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.

bank-insurance

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

Since 2018, we have been using Avanteam solutions as part of our quality and Continuous Improvement approach. They are adaptable, modular and evolve as our needs change, and the Avanteam project manager is always ready to listen and give good advice.

Sabrina Purcell
Senior Quality Manager, Quality Organization Department
@Groupe Afnor

With Avanteam, we have already digitized around ten business processes in agile mode: customer complaints, supplier invoices, PPAC, QMS, HSE, etc. This has not only improved our customer satisfaction, but also our internal staff's buy-in. This has not only improved our customers' satisfaction, but also the buy-in of our internal staff.

Alexandre Diringer
EHSQ Digital Project Manager
@L&L Products

Avanteam, beyond a powerful, simple and customizable tool, is an efficient team on the technical level as well as on the project management.

Elian Blanchon
Offer Development Manager Consulting & Technical Support
@Apave Group

Our latest news

Events

Webinar 19/06: Digitalize your contract management: what are the benefits for your organization?

We are delighted to invite you to a new edition dedicated to contract management, and to discover the concrete benefits that Avanteam solutions can bring you.
Read more
Events

Webinar 06/17: Discover how to centralize and effectively manage your risk management

We are pleased to invite you to a new edition dedicated to sensitive industries, where Avanteam already has numerous references.
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Events

Webinar 05/06/25 - The AI-enhanced EDM & BPM solution for sensitive industries

We are pleased to invite you to a new edition specially dedicated to the Defense, Nuclear and Sensitive Industries sectors, where Avanteam already has numerous references.
Read more

Avanteam
in figures

%

growth over the last 5 years

%

of sales invested in R&D

agencies in France

clients from all sectors of activity

You still have questions?

Talk to an expert

Talk about your project with one of our experts and see for yourself if Avanteam meets your needs.