisation capabilities enable financial institutions to offer bespoke products, targeted campaigns, and relevant content tailored to individual customers. By understanding customer needs and preferences, businesses can create engaging experiences that build loyalty and trust.

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Core System Integrations

Pimcore seamlessly integrates with legacy banking systems, CRM platforms, and ERP solutions, ensuring smooth data exchange and enhanced functionality. This integration bridges the gap between existing systems and modern digital tools, creating a cohesive and efficient ecosystem.

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Analytics & Reporting

Pimcore provides robust analytics tools to monitor performance metrics, customer behaviours, and market trends. These insights enable financial institutions to make data-driven decisions, optimise operations, and identify growth opportunities. Customisable dashboards offer a clear overview of key metrics for improved decision-making.

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Flexible Template Management

Pimcore allows financial institutions to create reusable templates for contracts, financial statements, marketing materials, and more. This ensures consistency across documents and reduces the time spent on administrative tasks, allowing teams to focus on delivering exceptional customer service.

Multi-Sector Expertise

Custom Solutions to Boost Performance, Drive Traffic, and Maximise Sales

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Enterprise Ecommerce

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Financial Services

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Insurance Services

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Pharmaceutical

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Energy & Industrial

OUR CLIENTS

/ Over 13 Years Experience with Blue Chip Clients
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COMMON FINANCIAL QUESTIONS

We provide ongoing support and maintenance services to ensure your system remains up-to-date, secure, and optimised for performance.

Our packages are flexible to meet your needs as your business grows.

NEW PROJECT

A unified platform centralises customer data from all touchpoints, including online portals, in-branch visits, mobile applications, and third-party systems, into a single, consistent repository. This comprehensive approach creates a 360-degree view of each customer, providing deeper insights into their behaviours, preferences, and needs. By eliminating data silos and ensuring data accuracy, financial institutions can personalise their services, improve decision-making, and deliver consistent customer experiences across all channels. This approach also reduces redundancies, enhancing operational efficiency and collaboration between teams.

Digital asset management (DAM) allows financial institutions to centralise and organise all digital assets, including marketing materials, compliance documents, and training resources. This ensures that teams have quick and secure access to up-to-date and consistent assets. DAM enhances collaboration between departments, streamlines content creation, and simplifies the distribution of assets across various channels and regions. For example, global campaigns can be easily adapted to regional requirements without compromising on branding. By ensuring a single source of truth for all assets, DAM reduces errors, saves time, and ensures compliance with regulatory requirements.

Automation significantly reduces the time and effort required to execute repetitive tasks such as customer onboarding, credit assessments, and compliance reporting. Automated workflows minimise the risk of errors, ensure consistency, and speed up processes. For example, customer onboarding workflows can automatically verify documents, perform KYC checks, and activate accounts without manual intervention. This allows employees to focus on more strategic tasks, such as building customer relationships or developing innovative products. Automation also improves scalability, enabling financial institutions to handle increased demand without a proportional increase in resources.

Yes, robust data governance features ensure that financial institutions can maintain compliance with stringent regulatory requirements, such as GDPR, AML, and KYC standards. The platform provides detailed audit trails, ensuring that all data-related activities are tracked and documented for regulatory reviews. Automated compliance reporting reduces the administrative burden, while role-based access controls protect sensitive information by restricting access to authorised personnel. These tools not only make compliance easier to manage but also help build trust with customers by safeguarding their data.

By consolidating customer data and leveraging real-time analytics, a centralised platform enables financial institutions to deliver highly tailored financial services. For example, based on transaction history and behavioural data, customers can receive personalised recommendations, such as tailored loan offers, investment opportunities, or customised savings plans. Personalisation fosters stronger relationships with customers, as they feel valued and understood, which in turn drives loyalty and increases customer retention. This level of personalisation also improves conversion rates, as the services and products offered are more relevant to the individual.

Marketing teams can use the platform’s advanced analytics and centralised campaign management tools to create highly targeted campaigns that resonate with specific customer segments. For instance, by analysing customer data, financial institutions can identify trends and preferences, enabling them to design personalised offers or promotions. Real-time tracking and performance metrics allow marketing teams to adjust campaigns on the fly, ensuring they remain relevant and effective. The platform also supports multi-channel marketing, enabling businesses to reach customers through their preferred communication channels, such as email, mobile, or social media, maximising campaign reach and ROI.

Yes, the platform ensures seamless and consistent communication across all customer touchpoints, including websites, mobile apps, email, in-person services, and social media. By unifying customer engagement, financial institutions can deliver a cohesive experience, regardless of how or where the customer interacts with the business. For example, a customer could start a loan application online and finish it in a branch without needing to repeat information. This omni-channel approach not only enhances customer satisfaction but also increases efficiency, as all channels are interconnected and share the same data.

