financial
Efficiency and compliance in servicing the Financial Sector
Transactional billing and service on WhatsApp with governance and AI, lifecycle CRM, and recovery with compliance
Transactional billing and service on WhatsApp with governance and AI, lifecycle CRM, and recovery with compliance
Rules and audits require traceability, controls, and communication governance. Consent and secure data processing are conditions for scaling up.
Open Finance, AI, and conversational channels are changing service, sales, and billing. Institutions that integrate data and operation gain speed and efficiency.
Fraud and leaks have a direct impact on trust, fines, and reputation. Security by design, access control, and auditing are indispensable.
Teams need to sustain high volume with quality, even with lean structures. Automation and copilots reduce TMA and free up specialists for critical cases.
The customer requires immediate response, context, and resolution without repetition of information. Frictions in the journey saw churn, public complaint, and loss of revenue.
Income fluctuations increase default and pressure for renegotiation. Smart billing and targeted actions help protect wallet and cash.
Fintechs and commoditized products compress margins and raise CAC. Retention, personalization, and operational efficiency underpin LTV and profitability.
API-first integration with core banking, ERPs and gateways, with SSO for governed access and rapid adoption in the service operation.
Clear catalog of services and SLAs for continuity and predictability, with consulting and strategic support for continuous process evolution.
Audit panels, logs, and auditable trails, with immutable activities and access controls for LGPD and KYC in regulated flows.
Billing journeys connected to service, with automation and specialized bots to reduce the cost per interaction and support operational decisions in environments integrated with the core.
CUSTOMER SERVICE
WHATSAPP BROKER
SOCIAL MONITORING
MARKETING AUTOMATION
SALES automation
Learn about successful cases of companies in the segment that use our solutions and have achieved great results!
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Understand how Marketing Suite, our platform specialized in martech, met the entire standard of service provided by Claro's support team, contributing to achieving engagement rates of up to 35% higher compared to the previous period (YoY).
Read the full caseUnderstand how Marketing Suite, our platform specialized in martech, met the entire standard of service provided by Claro's support team, contributing to achieving engagement rates of up to 35% higher compared to the previous period (YoY).
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Understand how Alelo evolved relationship management with customers and partners to gain more operational control and consistency in the experience. Download the case to see the context, decisions, and learning from the project.
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Virtual assistants accelerate banking automation in digital banks by opening accounts, servicing 24/7, and executing transactions securely and compliantly.
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Automate routines with a financial workflow: reduce costs, streamline credit analysis, identify customer profiles, and gain visibility of demands.
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Automate the control of accounts payable, reduce errors, gain traceability, and meet deadlines, with automatable processes and LGPD security.
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Reduce PDD and increase recovery
Answer and sell on WhatsApp with governance
Automate with AI and gain productivity
Integrate fast and scale securely
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