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Innovation

Innovation

For BBVA Compass, every step of the customer journey is important, from account opening to basic account maintenance, which is why the bank’s new front-end sales and service application is a key tool for its branch team.

Dubbed Client Vista, the tool connects the bank’s real-time core banking platform to its sales and service team giving them better flexibility to assist the client and discuss products and services that are relevant to their personal needs. For the customer, the impact of the change is minimal, according to BBVA Compass Consumer Director of Business Planning and Client Vista Program Owner Shawn O’Brien, but the application was designed specifically to meet their needs.

client-vista-bbva-compass

For BBVA Compass, every step of the customer journey is important, from account opening to basic account maintenance, which is why the bank’s new front-end sales and service application is a key tool for its branch team.

Dubbed Client Vista, the tool connects the bank’s real-time core banking platform to its sales and service team giving them better flexibility to assist the client and discuss products and services that are relevant to their personal needs. For the customer, the impact of the change is minimal, according to BBVA Compass Consumer Director of Business Planning and Client Vista Program Owner Shawn O’Brien, but the application was designed specifically to meet their needs.

BBVA presents “BBVA Bconomy,” a new functionality in the app and web of BBVA that allows each customer to know his/her financial health and provides made-to-measure plans for improving it. The tool measures the performance of income and expenditure, the level of savings, spending on housing, and level of indebtedness. It also grades, with an average score, the financial health of the customer. A score of above 50% indicates adequate financial health, although the customer may need to take measures in savings, in order to improve the grade. Apart from the diagnosis of financial health, “BBVA Bconomy” helps the customer with personalized recommendations and tools, as a function of their situation. BBVA is the first bank in Spain to offer this financial analysis to its customers.