Information at your Employee and Customer Fingertips

From financial institutions, such as national and local banks, to the finance departments of large corporations, Convertigo has long experience delivering mobile financial service and insurance solutions. These apps enable consumers and employees to securely access contextual, personalized and sensitive information in real time.


Risk Management, Legal Governance and Regulatory Compliance Solution

Banking services and internal business processes in a single mobile application(global EMEA Bank)

Challenge

  • Customer credit score checking from any device
  • Regulatory compliance
  • Mobile app connection to bank web portals and services
  • Raise number of users and lower web portal access costs

Solution

  • Web portal access management
  • User identification management at bank department and subsidiary levels
  • Split billing
  • Data cache management and service request optimization
  • Portal access by mobile application via APIs
  • Integration of add-on services based on Duns, Court information, and more

Benefits

  • 50 million transactions invoiced by departments and subsidiaries
  • 10M$ savings through cache management and transaction optimization
  • Risk reduction via efficient and real-time customer record controls

Broker, Agent and Asset Manager Call Center Solution

360° mobile view of customer assets, enabling responsive and customized offerings(global USA Bank)

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Challenge

  • Reduce asset managers’ time and effort spent accessing customer asset data in disparate backend applications
  • Raise asset manager responsiveness in providing customers with contextual new offerings

Solution

  • Unified API management and orchestration for mobile apps and web portals
  • Connection of up to 20 backend applications, including API-less mainframes, and internal and partner web-based applications
  • Automated real-time offering personalization based on customer and asset profiles
  • Centralized and secured ID management for apps, from any device

Benefits

  • Quick, holistic customer asset overview for 15 000 agents, anywhere and anytime
  • Professional staff can devote 100% of phone time to serving and engaging customers with new offerings, as opposed to searching for data on customers and assets
  • Increased call center revenue
  • Increased customer satisfaction

Real-Time Retail Credit Solution

Just-in-time shopping credits for consumers(global EMEA retailer)

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Challenge

  • Real-time integration with banking processes
  • Ability to deliver micro-credits to shoppers in real time
  • Manage operations from any device

Solution

  • Responsive design for mobile apps on any device
  • Cross-OS deployment and maintenance
  • Instant development of secured REST services over SOAP services
  • Mobile API automated testing
  • Mobile service access management
  • Record-time mobile app development in a complex IT environment

Benefits

  • Increased customer satisfaction via easy, instant credit delivery during the shopping process
  • Increased profits from banking service
  • Increased store revenue

Personal Banking Solution

Out-of-the-box personalized mobile applications(US partner)

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Challenge

  • Replace traditional application development practices for standard mobile banking
  • Deliver multiple banking services via a single app
  • Enrich the user experience via customized services
  • Interconnect with backend applications
  • Consolidate positions across multiple business lines

Solution

  • Free app branding and customization
  • Instant implementation – even in complex IT environments
  • Wide range of standardized transactions
  • Unprecedented and rich cross-service user experience
  • Big data analytics at asset managers’ fingertips

Benefits

  • Accelerate decision-making
  • Implement agile banking in new use cases, for higher customer satisfaction
  • Provide instant competitive advantage