Technology for the financial, cooperative and mutual aid sector
Banks, credit unions, employee funds and compensation funds operate with high service volumes, strict controls and users who expect instant answers. NAVIA Suite streamlines service and operations; Software Factory builds what's unique to each institution.
Multi-site
offices and channels under a single service model
Core
integration with core and internal systems
24/7
assisted service outside business hours
Financial and cooperative sector: service, processes and data that coexist every day.
Common challenges
High branch foot traffic
Lines, wait times and demand spikes that are hard to anticipate and distribute across branches.
Inconsistent experience across channels
Members or customers get different quality of service depending on the branch, channel or advisor.
Little evidence of what happens during service
Conversations and the real reasons for inquiries are never recorded or analyzed.
Scattered self-service infrastructure
PCs, screens and devices across branches with no centralized availability monitoring.
Fragmented indicators
Each branch or area reports with different criteria, with no consolidated view of the operation.
Integration with core and regulatory systems
Legacy systems, limited APIs and traceability requirements for audits and internal control.
Applicable NAVIA solutions
Configurable enterprise products implemented on top of the existing operation. Each one can be used independently or combined with the others.
How Software Factory complements the solution
When the sector's need exceeds what a standard product covers, Software Factory develops, integrates and modernizes on the same technology base.
- Integration with the core banking or cooperative system when no standard APIs exist.
- Self-service portals for members, affiliates and beneficiaries.
- Automation of loan origination, filing and approval requests.
- Compliance, internal control and regulatory reporting modules.
- Modernization of legacy internal applications.
- Custom extensions on top of an existing NAVIA implementation.
How this sector decides
Configurable product
The need is covered by NAVIA Suite and is implemented by configuring per site, service and profile.
Product + development
NAVIA operates as the base and Software Factory builds sector-specific integrations or modules.
Custom development
The need is particular to the institution and is built around its real processes.
Use case scenarios
- Multi-site operations
- Full traceability
- Rule-based automation
Branch network with preferential service
Service- and priority-based queues, on-screen calls and turnaround time measurement.
Member experience program
Post-service surveys, NPS by branch and evidence-based improvement plans.
Branch network analytics
Consolidated view of demand, occupancy and performance to redistribute capacity.
Let's see how it applies to your organization
We'll show you NAVIA Suite in action and assess which part requires custom development with Software Factory.
