Finance
Captivating Consumer Trust and Preference
The Banking, Financial Services, and Insurance (BFSI) landscape is evolving rapidly. This evolution is driven by the accelerated adoption of digital services and innovative technologies emerging. Companies in this sector are now faced with critical challenges, based on their profile:
- Legacy Banks and Insurance Companies face a competitive threat from digital-native disruptors such as FinTechs. These digitally savvy competitors are gaining market share by leveraging a more in-depth understanding of the digital customer journey.
- FinTech companies need a scalable CX framework to provide customers with personalized and secure services. Gaining customers’ trust will be key for these companies to increase market share and ensure sustainable growth.
How we can help:
Customer service
Loans - personal, automobile, and mortgage
Credit and debit card management
Banking account
Credit applications
Transaction verification
Remote payments
Invoicing
Policy inquiries
Documentation requests
Customer complaints
Sales
Bank portfolio (B2B2C)
Cross & Upselling services
Policy sales
Renovation
Lines of credit
Collections
Past-due loans
Personal and business loans
Outstanding premium policy
Back-Office
Internal back-office processes: document management
Document scanning
Analysis and validation
Account creation
Credit application
Payroll loans
Cards
Mortgages
Policy issuance
Claim processing
Invoicing
