Banking & Insurance

Simplify your operations, build customer loyalty

Discover how the Avanteam suite can simplify the most complex processes in the Banking & Insurance industry and improve the satisfaction of your customers and employees.


500+ companies trust us

Banks and insurers today face several major challenges: high inflation, tightening prudential rules, strong competition from FinTech, virulent cybercrime andenvironmental, social andgovernance (ESG) constraints.

Moreover, while for a long time financial services were perceived as slow and difficult to access, many players have manaEDM to break this glass ceiling by offering online platforms and mobile applications to better serve their customers.

This change is driving banks and insurers to develop and execute digital transformation plans to meet the changing needs of the market.

It is in this context that Avanteam proposes to its customers of the banking and insurance sector innovative solutions to improve their operational effectiveness and support their growth in a very competitive environment.

Integration of new clients: thanks to automated management of risk control checks (KYC).

Improved customer service: by facilitating the rapid handling of service requests through intelligent management.

Banking: by automating middle and back office processes.

Governance, risk and compliance: helping teams better manage risk to reduce its impact on your organization and ensure compliance.

Loan and payment tracking: optimizing loan and payment processes to improve the customer experience.

Launch new services: thanks to accelerated management of the life cycle of your projects.

A solution for each of your issues

Modules that you can use alone or together

Management of customer complaints and disputes

Management of customer files and contracts

Management and prevention of health and safety risks for your staff

Mapping and prevention of operational and financial risks

Recruitment, annual interviews, arrival and departure of employees

RGPD compliance and follow-up of customer requests

Quality and continuous improvement management

Management of purchase requisitions and incoming invoices

Follow-up of incoming and outgoing mail

Our customers say it best

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in figures


growth over the last 5 years


of sales invested in R&D

agencies in France

clients from all sectors of activity

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