Business and IT consulting



  • Business strategy
  • Market and competitors analysis
  • Operational models
  • Start up projects
Project Management

Project Management

  • Project Management
  • Interim management
  • Business analysis
  • Quality management (six sigma)
Business processes

Business processes

  • Processes analysis
  • Processes management


  • Polish insurance market – periodical report about market
  • trends, main players, LoB, development, KPI
  • Tailored analytical reports about insurance and banking market


  • We offer our own web based application supporting insurance and finance products, customer self service, product and tariff development, distribution channels management as well as on request application development Open PDF
IT consulting

IT consulting

  • Solution architecture
  • Project management
  • RFI/RFP processes

Market entry business case for foreign insurer

Polish market & competitors analysis. Current trends & market development. IT architecture including core platform selection. Operational model – local and shared services

Core IT Insurance platform RFP process - Turkey

Core functionalities & Turkish country layer. Feasibility study. Negotiations and contracts preparation

Implementation bancassurance strategy for Polish bank

Project management. Products and processes design and implementation. Team and operational management.

Market entry business case for foreign insurance broker

Polish market & competitors insurance and banking analysis. Trends & market development. Operational model – local and shared services. IT architecture including core platform selection

Target operating model model – UK

International centralized Life operations. Functional requirements & business processes.

Direct Insurance sales platform - Spain

Core insurance functionalities. Self service web application.

Insurance market & business analysis - Ukrainian bank

Market and competitors analysis. Distribution channels (products, sales process, commissions schemes). Operating model.

IT Insurance platform RFP process – Poland

Core functionalities. Country layer specification. Platform selection process. Feasibility study.

Direct channel for loans – Top Polish Bank

Market and competitors analysis. Business and operating model.

Core IT platform country layer - Foreign Insurer

Core functionalities. Country layer specification.

Insurance sales platform - Polish Insurer

Web based sales solution for intermediaries.

Digital Banking Manifesto: The End of Banks?

September 16, 2016


This free report from the Massachusetts Institute of Technology investigates the current state of our banking system and how the rise of the Digital Bank and digital currencies will affect the future of finance. MIT’s Alex Lipton, David Shrier and Alex “Sandy” Pentland take you through the intricacies of the Digital Bank. Read more...

Cross-selling in banks

September 27, 2016


Want to Change Banking Culture? Stop Talking About Cross-Selling Read more...

Polish insurance 2015 vs 2005

September 28, 2016


10 years of Polish insurance in a nutshell. Open PDF

Polish insurance 2015 vs 2014

November 04, 2016


Polish insurance in 2015. Open PDF

Polish insurance 2016

October 01, 2017


Polish insurance in 2016. Open PDF

Polish insurance 2017

September 10, 2018


Polish insurance in 2017. Open PDF

Polish insurance 2018

August 05, 2019


Polish insurance in 2018. Open PDF

Polish insurance 2019

October 22, 2020


Polish insurance in 2019. Open PDF

Direct Financial Services

Established in 2010. We are offering consulting and IT advisory services for insurance and financial services industry. We are the team of senior managers with hands on experience in financial services from management, banking, insurance, accounting, marketing and equity funds.

Our team

Wojciech Leski

email: wojciech.leski (at) dfsp.pl

phone: 6zero0-96zero-3five3

Wojtek has more than 20 years experience in the insurance and financial sector. Wojtek has experience in different areas e.g. underwriting, sales, marketing and strategy. During 16 years Wojtek held different senior positions head of underwriting, head of sales and marketing, business development and CEO. Apart from insurance sector, Wojtek was head of insurance intermediary part of one of the leading automotive groups.

Maciej Wróblewski

email: maciej.wroblewski (at) dfsp.pl

phone: 6zero4-27one-9five9

Maciej has more than 20 years professional experience in insurance sector. He’s been responsible for overall IT strategy in insurance and pension fund companies. Before starting his private business activity he held several managerial positions, responsible for IT, BPO and quality management (six sigma black belt). Involved in several local and international M&A projects (both insurance and IT), Country Manager for CEE region in insurance IT solution provider.

Piotr Mataczyński

email: piotr.mataczynski (at) dfsp.pl


Piotr has more than 20 years professional experience in insurance sector. He’s been responsible for financial areas in insurance and pension fund companies. He held several senior managerial positions, supervising IT/operation, actuarial and finance divisions as CFO/board member in leading insurance companies.

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