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:: Measuring Model of "Voice of the Customer" Commercial Banking
Definition and measurement of the "Voice
of the Residential Customer" in the segment of individual
banking, constructed from a pool of indicators and metrics
of quality perceived by the Customer (Customers'
Studies of Satisfaction) and from "produced" quality
from the Bank (metric objective of level of service)
offered in branches, registered claims, etc).
The objective of this project is related to the integration
and maximum use of information generated in scattered
form by different sectors of the bank, for a cluster
around of the commercial network in similar groups of
branches by service and quality levels, allowing the identification
of improvement opportunities and the development of selective
policies for each one of the cluster thus constructed.
:: Measuring Model of the level of service in the segment of Personal Banking
Study developed for one of the 10 largest financial groups of the world with which defined the model for measuring quality of service in Personal Banking through the national branch network. Along with the design, the study included the measurement of actual levels of service offered, which allowed the assessment and the degree of introduction of predefined standards in the Bank and highlight any opportunities for improvement.
:: Customer Test Center (CTC)
Implementation of an advanced Customer
Test Center in one of the world's leading banks in technological
innovation. The scope of this collaboration is focused
on taking the business simulation on the launch
a new mobile channel to provide services to Customers,
testing from a customer's products and services, processes
and promotions launched to the market for this new channel,
in order to ensure pre-established quality and service
levels.
:: Financial Market Observatory in Personal & Corporate Banking
Design, development and deployment
of a permanent Financial Market Observatory in Personal
& Corporate Banking in one of the largest banks in Latin
America, whose scope is focused on monitoring the competition
through an continuous analysis of "benchmarking"
of the marketing actions "above and below the line",
as a basis for decision making at the tactical and strategic
in the different business units of the bank.
:: Control of Corporate Banking Accounts
The audit (control) of accounts has
been designed to complement the information obtained by
the Financial Market Observatory, with the analysis
of all processes and operational aspects of the banks
surveyed competitors, so consistently and systematically.
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