Userday 2025 Presentations

Userday 2025 — Review

Here you will find all the pre­sen­ta­tions by our speak­ers that we have organ­ised exclu­sive­ly for
you have put togeth­er as a participant:

Greet­ing

Gui­do Markow­itsch, Senior Con­sul­tant, VR

Pre­sen­ta­tion

Where is the WMC heading?

Peter Nessen­sohn, Mem­ber of the Board of Directors

Pre­sen­ta­tion

The future of BrokerStar

Thomas Bür­ki, Man­ag­ing Director

Pre­sen­ta­tion

BrokerStar.AI Arti­fi­cial intelligence

Julius Jan­da, Chair­man of the Board of Directors

Pre­sen­ta­tion

Pro­tec­tion against cyberattacks

Roger Burch, Secu­ri­ty Spe­cial­ist, Selu­tion AG

Pre­sen­ta­tion

Con­tent strategy

Bin­ci Heeb, Edi­tor thebrokernews

Pre­sen­ta­tion

News from SIBA

Markus Lehmann, Pres­i­dent SIBA

Pre­sen­ta­tion

Inte­gra­tion of direct insurers

Hugo Pfis­ter, COO Auto­mate Insur­ance AG

Pre­sen­ta­tion

Eco­Hub update and new features

Mar­cel Schradt, CEO of Eco­Hub AG

Pre­sen­ta­tion

Risk man­age­ment with riskAware

Mar­co La Bel­la, La Bel­la Consulting

Pre­sen­ta­tion

The WMC team would like to thank all guests, speak­ers and friends for their participation.

And here are a few for you…

Impres­sions

Reporting in BrokerStar

The term report­ing cov­ers all types of analy­ses, whether as a list or a graph­ic and regard­less of the for­mat.

In the fol­low­ing arti­cle, we explain how the report­ing sys­tem in Bro­ker­Star is struc­tured. We look at tech­ni­cal and licence-relat­ed aspects and show you the var­i­ous options.

1. the Bro­ker­Star report­ing sys­tem
2. stan­dard, indi­vid­ual and ad hoc reports
3. file for­mats
4. ser­vices

 

1. the Bro­ker­Star report­ing system

Bro­ker­Star uses a so-called Busi­ness Intel­li­gence (BI) tool, TIBCO Jasper­soft. This wide­ly used tech­nol­o­gy allows all infor­ma­tion from the data­base to be select­ed and out­put. Data can be rearranged and put into rela­tion as required. The data can also be com­bined with infor­ma­tion from oth­er exter­nal data sources.
 
2. stan­dard, indi­vid­ual and ad hoc reports
Bro­ker­Star dis­tin­guish­es between dif­fer­ent cat­e­gories from a licens­ing perspective:
Stan­dard reports are sta­t­ic analy­ses, i.e. dif­fer­ent lists that are deliv­ered to all cus­tomers as stan­dard in Bro­ker­Star as part of the scope of deliv­ery. These eval­u­a­tions can be graph­i­cal­ly cus­tomised for the bro­ker from 2022.
Indi­vid­ual reports are cus­tomised analy­ses that are pre­pared specif­i­cal­ly for the bro­ker at the customer’s request. They are not sup­plied as stan­dard to oth­er bro­kers and are sub­ject to a charge. This also includes dynam­ic reports.
Ad Hoc Reports are analy­ses that are usu­al­ly cre­at­ed by the bro­ker itself. This requires a cer­tain amount of exper­tise com­pa­ra­ble to the cre­ation of more com­plex Excel tables. Of course, ad hoc reports can also be cre­at­ed by WMC. Anoth­er ser­vice is the trans­fer of knowl­edge, e.g. in the form of train­ing. As TIBCO Jasper­soft is a stan­dard prod­uct, there are also var­i­ous train­ing options avail­able on the Inter­net or from third-par­ty providers.
 
3. file formats

Reports from Bro­ker­Star can be out­put in all avail­able file for­mats. The most impor­tant of these include PDF/A (legal­ly archiv­able, unal­ter­able PDF), Excel, Word, Pow­er­Point or HTML. The stan­dard reports are usu­al­ly out­put as PDFs. How­ev­er, there are also gener­ic Excel exports for fur­ther pro­cess­ing. For out­put as Word, there is the option of auto­mat­i­cal­ly con­vert­ing the PDF into a Word file.

