Fintech
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.