Case Study Category: Banking and insurance

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Omnichannel communications management

An insurance company needed to improve its customer relationship model, moving towards personalized, multichannel and efficient communication. The traditional processes were costly, inflexible and did not allow for a homogeneous experience or sufficient traceability in the interactions. A Customer Communications Management

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Intelligent document management

An insurance company needed to improve efficiency, traceability and security in the management of its documents, both physical and digital. The high volume of documents, the need for quick access to information, regulatory compliance and the growing demand for digitization made

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Generative artificial intelligence applied to banking

A top-tier banking institution wanted to explore the potential of Generative Artificial Intelligence to improve its competitive positioning and optimize its day-to-day operations. The goal: anticipate customer churn and discover new relationship opportunities in the business ecosystem. We designed and implemented

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Development of a business plan for the digital capitals sector.

A technology company in the financial sector needed to launch a new digital capital market based in Bizkaia. To do so with guarantees, it needed to define its strategic positioning, know the regulatory environment and build a solid Business Plan, aligned

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