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BPO and IA solutions for the
Financial sector in Spain

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Services for the financial sector

BPO, Automation and AI for banking, insurance and fintech.

Análisis financiero digital en portátil y móvil para optimizar procesos de atención al cliente.
Multichannel attention: Attention by phone, chat and social networks to accompany customers at each point of contact.

Process automation: Automated management of registrations, queries and cancellations to reduce time and operational load.

Conversational AI with Human Support: Digital agents to resolve frequent requests, with escalation to human equipment when the case requires it.

Document management and financial backoffice: Operational support for documentation, case management and administrative processes of the financial sector.

+ 1 %
Operational Efficiency
- 1 %
waiting times
+ 1 %
Customer Satisfaction (NPS)
1 /7
continuous attention

Customer and vertical portfolio

Asesora de atención al cliente especializada en servicios financieros y seguros.
Success Case | financial sector

CHALLENGE: Support the audit of 30,000 sales of insurance sung per month in a timely, accurate and risk-free way, to facilitate a reliable issuance of policies and reduce claims or cancellations.

Solution: An AI-based solution trained with the quality and sales compliance scripts, product and matrices was implemented, automating process extraction, classification and validation.

identified opportunities:

  • Knowledge gap detection.
  • Identification of script improvement opportunities.
  • improvement of the training process.
  • Decrease in turnover and increase in sales ratio by sector.
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we transform
experiences

Our perfect union between  Human Talent + AI turns each interaction into a memorable experience.

Spain

(+ 57) 321 237 4226

Colombia

PBX (601)600-0222 Commercial: (57)320-2197086

Transform financial attention with more agile, safe and efficient operations.

Integrate BPO, Conversational, Automation and Analytics to improve your customer experience, optimize processes and scale your banking, insurance and fintech operation.

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