Advanced analytics provides financial institutions with actionable insights into key aspects of their operations, including customer behaviour, transaction patterns, and market trends. Customisable dashboards allow teams to monitor metrics such as customer retention, campaign effectiveness, and product performance in real time. These insights help organisations make informed decisions, optimise marketing strategies, and identify opportunities for growth. For example, predictive analytics can be used to forecast customer needs, enabling businesses to proactively offer relevant products or services. Advanced analytics also supports risk management by identifying potential fraud or credit risks early.

A scalable platform enables financial institutions to expand operations, introduce new products, and manage increased customer demands without compromising performance. Its flexible architecture allows businesses to add new features or integrate additional systems as they grow. For example, as a financial institution expands into new markets, the platform can support region-specific requirements such as localised regulatory compliance or multi-currency capabilities. Scalability also ensures that the platform can handle surges in activity, such as increased transactions during peak times, maintaining a seamless experience for both customers and employees.

OUR STANDARDS

/ How We Maintain Healthy Working Relationships

Effective Production & Implementation Management

Open, Honest, Transparent, Professional Partnerships

Permanent, Competent, Experienced Development Team

Predictable & Responsible Product Delivery Schedule

Pimcore Copilot

Unlock the power of AI with Pimcore’s AI Copilot, delivering excellence at your fingertips.

Transform your digital strategy into extraordinary success with cutting-edge, AI-driven solutions designed to streamline processes, enhance customer experiences, and drive innovation across every touchpoint.

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Multi-Channel Customer Engagement

As an open source digital experience platform vendor, Pimcore helps you ensure cross-channel continuity throughout the entire user flow. Customer journey analytics and customer data management complement the system. Due to its hyperconnected nature, the DXP solution is easy to integrate and scale with your existing marketing software stack.

Pimcore DXP’s “single source, multi-channel publishing” powered by platform revolutionises customer engagement for your enterprise. Automated publishing delivers high-quality data to a wide variety of output changes (web, mobile web, PQA, IOT, VR/AE, wearables, conversational interfaces and others). Site back and relax as the system continuously engages your customers and supplies them with personalised and relevant content.

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What do our clients say?

“In recent years, we have collaborated on the creation, development, and maintenance of the platform that powers the website of Phinance S.A., built using the Pimcore system. Omega Code is a company that has demonstrated top-tier professionalism and efficiency in meeting our company’s needs.”

VIEW ALL  CLIENT CASE STUDIES

Flexible, Scalable, Unstoppable!

Transform your e-commerce strategy with Pimcore’s composable framework. From bespoke customer experiences and seamless data integration to advanced B2B functionalities and comprehensive network support, Pimcore enables businesses to innovate without boundaries. Deliver exceptional commerce solutions tailored to your unique requirements, driving growth across every channel and touchpoint.

Customisable Experiences

Break free from constraints with Pimcore’s fully configurable platform. Design e-commerce solutions that perfectly reflect your brand identity, business model, and industry demands. Whether operating in B2B, B2C, or D2C markets, Pimcore ensures standout, scalable, and tailored customer experiences that set your business apart.

Consistent Data Integration

Guarantee seamless and accurate customer interactions with Pimcore’s unified integration of PIM, CDP, and DXP. By consolidating data across all channels, businesses can optimise workflows, eliminate redundancies, and create meaningful engagement at every interaction, ensuring a consistent brand experience.

Faster Time-to-Market


Speed up time-to-market with Pimcore’s modular and composable architecture. Implement only the components your business needs, enabling rapid scaling and iterative improvements. This approach supports agile growth, making Pimcore an ideal solution for businesses seeking to adapt and evolve in dynamic markets.

 

Flexible Business Models


Adapt your e-commerce strategy effortlessly, whether it’s B2B, B2C, D2C, subscription-based, or marketplace-driven. Pimcore’s composable framework integrates seamlessly with ERP, CRM, and other backend systems, delivering flexible and industry-specific solutions for a wide range of requirements.

 

Advanced B2B Features

Simplify and enhance B2B operations with Pimcore’s advanced features, including flexible pricing options, multi-account management, Configure Price Quote (CPQ) tools, and punch-out integrations. These capabilities enable efficient procurement workflows and deliver tailored customer experiences, meeting the demands of sophisticated B2B sales processes.

End-to-End Support

Empower your partners and distributors with customisable portals, dashboards, and marketplace functionality. Pimcore’s B2B2C and B2B2B capabilities foster improved collaboration, transparency, and scalability. Maintain brand consistency while enhancing efficiency across extended networks, ensuring success at every level of your supply chain.

What is Pimcore?

