WisePorter in finance: performance, flexibility and efficiency wherever you look
For banks, insurance providers, insurance comparison and financial advisors
What your business gains
Shorte time-to-market. You can turn your brilliant ideas into new offerings and start selling them within minutes. No need for an IT project with related costs and timelines.
Higher sales thanks to personalized offers. You can tailor your offers to each customer’s specific situation, with ideal timing, through the most suitable sales channel.
Modern business scenarios. You are finally able to easily create and offer the most suitable combinations (packages) of products and services from various companies in your group under a common identity.
Clarity and tidiness in your vast product portfolio and unified reporting about its contents.
Independence from specific people. Even if a key person leaves, your know-how stays in your system.
What your customers gain
Relevant products matching their needs, their problems and their situation at the time (based on the information you have gathered about them)
Meaningful offers from various companies in your group, e.g. mortgage, loan, insurance, investment opportunities, savings advice or anything else appropriate for their situation
Timely solution to their problems and personalized approach which will increase their loyalty to your company and brand
What your IT can do now
Deliver an omnichannel solution – finally, there is a single source of truth about all products and services for all sales channels
Consolidate your reporting – since there is one unified system
Minimize the time wasted setting up various parameters, instead of focusing on developing new, useful solutions.
All of this is feasible even if you are a large, traditional bank or insurance company. Yes, we can hear you say:
“Our internal environment is too complicated for this.”
Maybe it is. But we have no ambition to overhaul your bank’s infrastructure with hundreds of mission-critical systems. On the contrary, we specifically aim at areas where it makes most sense. Working closely with you, we will identify and solve specific problems with highest added value and lowest risk – typically internet- and mobile-banking, where your competitors have been stealing your customers.
If, on the other hand, you are a new bank, financial advisory company, or insurance comparison site, WisePorter will help you establish an extremely flexible architecture right from the start. You will maintain your ability to react to market changes for many years to come.