Companies in the financial technology industry (fintech), as global, cloud-based digital payments providers, using technology for efficient financial services.
Create a 360 unified customer profile.
Redesign and implement sales processes.
Create and run dedicated, localised journeys.
Improve the overall team’s performance.
Offer a valuable tool for your resellers.
Improve mobility for sales executives.
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.
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.
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.
CTI capabilities, detailed past activities history (phone calls, emails etc.), SLA information, automated case assignment based on products, card cancellation – transaction cancelation.
Full tree of the merchants related to the specific reseller, authenticated access, commissions per merchant and in total, lead generation tool, opportunity generation tool.
Defining company’s and customer’s objectives, both qualitative and quantitative on mission statement, objectives, requirements, fundamental KPIs and time planning.
Enhancing decision making with latest loyalty trends and best practices, potential limitations, preferable characteristics and reward types based on profit and company’s strategy.
Defining the loyalty scheme characteristics and setting the metrics on topics such as awarded points ratio, loyalty tiers/levels and overall performance indicators.
Designing registration, reward and redemption processes by optimising the existing IT infrastructure by leveraging existing technologies and ensuring seamless integration.
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.