Tech­ni­cal­ly speak­ing, TIBCO Jasper­soft offers five dif­fer­ent levels:
- Lev­el 1: Sta­t­ic reports using an embed­ded report library
- Lev­el 2: Guid­ed and dynam­ic reports with sim­ple inter­ac­tiv­i­ty, plan­ning, secu­ri­ty and auto­mat­ic distribution.
- Lev­el 3: High­ly inter­ac­tive reports and dash­boards using the report server
- Lev­el 4: Ad-hoc reports for self-ser­vice via a BI server
- Lev­el 5: Self-ser­vice data explo­ration against a data mart using a BI server
 

4. ser­vices
Includ­ed in the sub­scrip­tion:
- All stan­dard reports

Addi­tion­al ser­vices sub­ject to a charge
- Cus­tomised adap­ta­tions to stan­dard reports -> Indi­vid­ual reports
- Indi­vid­ual reports. Dash­boards, cock­pits, Ad Hoc Reports
- Train­ing

Licences
- All reports from lev­el 2 require the licens­ing of the MIS module

Jaspersoft 

PDF Document 

Analysis with BI 

PDF Document 

Five Levels 

PDF Document 

Standard reports 2025 

Link to the manual 
In progress 

Data security, data protection (nDSG)

Data secu­ri­ty and data pro­tec­tion are play­ing an increas­ing­ly impor­tant role. A cyber attack or data breach usu­al­ly has seri­ous consequences.

It is there­fore more impor­tant than ever to pro­tect, back up and store data secure­ly. On 1 Sep­tem­ber 2023 the new Swiss Data Pro­tec­tion Act (nDSG) came into force, which also result­ed in adjust­ments to data stor­age. Bro­ker­Star and Bro­ker­Web are pre­pared for this.

Data secu­ri­ty deals with the gen­er­al pro­tec­tion of data and doc­u­ments. Thus, secu­ri­ty in any form falls under the term data secu­ri­ty, as does per­son­al data. The Data pro­tec­tion on the oth­er hand, relates exclu­sive­ly to the stor­age and use of per­son­al data, at least as far as the legal pro­vi­sions are concerned.

Data secu­ri­ty and data pro­tec­tion there­fore pur­sue the goal of secur­ing data of all kinds against threats, manip­u­la­tion, unau­tho­rised access or knowl­edge. Ana­logue and dig­i­tal mea­sures can be tak­en to achieve this. First of all, there are tech­ni­cal and organ­i­sa­tion­al mea­sures, which are also used in the con­text of data protection.

In the dig­i­tal sec­tor, the imple­men­ta­tion of IT secu­ri­ty solu­tions in the form of virus scan­ners, fire­walls etc. con­tributes to the secu­ri­ty of data. Phys­i­cal mea­sures, on the oth­er hand, include access con­trols, fire­proof fil­ing cab­i­nets or safes for sen­si­tive and con­fi­den­tial doc­u­ments. Data back­ups, such as the cre­ation of back­up copies on a sep­a­rate stor­age medi­um, are also essen­tial. A sol­id net­work infra­struc­ture and reg­u­lar updates are the basic pre­req­ui­sites for achiev­ing data secu­ri­ty goals. Data pro­tec­tion, on the oth­er hand, is essen­tial­ly about how per­son­al data is used and stored.

It is there­fore impor­tant to take organ­i­sa­tion­al and per­son­nel pol­i­cy pre­cau­tions to ensure a high stan­dard of secu­ri­ty with­in the com­pa­ny. Employ­ee train­ing and fur­ther edu­ca­tion, as well as the deploy­ment of spe­cial­ists such as IT secu­ri­ty offi­cers and data pro­tec­tion offi­cers, con­tribute to data secu­ri­ty and are some­times manda­to­ry for com­pli­ance rea­sons. IT secu­ri­ty and data pro­tec­tion offi­cers are ded­i­cat­ed to analysing poten­tial secu­ri­ty gaps in your com­pa­ny and cre­at­ing appro­pri­ate mea­sures to achieve the data secu­ri­ty objective.

The terms are there­fore not only close­ly linked, but also influ­ence each oth­er. For exam­ple, com­plete data secu­ri­ty can­not be achieved with­out data pro­tec­tion mea­sures, as oth­er­wise per­son­al data may not be ade­quate­ly pro­tect­ed. On the oth­er hand, com­pre­hen­sive data secu­ri­ty mea­sures are a pre­req­ui­site for effec­tive data pro­tec­tion in accor­dance with legal require­ments and best practice.

