São Paulo, Brasil / 12 Years in Business / Finance/ Business Consulting and Analytics

São Paulo, Brasil / 12 Years in Business / Finance/ Business Consulting and Analytics

Targeting higher revenue segment with without higher risks.

CHALLENGE

•Conventional Risk Score tends to reject high-revenue customers, while conventional Revenue Score tends to increase risk level of clients.

 

•Hard to find high-revenue, low-risk revolvers.

 

 

SOLUTION

•Tensor ModelTM technique to jointly predict customer’s risk and revenue dimensions.

 

•Target high-revenue segments without increase customer risks.

 

 

Results

•30+%

increase in net profit for clients

Targeting higher revenue segment with without higher risks.

Challenge

•Conventional Risk Score tends to reject high-revenue customers, while conventional Revenue Score tends to increase risk level of clients.

 

•Hard to find high-revenue, low-risk revolvers.

 

 

Solution

•Tensor ModelTM technique to jointly predict customer’s risk and revenue dimensions.

 

•Target high-revenue segments without increase customer risks.

 

 

Results

•30+%

increase in net profit for clients

“SERGIO AND HIS TEAM HAVE THE IDEAL RISK MANAGEMENT MINDSET TO BRING NEW PERSPECTIVES AND TO MAKE THINGS DIFFERENT AND BETTER”

 

Rubén Gross   |   Founder & CEO

Mexico City, Venustiano Carranza, CDMX / 9 years in the market / Boutique consultancy specialized in Customer Experience / Management of strategies related to Customer Experience

Mexico City, Venustiano Carranza, CDMX / 9 years in the market / Boutique consultancy specialized in Customer Experience / Management of strategies related to Customer Experience

Decrease in the time of attention and resolution of insurance claims cases to avoid financial losses due to impact on the promised service levels, and increase the retention of customers and sales compared to those agreed with the business partners.

CHALLENGE

•3 different partner systems for handling claims cases.

 

•Loss of clients due to late handling of cases.

 

 

SOLUTION

•CX strategy with implementation to unify 3 systems

 

•Implementation of cross-selling programs by CX

 

 

Results

•60+%

Time reduction in resolutions

 

•75+%

Increase in sales

 

Decrease in the time of attention and resolution of insurance claims cases to avoid financial losses due to impact on the promised service levels, and increase the retention of customers and sales compared to those agreed with the business partners.

CHALLENGE

•3 different partner systems for handling claims cases.

 

•Loss of clients due to late handling of cases.

 

 

SOLUTION

•CX strategy with implementation to unify 3 systems

 

•Implementation of cross-selling programs by CX

 

 

Results

•60+%

Time reduction in resolutions

 

•75+%

Increase in sales

 

“The destination is important, while the trip can be enjoyed at all times”

 

Juan Manuel Noya   |   Co-Founder & Partner at NodoCX

Bogotá, Colombia / since 2003 / 361° Training and Consulting / Leadership – Communications – Productivity

Bogotá, Colombia / since 2003 / 361° Training and Consulting / Leadership – Communications – Productivity

Skills and behaviors transformation experienced by the leaders let speed up the changes needed in the organization

Challenge

Upskilling in communication and empowerment as well as improving team performance management

 

Solution

Blended Leadership training program

 

Results

Easier process

for regional integration

President’s Award 2019

Leadership program

180

Leaders trained

Skills and behaviors transformation experienced by the leaders let speed up the changes needed in the organization

CHALLENGE

Upskilling in communication and empowerment as well as improving team performance management

 

SOLUTION

Blended Leadership training program

 

Results

Easier process

for regional integration

President’s Award 2019

Leadership program

180

Leaders trained

“It is a great joint effort. 361° adapted to our organization conditions. We did a perfect match very important between what we have learned and what the leaders needed”

 

Ana María Gómez   |   Andean Talent Acquisition & Development Manager