Digital Products as a Service

Digital Products As a Service

Our SaaS solutions are platforms already adopted by many leading players in the Italian financial world, built on decades of experience and the work of a multidisciplinary Business + Design + Development team with an Agile approach.

As an alternative to insourcing the product using their own architecture, the SaaS service allows clients to delegate the delivery and management of the solution to Excellence on their behalf, from software to infrastructure, thus significantly accelerating and simplifying the adoption process of our products.

Specifically, the main Excellence Innovation products adopted by clients, including "as a service," include the following areas:

• Customer Relationship Management: We have designed and implemented a CRM solution that supports the Consultant's proactive sales efforts, including in the preparation and conduct of sales meetings with clients.
• Productivity and Operations: Specifically, we have developed applications for digitizing complex financial processes, a modular suite to support the recruitment of Financial Consultants, and several Spending & Saving Advisory tools for savings projects and credit solutions.
• Information and Product Suites: We designed and created a Multichannel Suite dedicated to Financial Advisors, providing all the information and commercial aspects of financial products, and a non-financial services portal for corporate banking customers with interactive profiling.
• Management and Operational Intelligence : We have designed and created Business Intelligence Management dashboards that correlate the territory's potential with corporate governance KPIs.