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Precedente Successivo

MEDIOLANUM:

Digital solutions exclusively for Family Bankers

TOPIC: WORK FORCE AUTOMATION, EXPERIENCE MANAGEMENT
INDUSTRY: FINANCE

CLIENT BACKGROUND

Mediolanum is a major player in Italy’s financial advisory sector. The group stands out for its ability to universally meet customer’s needs. A single, universal approach whose strategic core lies with Family Bankers and multichannel banking.

BUSINESS CHALLENGE

The rapid evolution of products, their growing complexity and the diversity of customers require substantial effort in order to perfectly enhance the value of the quality of an investment proposal. Add to these challenges the inherent complexity of managing a large, highly professional sales network that needs to be kept continually up-to-date on the market, the products and the most strategic services.
In this specific case, Mediolanum’s requirement also involved the launch of a new range of financial products, such as unit linked plans.

 

The Scope
In light of Mediolanum’s needs, Sysdata planned and developed an app for tablets which would not only serve as an attractive, engaging pre-sales tool, but would also help Family Bankers to promote the bank’s latest products.
The application features simulation tools designed to pinpoint the most appealing product configuration for the customer in real time.

IL CONTRIBUTO DI SYSDATA

INTEGRATION AND RELIABILITY

By applying its expertise in this particular sector, Sysdata was able to guarantee the integration of the business functions required by the sales department whilst reducing the time needed for implementation, and adopted secure, non-invasive technological solutions for data integration into the tablet application.

Analisi
Governance
Execution
Service

Business outcome

Mediolanum's financial advisers are now equipped with a comprehensive, functional tablet application capable of clearly conveying all the advantages of new products through the use of simulators required for pre-sales activities.

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Marketing TechnologiesProject ManagementMobile Development Services
CDS – Financial Services Systems Technology StackCDS – Web (HTML/JS/CSS)CDS – ORACLE and PL/SQL
CDS – JAVA e .NETBusiness Intelligence

FINANCE

A new application to present the group's finance offers in a clear, intuitive way.

READ ABOUT THE PROJECT →

INSURANCE

A centralised information system linked to the registry of brokers of the Sales Force, in a variety of forms, from business to IT.

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INSURANCE

A high-performing target system to manage the Non-Life, Non-Motor portfolio for a large Insurance Group.

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