Banco Galicia implements new commercial and customer service platform

Banco galicia is one of the leading private banks in argentina. Through its traditional and alternative distribution channels, it markets a wide range of financial products and services for individuals and companies.

Challenge

Implement a new commercial and customer service platform that enables Banco Galicia to provide a richer and more differentiated experience to both its end customers and its employees with 4 main focuses (V360, Strength and Architecture of Sales and Claims) for the Banco Galicia executive to strengthen the relationship with its customers and enhance competitiveness.

Solution

• Implementation and Configuration of MS Dynamics 365.
• More than 50 integrations with the Bank's Omnichannel platform for the 360 customer view and the Sales Force Dashboard.
• Building a rules and intelligence engine that supports sales processes.
• Integrated Loan Front process to simulate and deliver the best possible loan to the customer.
• Process for post-sales and loyalty management.

Benefits

• Rapid response to Financial Services Users Protection regulations.
• Effective case management.
• Codification of complaints, claims and inquiries received through its contact points.
• Improved level of service and customer satisfaction.