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Commitment to an excellent customer experience, profitable for the Institution.

Our teams support institutions in fostering profitable, stable and lasting relations with their Customers, by implementing tools that enable them to better meet customer needs and requirements, unify commercial practices and improve customer sales, marketing and service strategies.

Our skills are geared towards the design and conception of strategies focused on the Customer. We implement CRM solutions integrated with Banking and Insurance Cores and other platforms.


Planning and Commercial Organisation

Optimising the planning and organisation of the teams' activity, by recording, querying and monitoring activities.

Increased Sales / Customer Profitability

Enhancing the Managers' commercial proactivity by automatically generating alerts and warnings.

Personalised Customer Monitoring

Recording, querying and working information about the Bank's current and potential Customers while storing their complete history. In-depth knowledge of the Customer.

Cost Reduction

Achieving a greater efficiency for the institution, by integrating and automating planning, execution, monitoring and analysis of results, regarding campaigns, marketing and others.

Marketing Department Autonomy

The Marketing team is empowered to create target customer lists using CRM autonomously. Increasing the rate at which new customers are garnered and subscribe to new products, by optimising and structuring campaign processes.

Customer Loyalty

In-depth knowledge of the customer and proactivity make it possible to lower the customer churn rate by optimising contacts and improving the ability to act when faced with potential churning.

Increasing the cross/up-sell volume

Increasing the cross/up-sell volume of products by automating the detection of customer eligibility and by enabling the customers to be provided with the most suitable products, at the right times, and through the channels that are most convenient for them.

Adaptable to the culture of the Organisation

Easy implementation of new functionalities based on the organisation's needs.