This case study portrays a financial services company that decided in 2018 to support its sales partners with digital solutions in their day-to-day business. The primary goal was to avoid time-consuming administrative tasks and analog processes. The difficulty of digitizing analog and regulated processes at short notice poses a challenge for many companies. Thanks to early planning for the digitization of the sales process, the company was able to ensure the continuation of business for almost all employees during the coronavirus crisis.