Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: A dynamic company led by strong experience in the IT area, ITSector has over 200 highly qualified professionals. We invest in innovation and development of efficient solutions for our clients. We implement integrated multi-channel solutions for financial institutions, comprising web banking, contact center, IVR, SMS, mobile (HTTP and APPs), and Smart TV channels, with several solutions being recognized with international awards. Other products developed are Fast Account Creation (open a bank account in a simple way) integrated with FlowCredit (credit solution from simulation to loan). ITSector has a software factory located in Portugal, and provides near shore services within Europe.

How they describe their product/innovation: Commercial Sales GPS offers financial institutions’ sales teams a solution to guide all commercial effort, including mobile access from everywhere.

The main aim of the solution is to provide global information for commercial activity, including (1) Windows 8 Mobile Tablet – front end for accessing maps and detailed management information and Proactivity map, (2) Action Tool for Commercial Managers – guidance for commercial effort, and (3) Tool for achieving Cycle Proactivity – planning, scheduling, preparation, and report overview.

The software, based on Microsoft Dynamics CRM, will cover the main activities of the sales process, from account planning, all the way through visit scheduling, preparation, and execution up to monitoring.

Product Distribution Strategy: Direct to Business (B2B)

Contacts:

Bus. Dev.: João Lima Pinto, Director, joao.pinto@itsector.pt, +351 962 189 909
Press: Lis Ferreira, Marketing Manager, lis.ferreira@itsector.pt, + 351 964 972 813
Sales: Silvia Barbosa, Business Developer, silvia.barbosa@itsector.pt, +351 962 189 896