Automated financial statement analysis to enhance derivative sales strategies
How Altilia can create tailored sales pitches at scale.
The background
The commercial department of the client bank was seeking a technological solution to support the financial statement analysis activity aimed at profiling corporate clients for the sale of derivative products.
Pain points
The manual process of identifying and extracting ESG data from DNF was slow, limiting the ability to respond quickly to market opportunities.
The lack of automation in extracting financial data led to inaccurate and cumbersome processes, affecting the quality of the sales pitches and decision-making.
Due to inefficient manual data extraction, the bank could only address a small number of potential customers each year, restricting their ability to fully leverage sales opportunities.
The decision to innovate
Increase the productivity of the commercial department and improve the timeliness in identifying and responding to sales opportunities.
Results & Benefit
- 50~60% increase in employee productivity for agent-assisted tasks
- Support Scalable Growth Without Proportional Cost Increases
- Expand Customer Outreach
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A major European banking conglomerate with a significant presence in Italy, serving 13.6 million customers through over 3,300 branches, alongside an international footprint with over 900 branches and 7.3 million customers.
