AI Platform for CRM for Financial Institutions
Specialized platform in technological solutions aimed at improving the customer experience, focusing on automation, artificial intelligence, and integration of service channels. Its main products include: omnichannel service platform, AI-powered service automation, interaction analysis and monitoring, system integration.
Specialized platform in technological solutions aimed at improving the customer experience, focusing on automation, artificial intelligence, and integration of service channels. Its main products include: omnichannel service platform, AI-powered service automation, interaction analysis and monitoring, system integration.
Back to Home
AI Platform for CRM for Financial Institutions
Overview
Enables a 360-degree view of the portfolio, focused on prospecting offers and managing customer interactions through AI. Facilitates the alignment of legacy to the fintech digital world. It is now possible to carry out and accelerate Digital Transformation in the financial industry, with an important strategic differential of aligning legacy systems to the 'fintech digital' world. Using the Platform for Digital Transformation tailored to financial institutions, 100% customizable, it combines CRM, BPM, commercial management, Variable Remuneration programs, and Channels (real-time customer interaction) into a single solution. It also allows for omnichannel campaign management and triggering, as well as the development of machine learning models (Auto ML).
Overview
Enables a 360-degree view of the portfolio, focused on prospecting offers and managing customer interactions through AI. Facilitates the alignment of legacy to the fintech digital world. It is now possible to carry out and accelerate Digital Transformation in the financial industry, with an important strategic differential of aligning legacy systems to the 'fintech digital' world. Using the Platform for Digital Transformation tailored to financial institutions, 100% customizable, it combines CRM, BPM, commercial management, Variable Remuneration programs, and Channels (real-time customer interaction) into a single solution. It also allows for omnichannel campaign management and triggering, as well as the development of machine learning models (Auto ML).
Overview
Enables a 360-degree view of the portfolio, focused on prospecting offers and managing customer interactions through AI. Facilitates the alignment of legacy to the fintech digital world. It is now possible to carry out and accelerate Digital Transformation in the financial industry, with an important strategic differential of aligning legacy systems to the 'fintech digital' world. Using the Platform for Digital Transformation tailored to financial institutions, 100% customizable, it combines CRM, BPM, commercial management, Variable Remuneration programs, and Channels (real-time customer interaction) into a single solution. It also allows for omnichannel campaign management and triggering, as well as the development of machine learning models (Auto ML).
Applicability
• Time management; • Standardized decision making; • Incentive system creation; • Supervision mechanism creation; • Digital interactions; • Data centralization; • Channel operation optimization; • Data usage for relationship campaign generation and sales actions; • Creation of machine learning models, performance monitoring and analytics for financial services.
Applicability
• Time management; • Standardized decision making; • Incentive system creation; • Supervision mechanism creation; • Digital interactions; • Data centralization; • Channel operation optimization; • Data usage for relationship campaign generation and sales actions; • Creation of machine learning models, performance monitoring and analytics for financial services.
Applicability
• Time management; • Standardized decision making; • Incentive system creation; • Supervision mechanism creation; • Digital interactions; • Data centralization; • Channel operation optimization; • Data usage for relationship campaign generation and sales actions; • Creation of machine learning models, performance monitoring and analytics for financial services.
Benefits
• 16% reduction in product distribution costs; • 25% reduction in expected credit loss; • 53% growth in commercial productivity; • 21-point improvement in NPS; • 99% user satisfaction rate; • 100% customizable platform; • 360° customer view adapted to Open Finance; • Measurement of incentive campaign results.
Benefits
• 16% reduction in product distribution costs; • 25% reduction in expected credit loss; • 53% growth in commercial productivity; • 21-point improvement in NPS; • 99% user satisfaction rate; • 100% customizable platform; • 360° customer view adapted to Open Finance; • Measurement of incentive campaign results.
Benefits
• 16% reduction in product distribution costs; • 25% reduction in expected credit loss; • 53% growth in commercial productivity; • 21-point improvement in NPS; • 99% user satisfaction rate; • 100% customizable platform; • 360° customer view adapted to Open Finance; • Measurement of incentive campaign results.
ID
BRA3700
Categories
Financial services
Customer service
Financial
Operations
Inteligência Artificial Generativa
API
Big data analytics
Nuvem
A multinational that drives innovation through a platform of certified startup solutions. Accelerates innovation with less risk and more agility for companies.
Institutional
Policies
EVOX GLOBAL CNPJ 35.635.673/0001-00
A multinational that drives innovation through a platform of certified startup solutions. Accelerates innovation with less risk and more agility for companies.
Institutional
Policies
EVOX GLOBAL CNPJ 35.635.673/0001-00
A multinational that drives innovation through a platform of certified startup solutions. Accelerates innovation with less risk and more agility for companies.
Institutional
Policies
EVOX GLOBAL CNPJ 35.635.673/0001-00