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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 ...
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 ... ).