Evolution is followed by Excellence A new strategy period

The “OVB Evolution 2022” strategy period has been completed. During this period, key potential was exploited, digital transformation was driven forward, the company was modernized, and international expansion was further developed.

Building on this, OVB is focusing on sustainable further development and preparing for future challenges.

The new corporate strategy is called
“OVB Excellence 2027”.

This is what “Excellence” means to OVB:

Mindset and attitude

At OVB, “excellence” stands for a mindset and a clear attitude—a way of thinking that promotes solution-oriented action and helps to overcome even demanding challenges.

Drive and curiosity

At OVB, “excellence” means remaining curious, not resting on past successes, and continuously developing further. The term “excellence” serves as a guiding principle for future actions and is anchored at all levels of the company.

Path and solution

“Excellence” describes OVB's approach, which involves continuously utilizing ideas and impulses to offer clients sustainable, high-quality solutions. The aim is to secure and further develop the company's performance in the long term.

OVB's vision

OVB offers its clients excellent comprehensive financial advice through highly qualified financial advisors.

When people in Europe are asked who they would choose as their partner for all financial matters, the answer is: OVB!

more about OVB in Europe

Young woman in a blue blouse sits at a table, gazing into the distance with a thoughtful smile.

OVB's mission

OVB provides a socially relevant service by offering clients comprehensive risk protection and support in achieving their personal goals based on a comprehensive financial advisory approach.

In addition, OVB offers financial intermediaries an attractive business model and structured career prospects within the European financial services industry.

OVB focuses on its clients

Clients are at the heart of our advisory services. Highly qualified OVB financial advisors analyze clients' financial situations and individual needs and, based on this analysis and taking into account their financial possibilities, develop suitable solutions.

In a changing world, OVB positions itself as a long-term partner and offers added value to society with its comprehensive financial advisory approach.

As part of its “OVB Excellence 2027” corporate strategy, OVB is focusing in particular on four key areas of action:

Sales and Career Excellence

The core of OVB's strategy is to further strengthen and optimize its core sales activities.

This includes training new financial advisors, expanding training and continuing education, and specifically strengthening the expertise of sales managers.

The further development of the service concept for customers and the expansion of a user-oriented customer platform contribute to higher satisfaction and long-term customer loyalty.

Expansion and Innovation

OVB's Europe-wide presence ensures stability and independence. The business model is being systematically strengthened and expanded, and further national and international expansion within Europe is being driven forward. In addition to organic growth, inorganic growth opportunities are also being considered.

Furthermore, innovative approaches for clients, financial intermediaries, and employees are being identified and developed. An “Innovation Think Tank” will serve as a source of inspiration for new ideas and further developments in order to strengthen and expand the business model in a targeted manner.

Glass building with European flags in front

Operational Excellence

For OVB, operational excellence means the consistent implementation of innovative and fully automated digital processes in back office and sales. This enables continuous improvement of processes and standards and reduces administrative tasks.

This promotes scalability, supports further growth, and accelerates the digital transformation of the Group that has already been initiated in all areas of the company.

At the same time, OVB supports the seamless fulfillment of all compliance requirements and provides clients, financial intermediaries, and employees with an up-to-date and complete database.

Hand with stylus on laptop, tablet with data visualisations in the foreground – symbolises digital analysis and modern working practices.

People and Organization

The driving forces behind OVB's success are its competent employees. They receive targeted support and further training.

Cross-border cooperation between sales, back office, and holding is being further strengthened. This promotes the joint development of the Group. The unified pursuit of the Group's goals is based on shared values and a high degree of identification with OVB.

OVB's responsibility

OVB fulfills its corporate responsibility to embed sustainable economic, social, and environmental development as an integral part of its corporate culture. A key focus is on promoting financial education among the general public in order to strengthen sustainable financial literacy within society. In addition, OVB is gradually expanding its Europe-wide partner and product portfolio to include ESG-compliant offerings.

Beyond its actual business activities, OVB is committed to social issues in the long term. Financial intermediaries and employees throughout the company are encouraged to take on social responsibility. Voluntary work in charitable organizations is actively supported and is to be further expanded at the international level.

Sustainability and commitment at OVB