Retail & specialized financial banks
Accelerating the transformation of banks and financial institutions
The banking sector is facing profound changes: intensifying competition from fintechs, increased demands for personalization and transparency, massive digitization of services and increasingly complex regulatory frameworks (Basel III, RGPD, ESG).
Against this backdrop, establishments need to reinvent their models, combining rigor and agility, and developing a strong bond with their customers over the long term.
Tailor-made support to meet banking challenges
Vertone is a strategic transformation partner for banks and financial institutions. Our support is based on multi-sector expertise, an in-depth understanding of banking issues, and a pragmatic approach tailored to each organization: redesigning digital pathways, improving sales and relationship performance, and implementing sustainable growth levers.Our ambition: to help banking players transform their organizations and build sustainable competitiveness, by aligning strategy, operations and customer experience.
Our solutions to help banks meet their performance and efficiency challenges
Customer journey redesign and omnichannel strategy
Banking customers' expectations are evolving: simplicity, fluidity, consistency, whatever the channel used. Our support consists of rethinking customer paths - account opening, loan application, day-to-day management - to identify irritants, reduce unnecessary steps and integrate greater autonomy without losing the value of human advice.
The focus also includes omnichannel strategy: the role of agencies, complementarity with digital channels, convergence towards a seamless journey.
The aim: to co-construct experiences that reinforce trust, facilitate use and improve loyalty.
Accelerate the digitization of relationships and enhance the value of data
The digitalization of banking services cannot be decreed: it has to be built. Our support begins with an objective diagnosis of digital maturity, followed by the implementation of appropriate solutions: omnichannel platforms, simplified interfaces, secure access, and change management.
When it comes to data, our support focuses on the implementation of clear governance, the creation of useful use cases (segmentation, scoring, personalization) and the integration, where relevant, of artificial intelligence bricks. All within a secure, RGPD-compliant framework aligned with operational priorities.
The aim: to create more value for customers and strengthen internal capacity for innovation.
Optimizing the network and changing the distribution model
The banking network remains a lever for proximity and advice, but its role is changing. Our support aims to:
- organize branches to turn them into relational hubs,
- define advisors' missions,
- develop new digital contact points.
We want to strengthen our networks where demand is strong, and develop tools that make life easier for customers and employees alike.
The aim: to build a clear, efficient and agile banking distribution model, supported by a concrete transformation plan tailored to the realities on the ground.
Reinforce operational efficiency and performance management
Efficiency is a priority for all banking departments. We diagnose internal processes - processing times, bottlenecks, low-value tasks - to identify what can be streamlined, automated or reorganized.
This includes the integration of digital workflows, automation (RPA), optimization of existing tools, as well as the implementation of concrete KPIs: productivity, perceived quality of service, average lead times.
The aim is to free up time, reduce irritants and enhance the ability to manage day-to-day banking performance.
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