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.
Find more about Banca Progetto partnerships with fintech companies and read the latest financial headlines with the Born2Invest mobile app.
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
DISCLAIMER: This article was written by a third party contributor and does not reflect the opinion of Born2Invest, its management, staff or its associates. Please review our disclaimer for more information.
This article may include forward-looking statements. These forward-looking statements generally are identified by the words “believe,” “project,” “estimate,” “become,” “plan,” “will,” and similar expressions. These forward-looking statements involve known and unknown risks as well as uncertainties, including those discussed in the following cautionary statements and elsewhere in this article and on this site. Although the Company may believe that its expectations are based on reasonable assumptions, the actual results that the Company may achieve may differ materially from any forward-looking statements, which reflect the opinions of the management of the Company only as of the date hereof. Additionally, please make sure to read these important disclosures.
First published in Be Beez, a third-party contributor translated and adapted the article from the original. In case of discrepancy, the original will prevail.
Although we made reasonable efforts to provide accurate translations, some parts may be incorrect. Born2Invest assumes no responsibility for errors, omissions or ambiguities in the translations provided on this website. Any person or entity relying on translated content does so at their own risk. Born2Invest is not responsible for losses caused by such reliance on the accuracy or reliability of translated information. If you wish to report an error or inaccuracy in the translation, we encourage you to contact us.
Five Impact Investment Projects around the World
Impact investing gives investors the opportunity not only to earn a return on their money but also to have a...
HoMu Health Ventures Launches in Reproductive Medicine
HoMu Health Ventures has its own capital to financially support emerging companies in their pre-seed and seed phase. In this...
Transitory Inflation Debate
the US economy is about to go over a massive fiscal cliff; and the monetary cliff is just as deep....
Due to Demand Concerns, the Rice Prices were Lower Last Week
Rice prices were lower for the week in good volume trading on demand concerns. It looked like speculators were the...
Genomcore Finalizes its Entry into the United Kingdom after Increasing its Turnover by 73% in 2021
Genomcore has recently entered the market in the United Kingdom. In 2020, the company had a turnover of $912,000 (€750,000),...
Featured6 days ago
Crowdfunding for the Creation of a Legal Defense Fund for Wind Power Projects Completed
Crypto5 days ago
Stablecoins: The New Kid On The Crypto Block
Africa6 days ago
The Valorization of Technologies, Inventions, and Innovations in Burkina Faso
Business6 days ago
Painting Startups By Numbers Part 1: An Overview Of Metrics