Markets

Financial Services

We are trusted by financial institutions for our tailor made solutions, expert CX advice and game-changing technologies.

Covisian Mercati Servizi Finanziari

Customer eXperience solutions that will make your customers smile.

We are a trusted partner for banks, offering you more than just a service. Covisian provides tailored solutions, advice from experts in the banking industry and game-changing AI powered technologies that redefine Customer eXperience in the financial sector. Our commitment to understanding the unique needs of this industry allows us to deliver unparalleled support that fosters growth and trust.

Make it easier. Make them smile!

Migrate high-cost services

Migrate high-cost services into branch service models with A-class CX partners like Covisian.

Digitize your sales experience

Focus on the right products and customers, and deliver great Customer sales eXperience. Turn the complex task of customer care in a corporate B2B2C environment into a simple task.

Become a trusted online branch

With integrated Customer eXperience boosted with outbound selling capacity and semantic engines.

Services

Omnichannel customer care
Omnichannel customer care
Client personal data update
Client personal data update
Asset matching
Asset matching
Data normalization
Data normalization
Geocoding vs client ID
Geocoding vs client ID
Data management & maintenance
Data management & maintenance
Outbound selling proposition
Outbound selling proposition
Digital Assisted
Digital Assisted
Digital Proactive Engagement
Digital Proactive Engagement
Appointment booking
Appointment booking
Digital signature
Digital signature
Visual appraisal
Visual appraisal
Agency network support
Agency network support
Proactive post sales customer care
Proactive post sales customer care
Store Analytics
Store Analytics
Debt collection
Debt collection
Commercial back office
Commercial back office
Claim management
Claim management
Retention
Retention

Related Markets

Ready to start delivering smiles

Contact us

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C.F./P.IVA 07466520017 - R.E.A. MI 2112944 - Cap. Soc. € 837.323,04 i.v.