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Commercial agents across various banking institutions navigate a complex market daily. Tailoring strategies to meet the specific needs of their clients, along with monitoring their locations, is crucial for success
The challenge
To rapidly and accurately consolidate and transform data, delivering insights that drive value for sales strategies and enhance customer service.
Cognitive walkthrough sessions, along with other evaluation practices, were implemented to enhance usability and identify potential pain points.
A collaborative effort with experts in information engineering and business intelligence led to a significant boost in sales, along with a 37% improvement in customer service scores.
These remarkable results were achieved using 4 boards and 5 filter types.
A statistical system assigns clients to each advisor and organizes them based on priority variables, including product type, location, and customer profile.
Tools
UI, UX & Frontend Develop: Fernando Calixto
