TECHNOLOGY
LEVERAGING INNOVATION FOR THE BENEFIT OF PARTNERS AND THEIR CLIENTS
Pre-sales and sales
PORTUGAL, SPAIN, EUROPE
LEVERAGING AI FOR SMARTER TELEMARKETING CAMPAIGNS
BNP Paribas Cardif and Universo, a financial services company founded by Cardif’s long-time partner Sonae, have worked together to improve the sales of insurance products (available via Universo’s credit cards), in order to address one of the main pain-points of partners: maximising the profitability of its outbound telemarketing campaigns.With over one million customers, Universo is well established in the market but wanted to enhance its efficiency to bring more of its customer base to insurance products.
To optimise the first offer made to each client, BNP Paribas Cardif and its partner developed an analytics solution based on several machine learning algorithms. BNP Paribas Cardif’s expertise and Sonae’s data were merged in an agile framework, enabling the partners to implement the project together while making AI-empowered human choices at every step. The results speak for themselves: +27% policies sold per lead.
“We believed that AI offered the best capabilities, given that the solution we sought was more of an analytics challenge than an operational one,”
After-sales and claims
CHILE, LATIN AMERICA
Deploying a 100% online platform for a more integrated partner and customer experience
Together, BNP Paribas Cardif in Chile and its partner Banco Itaú contribute to making insurance more accessible to more than 400,000 new clients. Following the signature of a 10-year exclusive insurance distribution agreement, they will bring added value to life and non-life insurance policyholders by offering a simpler and more integrated experience. The platform benefits both customers and partners, thanks to a digital ecosystem that includes sales, after-sales and claims. Itaú’s executives also enjoy exclusive access to +Tips and +Training, applications with advice delivered right to their phones.