The fol­low­ing aspects of the new Data Pro­tec­tion Act are important:

  • Keep track of exact­ly what data is being processed and for what pur­pose. You can pro­vide infor­ma­tion about this at any time and avoid unpleas­ant surprises.
  • Crit­i­cal­ly review the col­lec­tion of per­son­al data. What is effec­tive­ly nec­es­sary for you?
  • Reduce the query cri­te­ria for your cus­tomers to a minimum.
  • Restrict inter­nal data access in the com­pa­ny to as few peo­ple as possible.
  • Check your pri­va­cy pol­i­cy in detail and amend it if necessary.
  • Check and improve the tech­ni­cal default set­tings and user-friendliness.
  • Train your employ­ees to sen­si­tise them to the impor­tance of the topic.

Details on the new data pro­tec­tion law can be found here  and on the offi­cial site of the fed­er­al government

Sources, Profi Engi­neer­ing, 2021, SME dig­i­tal­i­sa­tion 2022, Data pro­tec­tion part­ner 2022, www.admin.ch

Tem­plates and doc­u­ments   (Sources: SIBA, IG B2B, WMC)

Data processing 

Word template 

Portal utilisation 

Word template 

Secure Mail 

PDF document 

IG B2B nDSG 

Presentation 

3CX Firstclass telephony at an SME price

The com­plete tele­pho­ny solu­tion
 Do you need a new tele­phone sys­tem? WMC offers the entire solu­tion from a sin­gle source. In addi­tion to con­ve­nience and great reli­a­bil­i­ty, you ben­e­fit from sig­nif­i­cant­ly reduced tele­phone costs. Coop­er­a­tion with sip­call and WMC have been work­ing togeth­er for around 20 years. As an expe­ri­enced part­ner of 3CX, WMC is the point of con­tact for all top­ics relat­ing to the vir­tu­al tele­phone sys­tem (PBX).

The three com­po­nents of the solution

1. voice over IP (VoIP)

Since 2019, tele­pho­ny in Switzer­land has always run via the inter­net. New meth­ods recog­nise whether calls or data are involved. In most cas­es, all com­mu­ni­ca­tion is trans­mit­ted via the same connection.

2. com­put­er inte­grat­ed telephony

Just as com­put­er data can con­tain a link to a web­site or an e‑mail address, direct links to a tele­phone num­ber are also avail­able. Click­ing on them cre­ates a con­nec­tion direct­ly to the VoIP-based tele­phone net­work or via a tele­phone sys­tem. This can be locat­ed any­where on the Internet.

3. the CTI soft­ware solution 

WMC pro­grammes such as Bro­ker­Star or iOf­fice have inte­grat­ed tele­pho­ny. The only link required is a com­pat­i­ble tele­phone sys­tem. Con­nec­tion to a 3CX is avail­able as stan­dard. This con­nec­tion option is also rec­om­mend­ed for Teams tele­pho­ny. Inter­faces to oth­er sys­tems can be cre­at­ed if required.

      Ser­vice included.

  • Record­ing the customer’s requirements.
  • Prepa­ra­tion of an over­all proposal
  • Can­cel­la­tion of pre­vi­ous provider
  • Con­clu­sion of sub­scrip­tion provider
  • Port­ing of tele­phone numbers
  • Licens­ing 3CX
  • Set up hosting
  • Deliv­ery of tele­phones and headsets *
  • Changeover on the key date with­out interruption
  • Pro­fes­sion­al tele­phone announcements *
  • Favourable Inter­net con­nec­tion *                   *option­al on request
Down­load brochure 
Advan­tages of 3CX 
Test 3CX telephony 
Pro­fes­sion­al announcements 
Mak­ing calls with BrokerStar 
Con­tact us 

Making calls with BrokerStar / iOffice

The com­plete solu­tion
 In addi­tion to the WMC soft­ware, as a cus­tomer you need a tele­phone con­nec­tion and a 3CX tele­phone sys­tem. This can be pro­vid­ed by you or by a tele­phone provider. WMC offers the entire solu­tion from a sin­gle source. In addi­tion to the con­ve­nience and great reli­a­bil­i­ty, you ben­e­fit from sig­nif­i­cant­ly reduced tele­phone costs. The co-oper­a­tion with sip­call and WMC have been in exis­tence for around 20 years.

Call­ing with Bro­ker­Star and iOf­fice is now avail­able.
Not only does dialling a tele­phone num­ber in the pro­gramme auto­mat­i­cal­ly cre­ate the con­nec­tion. For incom­ing calls, the sys­tem also recog­nis­es a saved num­ber and auto­mat­i­cal­ly opens the cor­re­spond­ing cus­tomer win­dow. The solu­tion cur­rent­ly works exclu­sive­ly with the pop­u­lar 3CX tele­phone sys­tem. The low costs make this use­ful option a highlight.

