Fintech

Fintech

Companies in the financial technology industry (fintech), as global, cloud-based digital payments providers, using technology for efficient financial services.




       

Goals

Customer profile

Create a 360 unified customer profile.

Processes

Redesign and implement sales processes.

Customer journey

Create and run dedicated, localised journeys.

Customer support

Improve the overall team’s performance.

Resellers

Offer a valuable tool for your resellers.

Mobility

Improve mobility for sales executives.

Features

Unified customer profile

Demographics data, transactional data, commission agreements and changes history, documentation related to legal issues, POS devices connected to the merchant, ecommerce sites related to the customers.

Marketing

Lead capturing and lead evaluation, prospect customers different journeys based on country of origin, automated marketing campaigns via email, Viber and short text messages, event management, surveys.

Sales

pportunity management, workflows for sending the quote using dynamics templates, approval processes depending on the estimated revenue of the account itself, full pipeline reporting based on the user’s role.

Customer support

CTI capabilities, detailed past activities history (phone calls, emails etc.), SLA information, automated case assignment based on products, card cancellation - transaction cancelation.

Resellers portal

Full tree of the merchants related to the specific reseller, authenticated access, commissions per merchant and in total, lead generation tool, opportunity generation tool.

Benefits

Corporate objectives

Defining company’s and customer’s objectives, both qualitative and quantitative on mission statement, objectives, requirements, fundamental KPIs and time planning.

Best practices

Enhancing decision making with latest loyalty trends and best practices, potential limitations, preferable characteristics and reward types based on profit and company’s strategy.

Solution characteristics

Defining the loyalty scheme characteristics and setting the metrics on topics such as awarded points ratio, loyalty tiers/levels and overall performance indicators.

Core processes

Designing registration, reward and redemption processes by optimising the existing IT infrastructure by leveraging existing technologies and ensuring seamless integration.

ROI analysis

Projecting ROI based on industry–focused ROI patterns and models that include financial data and realistic assumptions on how to effectively influence the consumer behaviour.

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