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Banking & Insurance

We have extensive experience and a strong track record in delivering CX solutions and services to some of the most innovative banking and insurance companies in Europe and Asia.

We combine our deep knowledge of regulations with expertise in delivering digital innovations in CRM, Marketing automation, Customer Data Platform (CDP)Customer Identity and Access Management (CIAM), and DevOps solutions from Salesforce, SAP, Creatio, and Flosum.

Our solutions in the sector

1

Personalised digital marketing, using digital and customer-support channels to reach customers in real-time and propose the most suitable product or action based on their situation or behaviour.

2

Customer Identity And Access Management (CIAM) solutions, unifying customer data from different channels and legacy platforms into a single view of the customer, including authentication and consent for data collection and processing aligned with legal and compliance regulations.

3

DevOps solutions, enabling customisation and deployment of large-scale Salesforce solutions across different territories in the most efficient, controlled and secure manner.

4

Customer Relationship Management (CRM) solutions, enabling banks and insurance companies to manage their sales and customer support operations efficiently.

5

Customer Data Platform (CDP) empowering organisations to seamlessly aggregate, unify and analyse a vast array of customer data across various touchpoints and channels and facilitate deeper insights into customer behaviour and preferences, paving the way for more personalised and effective marketing strategies..

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Our partners in the sector

In the Banking and Insurance sector, we deliver solutions from the leading enterprise partners available today, including ...

We'll help you evaluate your specific needs and identify the best solution for you. 

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