BANKING & FINANCE

SUCCESSFULLY TRANSFORM YOUR DIGITAL BUSINESS THROUGH THE POWER OF INTELLIGENT DATA!

AN INDUSTRY UNDERGOING RAPID TRANSFORMATION

FINANCIAL INSTITUTIONS ARE FACING RELENTLESS PRESSURE...

Confronted with the evolutions in their regulatory, economic, social and technological environment, the financial sector is experiencing unprecedented transformation, which have a significant impact on strategy, processes and the overall management of the whole industry. The new developments have included the appearance of new, exclusively digital players, as well as multi-banking and increased virtualization of customer contact points.

DATA HAS BECOME THE CORNERSTONE OF YOUR SUCCESS...

There is an inestimable wealth of data available regarding the knowledge of your customers (purchasing behavior and habits, etc.). Enhancing, exploiting, and capitalizing on this wealth of data is the key to improving and optimizing customer relationship, preventing risk and fraud, and fulfilling the requirements of regulatory authorities.

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These are all the challenges you need to take up to stay competitive, capture and retain your customers, while continuing to attract and strengthen your customer loyalty.

Learn more about how ChapsVision, as an expert in sovereign data processing, will help you succeed, through a comprehensive software suite built around its system for exploiting massive, heterogeneous data.

CHAPSVISION OFFERS YOU A 360° RESPONSE

Customer data operating system

  • Acquiring extended customer knowledge
  • Predicting economic changes through sophisticated modeling scenarios
  • Producing automated leads to improve sales performance while reducing prospecting effort
  • Identifying additional or cross-selling opportunities
  • Anticipating potential payment defaults
  • Anticipating money laundering and countering the financing of terrorism

Business & Strategic Intelligence

  • Collecting, analysing, and disseminating massive amounts of information on the web
  • Understanding ecosystems and their evolution
  • Monitoring current events in real time
  • Recognizing opportunities and threats at an early stage

Compliance

  • Complying with the KYC process
  • Identifying and gathering customer risk profile, experience, and objectives in compliance with MIFID II
  • Complying with GDPR
  • Anticipating money laundering and countering the financing of terrorism
  • Analyzing and transcribing traders' conversations

Cybersecurity

  • Ensuring the safety of goods and people by analysing video streams using AI
  • Setting up a secure bidirectional gateway between two information systems
  • Undertaking audits & penetration tests
  • Ensuring compliance and certification of sensitive systems

Crisis management

  • Setting up resilience procedures
  • Attending crisis training & exercises
  • Acquiring on-the-spot support
  • Using digital tools to assist crisis management
  • Obtaining constructive feedback
Marketing Automation
  • Identifying your best targets using all your customer knowledge
  • Optimizing & automating your multi-channel campaigns with highly personalized messages
    adapting to your customers' lifecycle (acquisition, development, loyalty, etc.)
  • Measuring the performance of your campaigns

Salesforce management

  • Managing key accounts and contacts
  • Structuring and tracking sales processes (prospecting, appointments, reports, offers, contracts)
  • Measuring sales performance

Customer Service

  • Managing omnichannel contacts and inbound interactions
  • Analysing telephone conversations and documents
  • Processing requests and complaints based on task workflows
  • Measuring efficiency and customer satisfaction

THE BENEFITS OFFERED THROUGH OUR MODULE-BASED SOLUTIONS!

MASTER COMPLIANCE AND MARKET KNOWLEDGE

To maintain their legitimacy and credibility, financial institutions must constantly navigate through a maze of strict regulations. They are required to both anticipate and react to fast-changing interest rates, stock markets and economic trends, while effectively managing financial risks. Such complex situations require tools and advice that are tailored to this operational reality. These are the areas where our unique, modular Business and Strategic Intelligence solutions can be applied! Moreover, our Speech Intelligence solution helps to strengthen regulatory compliance by transcribing telephone conversations, particularly in trading rooms.

BROADEN YOUR KNOWLEDGE & STRENGTHEN YOUR CUSTOMER RELATIONSHIPS

Highly competitive environments have made it essential to provide tailor-made services to meet the specific needs of each customer. Discover our comprehensive solutions adapted to your industry challenges, to improve the understanding of your customers, to strengthen your relationships, and to maintain your competitiveness in an ever-changing sector. Learn more about our solutions, each natively connected and modular, designed to improve both customer engagement and performance.

INCREASE YOUR SALES

In an increasingly competitive environment, the need to retain the loyalty of ever more demanding customers, the complex management of financial products and portfolios, and strict compliance with rigorous regulations, all add new complexities to your sales processes. Our high-performance tools are designed to equip your sales force and optimize your performance. Discover our comprehensive solutions designed to manage accounts and contacts, structure and monitor all sales processes (from prospecting to contracting), while measuring and improving your growth.

STRENGTHEN YOUR SECURITY AND RESILIENCE

The complexity of financial systems, combined with the constant evolution of threats, requires unrelenting vigilance to ensure the utmost protection of financial assets and confidential information. Securing exchanges and withstanding attacks are imperatives for cultivating customer trust, ensuring the integrity of financial operations and securing the future of the industry. Learn how ChapsVision can assist you to achieve these goals by enhancing your security and resilience.

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The ChapsVision group in a few figures

17 acquisitions

+20 years of expertise

600 employees

+600 key account customers

180M€ turnover in 2023

Contact our experts in Banking & Finance

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