Automate workflows and CRM in the banking sector without coding
Facilitate complete customer management and optimize front and middle office processes in the banking industry.
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Rated 4.8/5 from over 600+ reviews.
1000+ Happy Customers
Optimize processes across all areas of your bank
Sales
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Effective Lead Management
Centralize and organize your leads from various sources into a unified database. Implement automated data verification and design customized lead management processes to maximize conversion rates, ensuring a constant flow of qualified opportunities.
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Opportunity Management Optimization
Implement detailed processes to manage your sales opportunities, allowing you to define and follow optimal strategies for each potential client. This ensures a structured and efficient approach in converting opportunities into effective sales, increasing the performance of the sales team.
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Cross-Selling and Upselling Strategies
Increase your revenue by identifying additional sales opportunities through the use of Artificial Intelligence. Foster customer engagement and loyalty with personalized value propositions based on predictive scoring and the analysis of interaction history, as well as the behavior of customers with similar profiles.
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More Efficient Sales Teams
Maximize the productivity and efficiency of your sales representatives and customer service agents with tools that allow them to manage their daily tasks, customer requests, and communications in a unified digital environment. Increase operational efficiency and ensure high-level customer service.
Marketing
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Intelligent Segmentation
Develop flexible segmentations based on multiple criteria to attract your audience with personalized offers. Deliver precise messages through the right channel at the right time, maximizing the effectiveness of your campaigns and improving the customer experience.
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Efficient Campaign Management
Drive lead generation and brand recognition through the creation, execution, and optimization of omnichannel marketing campaigns. Target diverse markets and locations, ensuring the implementation of marketing strategies for a large-scale presence.
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Loyalty Programs
Strengthen customer retention with an automated loyalty rewards program. Integrate and manage multiple loyalty solutions on a centralized platform, and analyze program KPIs to ensure sustained growth in loyalty.
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Event Organization
Enhance the organization of your corporate events by focusing on customer-centric activities. Utilize groups of potential customers to execute effective marketing campaigns tailored to specific events and segments, ensuring significant impact and high participation.
Ebook
Discover practical strategies to improve process automation, personalize the UX, ensure regulatory compliance, and increase market agility. Through case studies and detailed analysis, this guide offers valuable tools to optimize operational efficiency and maintain a competitive edge.
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Rated 4.8/5 from over 600+ reviews.
Front-office
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360° Comprehensive Customer View
Gain a complete view of each customer, including their banking history, portfolio, and wealth management programs. Additionally, Artificial Intelligence will provide personalized offer suggestions for each customer by analyzing their products, participation in loyalty programs, and more.
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Personalized and Efficient Onboarding
Provide a personalized experience to your customer from the start of your relationship, where every interaction is based on a deep understanding of their needs. Offer precise recommendations, relevant products, and an automated catalog, all managed efficiently to increase satisfaction and achieve exceptional onboarding.
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Digitized Account Opening
Simplify and expedite account opening with digital document management that optimizes selection and verification, speeds up approvals, and eliminates errors. Provide your customers with a smooth and satisfying onboarding experience, improving operational efficiency and customer satisfaction.
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Agile Card Operations Management
Optimize the management of your customers' debit and credit cards by facilitating identity verification and personalizing the service according to specific levels and plans. Increase efficiency and customer satisfaction by providing a fast and tailored service to meet their needs.
Credit and Collections Management
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Loan Application Management
Provide tailored loan conditions for each customer through 360° data analysis and automated loan verification workflows. Optimize approval processes with rapid responses from the central office and efficiently apply your company's specific credit processing policies.
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Efficient Loan Generation
Streamline the creation and configuration of credit terms, management of participant information, and associated collateral documents. Accelerate loan initiation and simplify ongoing portfolio tracking, enhancing operational efficiency.
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Advanced Loan Management
Optimize the loan administration process to deliver exceptional customer service. Implement automated reminders, provide self-service capabilities, and ensure consistent data updates at each stage of the loan, enhancing customer satisfaction.
