Financial sector company enhances customer experience with automation and system integration

Technology has enabled the creation of new business models as well as the modernization of products and services. In this regard, processes that were previously manual and time-consuming, negatively impacting the customer experience, can be transformed through automation and system integration. This change promotes a revolution in the products and services offered by companies and, most importantly, a personalized experience for customers.

Challenge

The challenge for this company, which offers a financial control and planning platform, was to improve the experience of its customers and to have greater visibility and control over the data. In this sense, replacing manual processes and bringing speed and security to the extraction and sending of information from different client databases to the company’s platform was crucial. Additionally, expert support was needed to work with the internal team and achieve greater visibility and control over the data generated by the platform.

Solution

The solution implemented by Objective was the development of a hybrid application that securely extracts, adjusts, and sends client database information to the company’s API. This made it possible to automate the data sending process and integrate the system with different languages. Furthermore, there was specialized work by Objective consultants who participated in weekly meetings with the internal team to solve challenges and share knowledge.

Another step included in the process was the creation of APIs to provide greater control and visibility for the data sent by customers. Previously, files were queued until processed, and the company lacked a clear view of their location or if there were any processing errors. With the inclusion of these APIs, this stage gained visibility, leading to an improvement in data management for the company.

Result

The extractor, a system developed by Objective, was implemented and is used without the need for adjustments or adaptations. This way, the company enhanced its users’ experience with the platform by automating the data extraction process, allowing customers to simply enjoy the benefits of the solution. Moreover, the company gained agility, ensured data security, and achieved greater visibility over platform activities.

One of the highlights mentioned by the client was the expertise of the specialists and the methodology applied by Objective. The company was accustomed to longer deadline deliveries using the Scrum methodology, whereas Objective operated based on the Kanban model, offering short-term deliveries.

The work done was recognized through the expansion of the partnership to other projects. Thus, Objective also aided in the implementation of new technologies and contributed to the development of the company’s DevSecOps culture.

Does your company need to improve customer experience and face challenges in system integration and automation? Talk to our specialists and discuss your company’s difficulties to find personalized solutions to evolve your business!