The client is immersed in a process of adaptation to IFRS 17 and IFRS 9, which has a high methodological component, assuming a change in the valuation of liabilities with respect to IFRS 4, changes in the calculation of impairment and valuation of financial instruments by IFRS 9 and a new way of presenting financial statements.
The project is in the phase of information analysis and design of the objective Data, Processes (Operational) and Reporting models.
- Segmentation of the client portfolio according to the products owned and the spending channels on a monthly basis
- Study of the level of digitization of the client portfolio according to the entity’s communication channels
- Design and generation of personalized marketing campaigns for each group of clients of the entity according to their credit needs
- Statistical dashboard to monitor the marketing campaigns generated for the entity