--- title: BDP | Finance and Insurance --- ** [![bdp-logo](https://www.basedigitaleplatform.com/hs-fs/hubfs/BDP%20-%20rebranding/bdp-logo.png?width=3669&height=543&name=bdp-logo.png "bdp-logo")](https://www.ifmgroup.it/?hsLang=en) ![sparrows-2759978_1920.jpg](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Finance.jpg) # Finance and Insurance A customer experience able to withstand subrogation and renewals. ### FinTech and InsurTech  The world of financial and insurance services has changed significantly. A mutation witnessed by neologisms that see both being increasingly connected to **digital transformation**. Speaking of Finance and Insurance today means talking about **FinTech** and **InsurTech,** where the integration of the word **technology** is synonymous with new markets and new means of dealing with customers. It is a scenario that unites the two sectors not just in terms of the type of products offered but also the affinity of the channels through which they are conveyed. ![A-Finance-01-Icona_BDP](https://www.basedigitaleplatform.com/hubfs/BDP%20-%20rebranding/Icone%20website%20page/A-Finance-01-Icona_BDP.svg) ### The challenge Banks and insurance companies are now at a turning point. Until recently, both owed their penetration to a consolidated sales model, being that of the branch and “help desk”. This system now faces fierce competition from those who mainly operate online. But the real competition is not only played out on **digital touchpoints**, as much as on the **ability to oversee all the physical and digital channels**. It is in **customising the relationship**, which must ensure an **omnichannel customer experience,** that Finance and Insurance can enhance their presence throughout the territory on the one hand, whilst transforming digital channels into levers for solid **engagement** on the other. In fact, the challenge culminates in customer **loyalty** and thus in the timeliness of the response, especially in "critical" moments such as, for example, the request to subrogate a loan or renew a policy. It is a challenge that the banking and insurance sectors can win because they have an information asset regarding customers that few other businesses can boast. Their databases have enormous potential for profiling, extracting specific lists and targeted service proposals. This is true so long as there is a **Contact Management System** capable of turning this potential into action. ![By-Finance-02_BDP](https://www.basedigitaleplatform.com/hubfs/BDP%20-%20rebranding/Icone%20website%20page/By-Finance-02_BDP.svg) ### What we can do for you Through the technologies of which it owns the intellectual property, Base Digitale Platform ensures a constant and real-time view of the communication flow in the Finance and Insurance sectors, both regarding **outbound** campaigns and **inbound** services. Its system allows the **complete integration** **of all contact channels** (telephone, text message, email, instant messaging, chatbot, social media networks) and utilises - with the help of virtual agents - advanced **Artificial Intelligence** platforms to convert all details of the interaction into a strategic asset able to assign informative value to be spent on customising the offer. This is because **customisation** truly does make all the difference, conferring a real competitive advantage that feeds off **knowledge about the interlocutor**. Remaining or changing, when faced with the same financial conditions or even if financial conditions are unfavourable, is a choice that can be conditioned by the **customer experience that the credit institution or insurance company proposes**. As such, if FinTech e InsurTech are the new playing fields, Base Digitale Platform solutions add the right tools to take on the challenge. ![By-Finance-02_BDP](https://www.basedigitaleplatform.com/hubfs/BDP%20-%20rebranding/Icone%20website%20page/By-Finance-02_BDP.svg) Discover who our customers are and what we have done to support their business ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/Allianz.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/Assimoco.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/cedacri.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/itas.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/mooney.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/RBS.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/Sia.png) ![](https://www.basedigitaleplatform.com/hubfs/IFM%20Site/Industry/Loghi_Finance_Insurance/Unipol.png) [ Go to the customers ](https://www.ifmgroup.it/en/company/customers?hsLang=en) ![BDP_payoff](https://www.basedigitaleplatform.com/hs-fs/hubfs/BDP_payoff.png?width=351&height=52&name=BDP_payoff.png)   Via V maggio, 81 16147 Genoa Italy Phone: +39 010 3747811 Email: [info.bdp@basedigitalegroup.com](mailto:info.bdp@basedigitalegroup.com) REA Number 332318 – VAT/Tax Code 03286860105 Share capital €661,765.00 fully paid-up ### Newsletter Copyright © 2024 Base Digitale Platform S.p.A. - [** ](https://www.linkedin.com/company/ifm-infomaster/) - [** ](https://www.facebook.com/IFM-Infomaster-479717192413735/) - [** ](https://twitter.com/ifm_infomaster) - [** ](https://www.youtube.com/user/IFMGroupLinkSociety) [![ifm-logo](https://www.basedigitaleplatform.com/hubfs/ifm-logo.svg "ifm-logo")](https://www.ifmgroup.it/?hsLang=en) - [ Company ](https://www.basedigitaleplatform.com/en/solutions/by-industry/finance-and-insurance#collapse1) - [About Us](https://www.ifmgroup.it/en/company/about-us) - [Customers](https://www.ifmgroup.it/en/company/customers) - [Certifications](https://www.ifmgroup.it/en/company/quality-certifications) - [Corporate Governance](https://www.ifmgroup.it/en/company/corporate-governance) - [ By Industry ](https://www.basedigitaleplatform.com/en/solutions/by-industry/finance-and-insurance#collapse2) - [Finance and Insurance](https://www.ifmgroup.it/en/solutions/by-industry/finance-and-insurance) - [Healthcare and Public](https://www.ifmgroup.it/en/solutions/by-industry/healthcare-and-public) - [Travel and Leisure](https://www.ifmgroup.it/en/solutions/by-industry/travel-and-leisure) - [Utilies and Services](https://www.ifmgroup.it/en/solutions/by-industry/utilies-and-services) - [Transportation and Logistics](https://www.ifmgroup.it/en/solutions/by-industry/transportation-and-logistics) - [ Products ](https://www.basedigitaleplatform.com/en/solutions/by-industry/finance-and-insurance#collapse3) - [Critical Events Management](https://www.ifmgroup.it/en/acs) - [Omnichannel Contact Center](https://www.ifmgroup.it/en/phones) - [Pay per Use](https://www.ifmgroup.it/en/mode-of-use/pay-per-use) - [Software as a Service](https://www.ifmgroup.it/en/mode-of-use/saas) - [On Premises](https://www.ifmgroup.it/en/mode-of-use/on-premises) - [Virtual Assistant](https://www.ifmgroup.it/en/robbot) - [Customer Relationship Management](https://www.ifmgroup.it/en/wasabi-eng) - [Blog](https://www.ifmgroup.it/en/blog) - [Customer Area ](https://www.basedigitaleplatform.com/en/solutions/by-industry/finance-and-insurance#collapse4) - [Customer Care](https://bdpcustomercare.powerappsportals.com/) - [Base Digitale Cloud](https://www.ifmcommunications.it/en/Account) - [ Contact Us ](https://www.ifmgroup.it/en/contact-us) - [![](https://www.basedigitaleplatform.com/hubfs/images/flags/it.svg) ](https://www.basedigitaleplatform.com/it-it/soluzioni/settori/finanza-e-assicurazioni) [WhatsApp ](https://wa.me/+393399958344) [Telegram ](https://t.me/ifm_RobBot)