Maximise the profitability of the Customer experience.
Our teams support institutions in fostering profitable, stable and lasting relations with their Customers, by implementing tools that enable them to unify commercial practices, improving sales and marketing strategies and customer service.
Our skills are geared towards the design and conception of Customer Relationship Management strategies. We implement CRM solutions integrated with Banking Cores and other platforms.
Scope of services
Monitoring the evolution of the customer profile
– The relationship between customers and their banks is increasingly volatile, and the choice of a particular institution depends on circumstances and specific dynamics.
– Customer profiles, customer service and marketing initiatives can be combined to identify business/sales opportunities as well as increase customer retention rates.
‐ Creating, assigning and tracking actions is just as important as being able to measure results.
Adopting a more systematised and uniform commercial process for the institution
‐ based on the proactivity of contacting current and potential Customers, on providing an excellent service and on creating trusting relationships, aimed at retaining each Customer's loyalty.
Setting commercial action plans and models
– Planning goal-driven activities, prioritising tasks, identifying and scheduling activities to be developed and optimising the time and effort invested in order to attain the goals that have been set.