Building Trust and Growth in Banking and Insurance
Financial services face a changing landscape: a significant portion of the Latin American population remains unbanked, and new "fintech" competitors are rapidly capturing digital customers. At the same time, clients demand hyper-personalized experiences and expect their bank or insurer to anticipate their needs by intelligently using their data. Trust and regulatory compliance remain essential pillars.
Main Challenges for Commercial Teams in Banking and Insurance
Expanding offerings to unbanked segments, combining physical and digital channels.
Competing with neo-banks and digital insurers that offer agile processes and lower fees.
Converting large volumes of transactional data into personalized recommendations, generating value for the customer.
Adapting to increasing regulation and maintaining high standards of ethics and transparency.
Managing teams that work in a hybrid model (branch and remote) without losing productivity or closeness to the customer.
Our Experience in Banking and Insurance.
Our approach combines consulting, mentoring, training, and digital tools to improve efficiency and productivity in banks and insurance companies. We have collaborated with Galicia Seguros, MAPFRE, and other financial institutions in the region, developing sales-force management indicators, wealth-advisory training programs, and variable compensation schemes. Our VECTOR® platform provides control dashboards to promote goal achievement, while our human guidance facilitates change adoption and strengthens the service culture.
Our Clients in the Banking and Insurance Sector
