One of the leading financial institutions in the region, with European roots and specializing in insurance and banking services, together with another major Iberian-origin bank with a strong presence in our market, joined forces to create a proposal 100% focused on protecting people.

This emerging organization faced the challenge of modernizing its operations to adapt to the digital world. With the need to "be where the customer is" and optimize its internal workflows, it sought a solution that would allow it to streamline its claims, purchasing, and supplier management processes, thereby improving the experience for all users.

The company operated with traditional methods that caused delays and lack of transparency. The challenges were multiple and complex:

They sought a platform that would allow them to:

• Traditional customer service: They needed to transform the slow and manual claims reporting process into a digital, user-friendly solution accessible from different channels.
• Manual purchasing management: The purchasing process was confusing and lacked a tool to unify and record different levels of authorization, which caused significant payment delays.
• Black box in supplier management: Multiple supplier assessments were handled by different departments in a disconnected way. This lack of traceability made follow-up difficult and delayed the onboarding of new suppliers.

The company chose a fast-deployment platform that allowed each challenge to be addressed in a modular and efficient way. The goal was to create a digital ecosystem that unified the customer experience, internal processes, and supplier relationships.

Complete visibility in supplier management

To solve the lack of traceability in supplier onboarding, a solution was developed to unify multiple internal assessments. Now, a single centralized form consolidates the results from each department’s evaluations, making it easier for the purchasing team to track and make decisions. This tool was designed to be flexible and can be parameterized by internal teams according to their needs.

The implementation of these solutions transformed the company’s operations on multiple fronts, proving that a gradual approach can generate massive impact.

• Operational efficiency: The digitization of purchasing processes and payment automation eliminated bottlenecks and reduced management times.
• Optimized customer experience: The new claims platform improved service and simplified a process that used to be manual and confusing.
• Traceability and full control: The new supplier management solution provided the company with complete visibility of assessments, facilitating tracking and improving decision-making.