Improving the digital journey of the financial customer: From lead to long term relationship

Improving the digital journey of the financial customer: From lead to long term relationship We seek innovative solutions that help us to improve the customer journey, from initial acquisition to a long term relationship.

(EN) We seek innovative solutions that help to comprehensively improve the customer journey, from initial acquisition to management and loyalty throughout their entire life cycle with the entity.

Specifically, the challenges lie in different areas: attracting qualified leads, optimizing the onboarding process in order to streamline operations and reduce internal costs (digital document analysis, management and upload, fraud detection, risk scoring, creditworthiness, etc.), and improving the customer experience throughout their life cycle (customer service, incident resolution, collection processes, etc.).

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(ES) Buscamos soluciones innovadoras que ayuden a mejorar de forma integral el journey del cliente, desde la captación inicial hasta la gestión y fidelización a lo largo de todo su ciclo de vida en la entidad.

Concretamente los retos se sitúan en las diferentes áreas: captación de leads cualificados, optimización del proceso de onboarding con el fin de eficientar la operativa y reducir costes internos (subida, análisis y gestión digital de documentación, detección de fraude y scoring de riesgo, solvencia, …) y la mejora de la experiencia del cliente a lo largo de su ciclo de vida (atención al cliente, resolución de incidencias, procesos de recobro, …)