{"id":1112,"date":"2023-10-01T11:41:58","date_gmt":"2023-10-01T08:41:58","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/?page_id=1112"},"modified":"2025-07-29T19:29:39","modified_gmt":"2025-07-29T16:29:39","slug":"solucoes-para-o-sector-financeiro","status":"publish","type":"page","link":"https:\/\/masterbase.com\/pt\/mb\/cria-solucoes\/solucoes-por-sector\/solucoes-para-o-sector-financeiro\/","title":{"rendered":"Criar solu\u00e7\u00f5es de automatiza\u00e7\u00e3o por sector Financeiro"},"content":{"rendered":"
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Solu\u00e7\u00f5es de servi\u00e7os financeiros<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Processar mais. Envolver-se mais. Ganhar mais.<\/span>\u00a0<\/span><\/h2><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/path><\/svg>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tContactar um executivo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"vermelho-jogo\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Solu\u00e7\u00f5es de servi\u00e7os financeiros<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"estrat\u00e9gia\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Processar mais. Envolver-se mais. Ganhar mais.<\/span>\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"Reproduzir\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"estrat\u00e9gia\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Automatize processos e reduza custos e riscos, melhorando simultaneamente a experi\u00eancia do cliente.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Embora o sector financeiro tenha sido um l\u00edder na automatiza\u00e7\u00e3o de processos e as suas ferramentas de front e back-office estejam a tornar-se mais r\u00e1pidas e fi\u00e1veis, ainda precisa de encontrar um melhor equil\u00edbrio entre os dois, uma vez que a consist\u00eancia na presta\u00e7\u00e3o de servi\u00e7os \u00e9 fundamental aos olhos do cliente.<\/p>

Com processos automatizados, as opera\u00e7\u00f5es s\u00e3o simplificadas e a press\u00e3o reprimida \u00e9 aliviada.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"Ideias<\/a><\/figure>

EXEMPLO<\/a><\/h4>

Um grande banco com sistemas de negocia\u00e7\u00e3o sofisticados descobriu que os seus executivos no canal de vendas de investimentos por grosso passam quarenta e cinco por cento do seu tempo a executar processos de rotina, mas muito importantes, para informar os seus clientes das transac\u00e7\u00f5es e saldos di\u00e1rios.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Consultoria\"<\/a><\/figure>

DESAFIO<\/a><\/h4>

O banco v\u00ea-se confrontado com a necessidade de aumentar o tempo consagrado \u00e0s vendas, sem ter de contratar assistentes para o back-office dos seus executivos de vendas.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\"Ideias<\/a><\/figure>

SOLU\u00c7\u00c3O<\/a><\/h4>

Com uma conta MasterBase\u00ae, criam um processo autom\u00e1tico que, depois de introduzir os dados da transa\u00e7\u00e3o e o encaminhamento do cliente, gera automaticamente um relat\u00f3rio em PDF das transac\u00e7\u00f5es do dia e envia-o ao cliente.

\n\nAtualmente, os executivos de vendas limitam-se a introduzir os dados das transac\u00e7\u00f5es num formul\u00e1rio especialmente concebido para o efeito na conta MasterBase\u00ae do banco.

\n\nOs executivos dedicam agora dez por cento do seu tempo a esta atividade, aumentaram as suas transac\u00e7\u00f5es com os clientes e estes s\u00e3o melhor e mais atempadamente informados.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Soluciones de servicios financieros Procesar m\u00e1s. Involucrarse m\u00e1s. Ganar m\u00e1s.\u00a0 Contacta a un ejecutivo Soluciones de servicios financieros Procesar m\u00e1s. Involucrarse m\u00e1s. Ganar m\u00e1s.\u00a0 Contacta un ejecutivo Automatizar procesos y reducir costes y riesgos, mientras se mejora la experiencia del cliente Si bien el sector financiero ha liderado la automatizaci\u00f3n de procesos y sus herramientas […]<\/p>\n","protected":false},"author":239642484,"featured_media":0,"parent":1081,"menu_order":310,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"footnotes":""},"class_list":["post-1112","page","type-page","status-publish","hentry"],"yoast_head":"\nCrea Soluciones de Automatizaci\u00f3n por industria Financiero - MasterBase\u00ae<\/title>\n<meta name=\"description\" content=\"Automatizar procesos y reducir costes y riesgos, mientras se mejora la experiencia del cliente\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/pt\/mb\/cria-solucoes\/solucoes-por-sector\/solucoes-para-o-sector-financeiro\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Crea Soluciones de Automatizaci\u00f3n por industria Financiero - 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