Expert 2Gezer
(Fin)tech
"You don't have to be great to start,
but you have to start to be great."
Digital transformation & CRM in Fintech
Salesforce boosts customer experience, compliance, and growth in financial services.
🚀
Omnichannel customer experience
Mobile app, chat, telephone — all centralised. Personalisation via Einstein.
⚙️
Process automation
OCR, workflows, KYC onboarding, automatic application validation.
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Fraud prevention
Real-time detection, AI scoring, behavioural alerts.
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360° CRM & interactions
Multi-channel management, comprehensive history, augmented advisor.
🎯
Advanced customisation
Tailor-made offers, intelligent cross-selling, predictive segmentation.
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Analysis & opportunities
Dashboards, forecasts, identification of needs (loans, investments).