Approach & Solution
- Transform data received from the Customer Relationship Management (CRM) system into input flows for the calculation engine.
- Determine the automatic profiling of the client based on the potential wealth possessed, annual savings and the typical objectives of their lifecycle.
- Calculate the financial, insurance and credit proposal that increases the probability of achieving the client's objectives.
- Calculate the customer's sustainability index.
- Generate data for the CRM Customer File with the results of automatic profiling and commercial proposals.
With our eR4A process automation solution we have enabled the bank to: - Define a new way of interacting with end and potential customers based on an innovative consultancy approach adapted to individual needs. - Increase and standardize the commercial approach of their sales networks. - Implement full compliance with the most recent regulations in force (MiFID, IDD and PoG).
AI & Advanced Analytics
Our Products & Other Technologies
Engineering Finance Business Unit