Financial Services

Financial Services

We have been working in Financial Institutions since the beginning of our history, and we have followed the evolution of financial business and the urgent need that the digital era demands over this transformation process in which the institutions are focusing their energy and investments.

Within this new scenario, there is a great challenge of how to reinvent the relational structure with the customer, how to make innovation a definitive ally to improve the link of information with customers, to bring greater quality in reciprocity and to deliver, in fact, what different customer profiles expect.

Throughout our history, we have built up the knowledge of banking models, payment methods chain and also in the insurance providers world. That is why we offer a full package of solutions that support the companies needs in the financial market.

Our consulting services, which go from traditional back office and call center operations, reach the necessary transformations that the new banking architecture demands, and focus our actions in helping our customers to commercially leverage their business in an efficient and aggressive manner. We are experts in process optimization, reducing operational risks and conducting structural projects with our integrated management programs.

These services include:

  • Costumer relationship model review, inserting the concept of the customer's vision;
  • Optimization and redesign of call center structures, through the design of IVRs, Script Redefinition, Downsizing, Scaling etc.;
  • Back Office processes and structures review, focused on efficiency gains;
  • Strategic IT area structuring, from the revision of systems architecture, through organizational restructuring to the definition of Management Principles;
  • Financial/budget reporting modeling and MIS

Tags: Financial Services

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