Banca Progetto signs partnership with DOT

Banca Progetto, the Italian challenger bank specialized in services for small and medium Italian companies and private clients controlled by Oaktree Capital Management, has signed a partnership with Digital On Things (DOT). The latter is a consulting company that operates in the CRM (Customer Relationship Management) and data monetization world and supports the Salesforce platform by implementing its services.

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Banca Progetto and DOT worked to set up the bank’s CRm infrastructure for SMEs

Since the beginning of the collaboration, DOT and an internal team of the bank have worked to set up Banca Progetto’s CRM infrastructure for SMEs, allowing them to increase the engagement and loyalty of their customer and partner portfolio through highly customizable tools. The integration between Banca Progetto’s services and the technological implementations offered by DOT on the Salesforce platform, will allow to create a further evolution of the traditional banking model, exploiting the CRM infrastructure to optimize the services offered and enhance the specific peculiarities of each customer. Banca Progetto will be able to acquire a 360-degree knowledge of its customers and thus ensure a highly personalized experience based on the specific needs of each company, adopting tools to better understand the complexities of the market and the Italian business fabric and translate them into real business solutions.

Gianluca Ciminata, founder and CEO of DOT, commented: “We are really excited about this important collaboration with Banca Progetto with which we have tried to demonstrate our value for a project so strategic for the evolution of the Bank. Through our knowledge of the Salesforce platform and adaptive agile methodology we were able to achieve this important goal very quickly by improving personalization and 360 engagement for end customers by putting CRM at the heart of business decisions. The creation of a joint team of DOT, information technology and business has allowed us to create tangible value in terms of process simplification and customer engagement by maximizing the use of Salesforce best practices, thus representing a path of excellence and innovation of digital transformation in the world of finance.”

Paolo Fiorentino, CEO of Banca Progetto, said: “With this agreement with a leader in customer management we make our process of requesting financing for SMEs even more fluid, giving our network an additional operational tool: the ultimate goal is to improve the quality of service and response times, totally alternative to those of the sector.”

In September 2020, Banca Progetto partnered with the Italian fintech company Modefinance to adopt its risk analysis solutions to SME customers. In October 2020, the bank also partnered with Solutions to Enterprises (S2E), a business and technology innovation consulting firm and Information Security leader offering Security Advisory, SOC design, industrial security, ethical hacking and eDiscovery services.

Banca Progetto was founded in 2015 after Nuova Banca Etruria sold 54.212% of the capital of Banca Popolare Lecchese to the Oaktree fund. With offices in Milan and Rome and a commercial network present throughout the country, the bank specializes in services for small and medium-sized Italian companies and private customers, in particular in salary-backed loans for private employees, state employees, public employees and pensioners and in medium- to long-term loans to SMEs. The bank disbursed €400 million to SMEs in the first half of 2020, up sharply from €250 million in all of 2019 

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