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Discovering new trends

The Digitization of Customer Relationships in Italian Banks and Insurance Companies

  • Download PDF in italian 2.38 MB
January 19th, 2023
Insurance
Banking
Cybersecurity
Business consulting
Digital Consulting and Technology
CRM and Digital Channels

Banks and Insurance companies are among the most virtuous sectors in the digitization of sales in Italy. Companies in the financial sector are more technologically advanced and possess a high level of technological integration. They are also more mature in terms of the relationship established with their customers (74 percent have an ongoing relationship) and customer data integration (95 percent have achieved the Single Customer View).

Download the report "The digitization of sales in Italy – Bank & Insurance", produced by the Osservatori Digital Innovation of Politecnico di Milano in collaboration with Minsait.

The report analyzes the digitization of the sales channels of 602 Italian companies, considering the implementation of new touchpoints, the integration between online and offline channels, the payment systems, the migration to the Cloud, and Cybersecurity.

***

Le banche e le assicurazioni sono tra i settori più virtuosi nella digitalizzazione delle vendite e nel rapporto con i propri clienti. Le aziende del comparto finanziario sono più evolute da un punto di vista tecnologico e possiedono un livello di integrazione tecnologica elevato. Inoltre, risultano essere più mature anche per quanto riguarda la tipologia di relazione instaurata con i propri clienti (74% del campione ha una relazione continuativa) e l’integrazione dei dati dei clienti (il 95% ha raggiunto la Single Customer View).

Scarica il rapporto “La digitalizzazione delle vendite in Italia-Banca & Insurance”, realizzato dagli Osservatori Digital Innovation del Politecnico di Milano in collaborazione con Minsait.

Il rapporto, che ha coinvolto 602 imprese e istituzioni italiane, analizza il livello di maturità della digitalizzazione dei canali di vendita in Italia, considerando aspetti quali: l’implementazione di nuovi punti di contatto, l’integrazione tra i canali online e offline, i sistemi di pagamento offerti, lo status della migrazione al Cloud e la cybersecurity.

Download Report in PDF in italian 2.38 MB
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The authors
Adriano Gerardelli
Head of Financial Services in Italy
https://www.linkedin.com/in/adriano-gerardelli-413847b/?originalSubdomain=it
Antonella Camarca
Head of Business Consulting in Italia
https://www.linkedin.com/in/antonella-camarca-095a5a28/?originalSubdomain=it

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