Engineering: leader della Digital Transformation

Digital Sales

HAPPY

Enable proactive relationship management with a multi-institution platform for the placement of funds, financial services, insurance and credit products.

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Happy is able to combine the customer's offering with own and / or third-party products, managing the sales paths and maximizing profitability based on the commercial objectives of the financial institution, the commission for the sale of third-party products and the performance of owned products.

It allows to manage:
  • the sale of own products
  • orders for placing financial, credit, insurance products
  • flows and interfaces to and from product companies with the related balances
  • commissioning between the financial institution and third-party companies that own the products / services sold
  • monitoring of commercial objectives.

It integrates the rules of the Financial Advisory platform to suggest and guide the placement and after-sales of Insurance, Financial (Pension Funds, Italian / Foreign Funds / Sicavs) and Credits (Mortgages. Personal Loans, Consumer Credit) products, in compliance with the regulations regarding the adequacy and sustainability of the products to be offered to customers.

Our Customers

Gruppo Banco Bpm
Intesa
Poste Italiane

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