 

The three com­po­nents of the solution

1. voice over IP (VoIP)

Since 2019, tele­pho­ny in Switzer­land has been made exclu­sive­ly via the inter­net. New meth­ods recog­nise whether calls or data are involved. In most cas­es, all com­mu­ni­ca­tion is trans­mit­ted via the same connection.

2. com­put­er inte­grat­ed telephony

Just as com­put­er data can con­tain a link to a web­site or an e‑mail address, direct links to a tele­phone num­ber are also avail­able. Click­ing on them cre­ates a con­nec­tion direct­ly to the VoIP-based tele­phone net­work or via a tele­phone sys­tem. This can be locat­ed any­where on the Internet.

3. the CTI soft­ware solution 

WMC pro­grammes such as Bro­ker­Star or iOf­fice have inte­grat­ed tele­pho­ny. The only link required is a com­pat­i­ble tele­phone sys­tem. Con­nec­tion to a 3CX is avail­able as stan­dard. This con­nec­tion option is also rec­om­mend­ed for Teams tele­pho­ny. Inter­faces to oth­er sys­tems can be cre­at­ed if required.

Down­load brochure 
Com­plete tele­pho­ny package 
Test 3CX telephony 

What does digitalisation actually mean

Dig­i­tal­i­sa­tion is the gener­ic term for the dig­i­tal trans­for­ma­tion of soci­ety and the econ­o­my. It describes the tran­si­tion from the 20th cen­tu­ry, which was char­ac­terised by ana­logue tech­nolo­gies, to the age of knowl­edge and cre­ativ­i­ty, which is shaped by dig­i­tal tech­nolo­gies and dig­i­tal innovations.

Dig­i­tal­i­sa­tion is the most impor­tant social and eco­nom­ic devel­op­ment of our time. But what do terms like: Dig­i­tal change, dig­i­tal trans­for­ma­tion, dig­i­tal disruption?


What dig­i­tal skills will we need in the future? What are dig­i­tal busi­ness models?

Com­pa­nies and organ­i­sa­tions are mak­ing progress with dig­i­tal trans­for­ma­tion at dif­fer­ent speeds. While some lim­it them­selves to dig­i­tal­is­ing exist­ing busi­ness process­es, oth­ers proac­tive­ly devel­op dig­i­tal con­cepts and busi­ness mod­els. The deci­sive fac­tor for suc­cess in dig­i­tal­i­sa­tion is the so-called „dig­i­tal matu­ri­ty lev­el“. This is a sci­en­tif­i­cal­ly based 360-degree instru­ment that is used to analyse all the fac­tors that are impor­tant for change.

Digi­ti­sa­tion explained simply

Over the past 20 years or so, var­i­ous dig­i­tal tech­nolo­gies (mobile inter­net, arti­fi­cial intel­li­gence, inter­net of things, etc.) have been dras­ti­cal­ly devel­oped and have made the leap from expert appli­ca­tions to every­day life. Just as the inno­va­tion of the steam engine has changed soci­ety, so too has the dig­i­tal transformation.

Dig­i­tal­i­sa­tion is dri­ven by tech­nol­o­gy. Dig­i­tal inno­va­tions are cre­at­ed on the basis of the dig­i­tal tech­nolo­gies devel­oped: New use cas­es dri­ven by exist­ing com­pa­nies and start-ups with ven­ture cap­i­tal. This leads to dif­fer­ent speeds. While pub­lic admin­is­tra­tion, for exam­ple, often only accepts paper doc­u­ments and works with files, mar­kets are chang­ing much faster. All sec­tors are now affect­ed by dig­i­tal­i­sa­tion. Dig­i­tal­i­sa­tion is also influ­enc­ing the future of the finance and insur­ance indus­try. New forms are only pos­si­ble thanks to dig­i­tal­i­sa­tion tech­nolo­gies, which will con­tin­ue to spread in the future.

Dig­i­tal­i­sa­tion is chang­ing the future of tra­di­tion­al pro­fes­sions. In future, doc­tors will be increas­ing­ly sup­port­ed by e‑health appli­ca­tions, espe­cial­ly in diag­nos­tics. Legal ser­vices (cur­rent­ly pri­mar­i­ly pro­vid­ed by lawyers) will be sup­ple­ment­ed or replaced by dig­i­tal ser­vices from the legal tech sec­tor. And the term Insuretech has already been established.

In the future, dig­i­tal­i­sa­tion will make new demands on schools, edu­ca­tion and train­ing in all areas. It is the task of busi­ness, asso­ci­a­tions and pol­i­tics to pre­pare soci­ety for the com­ing changes.

