Financial service and Insurance

Our client aimed to optimize and automate critical aspects of customer onboarding, including document verification, user identity validation, and identity recognition, to enhance efficiency, security, and overall user experience. By integrating a guided selling approach, providing commercial support, and streamlining appointment scheduling, they sought to create a seamless and engaging customer journey. Additionally, they focused on strengthening customer loyalty through targeted retention initiatives designed to foster long-term engagement and satisfaction, ensuring a more personalized and efficient customer care strategy.

We supported customers in their purchasing journey through structured proposition activities. We integrated AI-powered onboarding automation to streamline critical tasks, reduce manual effort, enhance efficiency, and deliver a seamless and secure onboarding experience.

These are the key initiatives we managed:

• Lead generation: we managed inbound leads to propose product upgrades or fee discounts.
• Lead qualification: we engaged in cold contacts to qualify prospects for e-commerce product sales.
• Customer management: we provided dedicated support for customer care activities.
• Video lead generation: we facilitated agreements through video-based lead generation.
• Identity document processing: we automated the verification and processing of identity documents using Computer Vision and AI-driven solutions.
• Face verification: we implemented AI-powered face recognition technology to enhance security and streamline user identity validation.
• Retention initiatives: we strengthened customer loyalty through targeted cross-selling strategies.