Revolutionizing Digital Sales in the Financial Services Sector: A Case Study with the Largest Global Bank Operating in Brazil
The financial services sector is witnessing a digital transformation, with businesses seeking innovative ways to improve their sales. In this article, we share a case study of our collaboration with the largest global bank operating in Brazil, showcasing how Atento leveraged digital sales and next-generation capabilities to boost the client's credit card sales.
The Client
Our client is the largest global bank operating in Brazil. They are massively oriented towards retail with wholesale segments and offer a broad portfolio of products and services for individuals, small and medium-sized companies. Despite their impressive operations, they were seeking to find alternative ways to improve their credit card sales.
Challenges and Objectives
The primary challenge was to improve the credit card sales of the client by leveraging alternative ways. The objective was to implement a solution that would use digital sales and next-generation capabilities.
The Atento Solution
Atento understood the need and implemented a solution that comprised lead generation and digital channels. This approach was based on analytical enablers orienting Next Best Action (NBA), Next Best Offer (NBO), and the customer's preferred channel. The overall process had the client's internal routines and touchpoints, with Atento incorporating non-invasive features within the client's website.
One of the highlights of the solution was an online process that started with digital marketing and went through product issuing, activation, and Welcome Call process. The campaign generated 429k sales at a cost 75% lower than the telesales process.
Results
Atento's strategic support led to significant results. The solution comprehended the whole sales activity using digital channels according to the customer's preferred choice, from the generated lead through social media advertising. This strategy led to an increase in credit card sales for the client.
Conclusion
Atento's commitment to revolutionizing digital sales in the financial services sector is evident in our collaboration with the client. By focusing on digital channels, analytical enablers, and customer preference, we were able to improve the client's credit card sales.
If you're facing similar challenges in your business and want to learn how Atento can help you leverage digital sales and next-generation capabilities, schedule a free call with us. We're here to help you navigate the complexities of the financial services sector while ensuring exceptional sales results.
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