Dig­i­tal­i­sa­tion and companies

Dig­i­tal­i­sa­tion has an impact on com­pa­nies of all sizes. On the one hand, com­pa­nies are using dig­i­tal tech­nolo­gies to dig­i­talise their busi­ness process­es, i.e. for process opti­mi­sa­tion and process inno­va­tion. This is also being dri­ven by dig­i­tal trans­for­ma­tion and in some cas­es realised by start-ups. The chal­lenge for com­pa­nies in dig­i­tal­i­sa­tion is to iden­ti­fy new cus­tomer needs that arise due to the grow­ing spread of dig­i­tal ser­vices and apps.

The so-called „dig­i­tal natives“ have also cre­at­ed new tar­get groups. Com­pa­nies often need dif­fer­ent mar­ket­ing and sales strate­gies to increase their cus­tomer focus on these tar­get groups. Action must be adapt­ed in order to be suc­cess­ful in the dig­i­tal trans­for­ma­tion Com­pa­nies must address the ques­tion: How do we want to reach cus­tomers tomor­row? What role do new trends play? How do we deal with the increas­ing­ly indi­vid­u­alised needs of our customers?

Devel­op­ment of dig­i­tal work­flows and process­es: Say­ing good­bye to paper files by intro­duc­ing process­es and work­flows in the com­pa­ny, some of which need to be rad­i­cal­ly rethought as a result of dig­i­tal­i­sa­tion, such as the han­dling of data that is gen­er­at­ed with­in the com­pa­ny, in con­nec­tion with a company’s activ­i­ties and by cus­tomers. Data can be used to devel­op new ser­vices and busi­ness mod­els. Dig­i­tal­i­sa­tion presents us all with the chal­lenge of per­ma­nent­ly chang­ing and adapt­ing. Com­pet­i­tive advan­tages from the past only exist to a lim­it­ed extent. To achieve this, com­pa­nies need to dri­ve dig­i­tal trans­for­ma­tion with­in the organ­i­sa­tion and increase their dig­i­tal readiness.

Secure login

Mul­ti-fac­tor authen­ti­ca­tion is a secu­ri­ty pro­ce­dure in which a user pro­vides two dif­fer­ent fea­tures to iden­ti­fy them­selves. One of the fea­tures is usu­al­ly a phys­i­cal token, such as a secu­ri­ty code or an SMS.
Peo­ple like to talk about some­thing that „you have“ and some­thing that „you know”. A typ­i­cal exam­ple of two-fac­tor authen­ti­ca­tion is a QR code, while the PIN (per­son­al iden­ti­fi­ca­tion num­ber) forms the asso­ci­at­ed infor­ma­tion. The com­bi­na­tion of the two makes it more dif­fi­cult for a stranger to access the user’s data.

Mul­ti-fac­tor authen­ti­ca­tion for more secure connections

Mul­ti-fac­tor authen­ti­ca­tion cor­re­sponds to two-fac­tor authen­ti­ca­tion, where­by dif­fer­ent tokens can be used. This allows the user to choose which method suits them best. Mod­ern secu­ri­ty process­es often con­sist of a pass­word and bio­met­ric data such as a fin­ger­print or voice recognition.

An attack­er may suc­ceed in crack­ing a sin­gle authen­ti­ca­tion fac­tor, for exam­ple. For exam­ple, a thor­ough search of the victim’s envi­ron­ment can lead to the dis­cov­ery of an employ­ee ID card or a user ID with the cor­re­spond­ing pass­word that has end­ed up in the rub­bish. Or a care­less­ly dis­card­ed hard dri­ve may con­tain a pass­word data­base. How­ev­er, if oth­er fac­tors are required for authen­ti­ca­tion, the attack­er faces at least one more hur­dle to overcome.

The major­i­ty of today’s attacks are car­ried out via inter­net con­nec­tions. Mul­ti-fac­tor authen­ti­ca­tion can make these remote attacks far less dan­ger­ous because sim­ply crack­ing the pass­word is no longer enough to gain access. This is because it is very unlike­ly that the attack­er will also gain pos­ses­sion of the phys­i­cal device or code linked to the user account. Each addi­tion­al authen­ti­ca­tion fac­tor there­fore makes a sys­tem more secure. This is because the indi­vid­ual fac­tors are inde­pen­dent of each oth­er. If one of the fac­tors is com­pro­mised, this does not affect the others.

Bro­ker­Star and iOf­fice by WMC use mul­ti-fac­tor authen­ti­ca­tion from ver­sion 2.4.

Mul­ti-fac­tor authentication
Mul­ti-fac­tor authentication