Financial Services

The financial services industry is transforming. New fintechs focus on the most profitable niches. Big Data allows for new business opportunities, sales channels and service need reinvention. The specialists in Customer Science at Cognodata will help you increase sales in digital and traditional channels, and manage the experience of potential customers to capture, connect with and hold new segments of greater value.

We specialize in Machine Learning applied to business and we help financial institutions to lead change in the market in a profitable way.

Never before have we lived through a period with greater opportunities and risks in an industry under transformation.

  • Consumer Finance

    Innovation and growing consumption is generating double-digit business improvements.

    • A campaign lab and management through events for new customer onboarding, as well as developing and reactivating existing customers
    • Identification of niches and partner loyalty for durable and self-assured growth and stability
    • Digital sales and funnel optimization for specific products
  • SMEs and Business

    We have demonstrated that business management based on analytics can convert this segment into the most profitable and strategic in retail banking.

    • Industrialized recruitment and onboarding to accelerate the acquisition of profitable customers
    • Sales management by events, in traditional and digital channels, with an improvement of the customer experience approach
    • Machine Learning and Deep Learning applied to transactionality, unstructured and external information to dramatically increase sales productivity
  • Personal & Private Banking

    Personalized management provided at offices or with remote managers continues to be key to winning the battle for the best customers.

    • Implementation of customer journeys to improve customer experience and the level of engagement
    • Leveraging social media to multiply the attraction of high-value customers
    • State-of-the-art portfolio management coordinated with omnichanneling
  • Massive Market

    Industrialization based on analytics and digitalization is key to profitably serving a segment that is the epicenter of the transformation the sector is experiencing.

    • Highly efficient multichannel sales management, with significant increases in productivity
    • Massive development of analytics and events with Big Data and Data Science technology
    • Precise management for taking advantage of all Big Data information
    • Digital Marketing Automation Services implementing Customer Journeys for sales and services
  • Insurance Banking

    The specialized approach to insurance at Cognodata becomes a differential factor for developing and helping the business reach its full potential.

    • Precise management of pricing with Big Data information for customer retention and cross-selling
    • Increased commercial productivity of insurance sales through the banking network and remote managers
    • Conversion of customer information to analytics that enable the potentiation of value and profitability
  • Payment Methods

    The transformation of payment methods is going to come at a dizzying speed, alongside the entry of new players and business models. Cognodata can help you take advantage of these opportunities.

    • Integrated management platform for cloud acquired business
    • Industrialized card management based on the customer cycle of engagement
    • Integrated business dashboard with advanced visualization techniques
  • Fintech

    In the long term, fintechs will transform the financial services sector in ways we cannot even imagine. In the short term, new players will lay the foundations of Big Data Analytics that will allow them to accomplish their objectives.

    • Development of an informational Big Data Analytics environment and CRM in the digital environment
    • Attraction of high-value customers through Machine Learning applied to programmatic advertising
    • Development of analytic areas and implementing methodologies for agile work

Innovation and growing consumption is generating double-digit business improvements.

  • A campaign lab and management through events for new customer onboarding, as well as developing and reactivating existing customers
  • Identification of niches and partner loyalty for durable and self-assured growth and stability
  • Digital sales and funnel optimization for specific products

We have demonstrated that business management based on analytics can convert this segment into the most profitable and strategic in retail banking.

  • Industrialized recruitment and onboarding to accelerate the acquisition of profitable customers
  • Sales management by events, in traditional and digital channels, with an improvement of the customer experience approach
  • Machine Learning and Deep Learning applied to transactionality, unstructured and external information to dramatically increase sales productivity

Personalized management provided at offices or with remote managers continues to be key to winning the battle for the best customers.

  • Implementation of customer journeys to improve customer experience and the level of engagement
  • Leveraging social media to multiply the attraction of high-value customers
  • State-of-the-art portfolio management coordinated with omnichanneling

Industrialization based on analytics and digitalization is key to profitably serving a segment that is the epicenter of the transformation the sector is experiencing.

  • Highly efficient multichannel sales management, with significant increases in productivity
  • Massive development of analytics and events with Big Data and Data Science technology
  • Precise management for taking advantage of all Big Data information
  • Digital Marketing Automation Services implementing Customer Journeys for sales and services

The specialized approach to insurance at Cognodata becomes a differential factor for developing and helping the business reach its full potential.

  • Precise management of pricing with Big Data information for customer retention and cross-selling
  • Increased commercial productivity of insurance sales through the banking network and remote managers
  • Conversion of customer information to analytics that enable the potentiation of value and profitability

The transformation of payment methods is going to come at a dizzying speed, alongside the entry of new players and business models. Cognodata can help you take advantage of these opportunities.

  • Integrated management platform for cloud acquired business
  • Industrialized card management based on the customer cycle of engagement
  • Integrated business dashboard with advanced visualization techniques

In the long term, fintechs will transform the financial services sector in ways we cannot even imagine. In the short term, new players will lay the foundations of Big Data Analytics that will allow them to accomplish their objectives.

  • Development of an informational Big Data Analytics environment and CRM in the digital environment
  • Attraction of high-value customers through Machine Learning applied to programmatic advertising
  • Development of analytic areas and implementing methodologies for agile work

The great battle for the customer starts today… The financial institutions have unprecedented analytical means to foresee customer needs which are becoming increasingly demanding, they do not tolerate indiscriminate sales actions.

Raúl García Monclús CEO & Senior partner of the Financial Services and Insurance practice
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