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Banks customers seek personalised attention and a quality service adapted to their tastes and particular needs. Afi has developed a comprehensive range of consultancy products and services aimed at transforming the traditional product-based approach into a client-driven approach, the main objective of which is to generate value in each and every one of the relationships or transactions between the institution and the customer in order to generate sustainable increases in income, loyalty and wallet share ...
The services that we have developed include:
The services that we have developed include:
- Streamlining and optimisation of branch networks and reorganisation of the commercial structure.
- Strengthening commercial management: classifying customers into segments and portfolios, cross-selling programmes, early detection of disengagement and customer churn.
- Incentive schemes and objectification of the sales force.
- Adaptation to the regulations on financial advice and markets for financial instruments.
- Design and installation of sales support tools: pricing and profitability simulators, recommendations of investment portfolios and financial calculators (loans, pension fund and retirement insurance contributions, investment funds ... ).
Related information
- Business management models
- Streamlining and optimisation of branch networks and reorganisation of the commercial structure
- AfiSTB, software for pricing, negotiating/simulating and monitoring
- Investment funds advisory service
- Web-based product simulators
- Retirement contributions simulator
- Financial Agent Diploma
- Financial Advisor Course Level II
- Financial Advisor Course
- Financial Planning Course
Events
- Information pills COVID19: Update about the situation of the Spanish economy ¿ Emilio Ontiveros
- Information pills COVID19: Banking Sector Update - Ángel Berges
- Climate and sustainability in recovery policies against the pandemic
- Free streaming masterclass - ISR EXPRESS: Sustainability and asset management in 60 minutes
- Free streaming masterclass: Managing energy and fuel price risk in a rapidly changing environment
- Free streaming masterclass.Informative talk about CFA, FRM and CAIA
- Free Masterclass. Financial cycles, leverage and debt crisis
- Free Masterclass - Performance ratios in portfolio management
- Webinar "Challenges and opportunities for the finance sector in transitioning to a green economy"
- SDG conference series: Rethinking the trading floor: market stability and social distancing after COVID-19
- REDEV (Network for Good Practices in Evaluation)
- SDG conference series: Economic recovery and reconstruction, by Emilio Ontiveros
- Webinar: "The symbiosis between post-pandemic recovery and sustainability"
- SDG conference series: Demography and markets, by Mauro Guillén
- Information pills: The economic impact of COVID19 in México
Other Afi websites
Afi Research | Afi Escuela de Finanzas | Afi STA | Ediciones Empresa Global | Fundación Afi | AfiChannel | AfiRoS | Revista Empresa Global | Afi Inversiones Globales, SGIIC
Afin Compliance
Afi Research | Afi Escuela de Finanzas | Afi STA | Ediciones Empresa Global | Fundación Afi | AfiChannel | AfiRoS | Revista Empresa Global | Afi Inversiones Globales, SGIIC
Afin Compliance
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