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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
- Featured insight. La economía de la Comunidad Autónoma de Castilla-La Mancha: diagnóstico estratégico
- Closingap: Gender Gap in Leisure - Executive Summary
- Debate: The role of quantitative management in investing processes
- TransformA conference series
- BANKING WORKSHOP: 33rd edition
- 25th Afi Escuela de Finanzas anniversary conference cycle. Adapting a specialist bank to the digital revolution
- Third Afi Insurance Workshop: "Profitability and solvency in the Spanish insurance business"
- The Benchmarks Reform
- 25th Afi Escuela de Finanzas anniversary conference cycle. Technologycal Estrategy
- Face-to-face: Time to reduce portfolio risk?
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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