SOLUTIONS FOR BANKING AND FINANCE

Build customer loyalty at every physical and digital interaction

Banking has changed. Customers demand digital immediacy, but also transparency and proximity when they need complex advice.

Detecting operational friction between the app and the branch is your greatest challenge.
With OPINAT you can:

Measure omnichannel channels

Standardize account manager service

Monitor network KPIs

Manage reputation

Continue reading for more information

APPLIED SECTOR KNOWLEDGE

Master the key moments of financial trust

In finance, trust takes years to earn and a second to lose. Use our technology to obtain a precise snapshot of your branch network and digital channels, evaluating your institution’s commercial health with reliable data.

Digital channel usability (App/Web)

Wait and resolution times

Personal account manager treatment and proactivity

Clarity in terms and fees

Brand reputation

HOW WE WORK IN BANKING

Specialists in active customer listening

We measure customer experience in real time, from account opening to mortgage signing, connecting our platform with your CRM so you can listen on the right channel.

New account
Operations through App and Web
Branch Visit
Product Contracting
Customer Service
Incident Management

OUR MOST RELEVANT CASES

Financial institutions leading customer experience

The choice of those who prioritize trust and transparency above all else. From large banking groups to fast-growing fintech firms. These institutions have transformed the voice of the customer into an engine of loyalty and profitability, trusting Opinat to audit and elevate their service standards both in their branch network and digital channels.