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Effective Debt Collection
Enhance efficiency in your collection processes and increase recovery rates through process automation and the implementation of comprehensive communication, analysis, and reporting tools. This enables your agents to focus on strategic tasks, boosting their productivity and effectiveness.
Ready to take the first step in Digital Transformation?
Schedule your demo with an expert in low-code & no-code and discover how you can create world-class multi-experience applications and processes for your bank in just a few hours.
Learn More About the Processes We Help You Automate Without Coding
Our solutions are tailored to each area of your company, offering rapid implementation and deployment.
Loan Subscription
Accelerate your subscription processes by gaining a comprehensive view of loan application data. Empower your customers to approve, postpone, or reject the final financing terms autonomously.
Automated Approvals and Verifications
Thoroughly verify loan applications with flexible checklists and automated review/approval workflows. Prioritize verifications based on their urgency, expedite final approvals by minimizing manual data entry, setting reminders, and organizing collateral documents.
Dynamic Product Catalog Management
Reduce Time to Market with efficient management in creating and incorporating new products and services through a streamlined notification process for relevant teams. Define special offers and packages for specific customers, accounts, or markets. Organize and update your product and service catalog with a clear hierarchical structure, regardless of complexity or size.
Contact Center
Enhance the efficiency of operations across all your customer service channels, including both in-person and digital inquiries. Ensure automatic data synchronization between all customer-focused solutions, databases, and platforms, thereby increasing customer satisfaction.
Case Management
Boost the efficiency of your customer service team and case resolution processes. Centralize, automate, classify, assign resources, and complement information, all driven by digital workflows.
Effective Claims Resolution
Centralize and provide complete visibility of previous customer claims to all involved teams, facilitating collaboration with unified data and formalizing and automating validation processes for faster and more effective resolution.
NPS Improvement and Customer Feedback
Centralize, analyze, and efficiently manage customer feedback through key indicators such as the Net Promoter Score. Utilize intuitive and easy-to-monitor digital workflows to improve decision-making, increase customer satisfaction, and enhance the performance and productivity of your team.
Anti-Money Laundering (AML)
Implement intelligent automation for AML workflows, including digital identity verification and case investigation. Apply AI-driven behavioral analysis, generate transparent compliance reports, and utilize smart transaction monitoring.
Know Your Customer (KYC)
Streamline the creation of comprehensive and accurate customer profiles with a centralized approach that combines a unified CRM database, automated verification tools, data deduplication, robust data security, and Machine Learning-based customer intelligence tools.
Risk Management
Transform your risk catalog into an advanced digital tool with intelligent classification, cross-linking, and granular analysis capabilities, allowing for rapid identification, measurement, and mitigation of risks.
Internal Audit
Optimize the efficiency and accuracy of internal audits by automating unified workflows, generating automated reports and dashboards, and centralizing data storage, thereby eliminating inconsistencies and data duplication.
Comprehensive Employee Lifecycle Management
Streamline talent management with unified and transparent HR workflows that cover the entire employee lifecycle, from recruitment and onboarding to development, retention, and termination. Enhance efficiency and employee satisfaction with optimized and consistent processes.
Employee Request Automation
Boost employee satisfaction with an intuitive and user-friendly platform that automates the management of requests such as vacations, travel, expenses, and more. Simplify administrative processes and enable employees to manage their requests efficiently and autonomously.
Collaboration and Knowledge Management
Unify communications and facilitate effective team collaboration. Centralize knowledge and documentation, plan tasks and meetings efficiently, and manage reviews and approvals with ease. Foster a collaborative and well-organized work environment that drives productivity and innovation.
We Are Your Ally in Operational Efficiency
Our client-centric consultative approach and industry expertise allow us to be a strategic ally in helping companies operate more agilely, efficiently, and competitively in a constantly challenging market.
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Rated 4.8/5 from over 600+ reviews.