Pimcore is an open-source platform that combines product information management (PIM), digital asset management (DAM), user experience management (CMS/UX), and eCommerce capabilities. It centralises the collection, updating, and storage of product data in one unified system, streamlining quoting and marketing processes for greater efficiency and speed.

Built with flexibility and user-friendliness at its core, the platform provides an end-to-end solution for organisations looking to optimise their management of product data, digital assets, and customer experiences. Pimcore empowers businesses to improve their operational workflows while delivering seamless and personalised experiences to their audiences.

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What Problems Does Pimcore Solve?

Managing a website or online store with a vast product catalogue can be a daunting task. Dealing with tens or even hundreds of thousands of product descriptions, images, videos, and files spread across multiple locations often leads to inefficiencies and errors.


With Pimcore, all your product data is centralised and perfectly organised in one place. Updates, such as changing a product’s price or photo, are automatically reflected across all connected channels, ensuring consistency without manual effort. Adding a new product? Simply input it once and choose where it should appear—all managed seamlessly through a single, intuitive administration panel. A few clicks are all it takes to maintain control and efficiency.


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Structured Product Data

Pimcore ensures that all product information is centralised in a single, well-organised repository, providing a consistent source of truth across all sales channels. By eliminating scattered data and reducing communication chaos, teams can access accurate and up-to-date information whenever they need it.

This consistency improves collaboration, enhances decision-making, and ensures that customers always receive reliable and consistent product details, no matter where they interact with your brand.

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Content & Digital Asset Management

With advanced tools for creating, editing, and publishing content, Pimcore simplifies the management of digital assets such as images, videos, and documents.

These tools are intuitive and accessible, requiring no technical expertise, allowing teams across marketing, sales, and operations to collaborate seamlessly. By streamlining content workflows and providing a single platform for managing assets across various platforms, businesses can enhance brand consistency and deliver engaging customer experiences effortlessly.

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Boosted Efficiency

Pimcore helps businesses achieve greater efficiency in their marketing and sales activities by automating routine processes and centralising data. Automation eliminates repetitive tasks, reduces the risk of errors, and accelerates workflows, enabling teams to focus on strategic initiatives.

Centralised access to data ensures that everyone works with the same information, creating a more productive and aligned organisation.

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Time & Resource Savings

With advanced tools for creating, editing, and publishing content, Pimcore simplifies the management of digital assets such as images, videos, and documents.

These tools are intuitive and accessible, requiring no technical expertise, allowing teams across marketing, sales, and operations to collaborate seamlessly. By streamlining content workflows and providing a single platform for managing assets across various platforms, businesses can enhance brand consistency and deliver engaging customer experiences effortlessly.

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A technology partner trusted by market leaders

We are a development agency with 13 years of experience in digital transformation ant IT consulting, successfully delivering complex projects for the biggest and most demanding market players. 

We handle dozes of projects daily for partners and global brands listed on the NASDAQ-500.

Transform Your Organisation!

We are a well-coordinated team of people who love what they do and are 100% committed to it. We believe that this is howe we can achieve the best results!

Using Matrix to create annual and rolling budgets saves a lot of valuable time during the process of collecting, consolidating and reporting financial data. (...) In addition, each user of the system has access to up-to-date financial data which is within their area of responsibility, market data and planning data, which significantly speeds up work across the organisation
Dariusz Salamon
Dariusz Salamon
Comercial Controling Director, Teva Pharmaceuticals
Using Matrix to create annual and rolling budgets saves a lot of valuable time during the process of collecting, consolidating and reporting financial data. (...) In addition, each user of the system has access to up-to-date financial data which is within their area of responsibility, market data and planning data, which significantly speeds up work across the organisation
Jose Perez
Jose Perez
Divisional Manager, Software Radio Technology PLC
On behalf of Agora S.A., I would like to thank Omega Code Sp. z o.o. for the implementation of a recommendation system. The goals set for the Omega Code team concerned the development of a learning algorithm that, when making decisions, constantly strives to maximise profit. (...) The use of Reinforced Learning methods for the application of the Contextual Multi Armed Bandit algorithm and the application of the latest trends based on self-learning alorithms made it possible to achieve a high efficiency of the implemented solution, exceeding 1% CTR.
Piotr Rytel
Piotr Rytel
Head of eCommerce IT, Agrora S.A.
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Let’s work together!

As a company with 13 years of experience, we rarely make mistakes - 9/10 of our estimates are on point.

We effectively define the scope of work, predict threats, and from the beginning openly inform about assumptions and costs...

latest news

/ interesting articles & updates
Award wining development agency based in Poland and the UK, offering a range of IT Services including Enterprise and SME eCommerce development and management, as well as digital marketing and operational consultancy.

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What We Do

Shopify Stores

Shopify Sectors

eCommerce Stores

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11-13 Penhill Rd, Cardiff, Wales, UK, CF11 9PQ

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