Leasing software implementation consulting: Think ahead, challenge, guide.
Many providers define consulting as gathering requirements and implementing them. We define it as bringing our project experience in financial services software implementation to bear — before the first line of code is written.
Understand before we build
Every project starts with an honest assessment — not by the book, but based on our experience with comparable organizations.
- Structured workshops with your departments
- Fit-gap analysis of your existing system landscape
- Concept development and specification documents
- Prioritization based on real project experience
- Compliance review (GDPR, BAIT, MaRisk)
Professionally managed. Without disrupting daily operations.
A system implementation at a bank or leasing company is not an IT project — it is a change project. We manage this process professionally.
- End-to-end software implementation — without business interruption
- Change management: engage your team, ensure adoption
- Interface and data migration (API, CRM, DMS, ERP, Treasury)
- Test management and quality assurance
- Parallel operation and supervised go-live
Managed consulting: After go-live, the real collaboration begins.
We don't disappear after implementation. Managed consulting for financial services means we support your ongoing operations — with dedicated contacts and proactive development.
- Dedicated contacts — no anonymous ticket system
- Defined response times by priority
- Support for audit preparation and compliance
- Proactive optimization suggestions
- Regular training and workshops
Our Methodology — Flexible for Every Project
The same phases, adapted to scope: Compact implementation projects run in 1–3 months. Complex banking projects with system integration follow all phases over 9–14 months.
Understand before we implement
Every project starts with process mapping, requirements workshops and fit-gap analysis — whether for a leasing company or a refinancing bank.
- Structured workshops with your departments
- Mapping of existing processes and interfaces
- Fit-gap analysis and identification of custom requirements
- Specification document and project plan
Understand before we implement
Every project starts with process mapping, requirements workshops and fit-gap analysis — whether for a leasing company or a refinancing bank.
- Structured workshops with your departments
- Mapping of existing processes and interfaces
- Fit-gap analysis and identification of custom requirements
- Specification document and project plan
Standard software, individually configured
We configure the software to your processes. For LeasOne, parameterization is often sufficient. For RefiOne, we additionally develop custom functions and banking interfaces.
- Parameterization and system configuration
- Development of custom functions
- Interface integration with your system landscape
- Iterative alignment with your departments
Quality over speed
Data migration from your legacy system with multi-stage validation. Intensive testing phase with your teams in a dedicated test environment.
- Data migration with validation and quality assurance
- Test environment for your departments
- Acceptance testing and bug fixing
- Fine-tuning of configuration
Your team becomes productive
Role-based training with real data scenarios. We train key users who serve as first points of contact internally.
- Role-based training sessions
- Hands-on exercises with real scenarios
- Key user certification
- Supporting materials and documentation
Guided into production
Depending on project scope, with or without parallel operation — always with a supervised production start and defined escalation paths.
- Parallel operation with legacy system comparison
- Quality checks and fine-tuning
- Supervised production launch
- Transition to regular support
What Our Numbers Are Based On
Our claims are not theoretical projections but experience values from over 25 years of project work in the leasing and refinancing industry.
2 Worlds — Fully Integrated
Leasing and refinancing on a shared data layer. Bidirectional APIs, a unified portal, automatic mirror file management — instead of manual reconciliation and duplicate data.
In Months, Not Years
LeasOne: typically 1–3 months — depending on starting situation and data complexity. RefiOne: 9–14 months — a structured banking project, significantly faster than typical implementation timelines.
Process Coverage from Day 1
Core processes are covered as standard — from offer to final settlement, from acquisition review to bank reporting. Custom adaptations typically only affect the remaining 20%.
We are happy to assess specific savings potential for your organization — get in touch.
Our Support Model
No chatbot, no anonymous ticket system. At CrossLease, you speak with people who know your software and your processes — by phone, email or on-site.
Tickets & Technical Support
For technical questions, bugs or integration issues, create a support ticket through our portal. Defined response times by priority. Escalation paths are clearly established.
Documentation & Knowledge Portal
Manuals, API documentation, integration guides and release notes. Access through our protected customer portal — login or access request required.
What Our Clients Say
What convinced us: the team understands our business processes — not just the technology. The implementation was structured and without any business interruption.
Head of Digitalization, Financial Services Provider (DACH Region)
Since the implementation, we have the portfolio transparency our treasury has been demanding for years. The data quality of our bank reports has measurably improved.
Head of Refinancing, Specialized Bank (Germany)
CrossLease didn't just deliver a system — they actively thought ahead and identified migration risks we would have missed ourselves.
Managing Director, Mid-sized Leasing Company (Southern Germany)
Audit requests are no longer a stress factor. Every contract change is documented and exportable at the click of a button.
Head of Internal Audit, Leasing Company (Germany)
One call. No pitch.
You'll speak directly with experts who know your industry. Describe your situation — we'll tell you honestly whether and how we can help.