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Retail Banking

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Overview

Engage your customers with the experiences they prefer

Provide your customers with financial experiences that become part of their daily lives and help them achieve their goals.

About this solution

Omnichannel, innovative and intuitive solutions that put user experience at the center to simplify financial lives.

Functionalities

Our modular offering quickly boosts your value proposition. Challenge traditional processes and offer meaningful experiences to your customers.

·Transfers

Provide all types of transfers available both locally and internationally, with an agile and consistent experience.

·Card payments

Expand card payment options, improving the experience of offline and in-store payments, with physical and virtual cards.

·Payment for services

Simplified adherence and management of automatic debits, anticipates payment deadlines and provides tools for controlling expenses.

·Loans

Facilitate acquiring and managing credits 100% digitally. Notify your customers of news and allow them to see all the details of the loans.

·Investments

Attract your customers' investments with tools to make better financial decisions and track their placements.

·Onboarding and Digital Identity

Link customers 100% digitally, with a secure and frictionless process that adapts to the Bank's policy.

Avoid or minimize the intervention of the Bank, and access all information from the Back Office.

·Back Office

Digital channel that makes the Bank's management easier.

Give your employees the tools they need to properly assist customers and drive sales.

·Personal Finance

Offer agile and intuitive tools so your customers can manage their personal finances, promoting better financial health.

·Push Notifications

Carry out mass or segmented promotional campaigns.

Send messages to specific users to assist them with a process and make sales.

·Security

Securely authenticate users at all times, from a login to a monetary transaction approval.

Lean on our Suite of Innovative and Scalable Solutions, and design your own business rules in each flow and channel to provide maximum security with the best user experience.

Benefits of Retail Banking

·Omnichannel experience

Optimize the digital experience in line with the type of device and the user's context.

·Prioritize the life cycle

Offer products and services that will accompany your customers at every stage of the life cycle and based on how much you know them.

·Balance between UX and Security

It guarantees the best experience and security so that operations are carried out with quality.

·Cross-sell and Up-sell

Maximize the profitability of your business by promoting the cross-selling and up-selling of solutions thanks to greater customer engagement.

·Customer analytics

Take advantage of your customers' analytics to offer products in line with the opportunities that are detected and reduce the dropout rate.

·Better service for your customers

Empower your sales teams with digital solutions that allow them to better understand customers, to make more sales and provide better service.

·Quality partner ecosystem

You can count on our ecosystem of trusted partners to leverage your digital strategy.

The Power of Retail Banking

Offer unique experiences to your customers.

·Customized experiences

Your customers can configure the application according to their preference.

Enable features to customize favorite transactions, adjust the visual experience, language, and more.

·Savings with purpose

With the pockets solution, your customers can allocate money to savings goals, and categorize expenses and revenues to improve their finances.

·Customize by affinity

It offers a value proposition tailored to each business niche, without limits.

It generates a value proposition for young people or the elderly that is simple and fits the needs according to their profile.

·Knowledge of your customers

Take advantage of and enhance the knowledge you have about your customers with our solutions and device functionalities, and offer products and services when your customers need them.