Meet Bank and Insurance business transformation challenges
Navigating through the field transformations
Transforming is a necessity for all players in the financial sector.
Digitalization, cross-sector synergies (as a platform, arrival of new players, regulatory pressures Lemoine Law) …), new payments, open banking, open insurance: the field is undergoing a major upheaval.
Defining the right directions, being agile and flexible are challenges for all players. The commitment of both associates and customers has become a key lever when it comes to company performance. We, Oresys, are convinced this commitment is the key to succeed in your transformations and achieve sustainable performance.
What do we provide our customers?
An expertise in immaterial transformations
Oresys supports a diversity of players in this field (some traditional, and other more recent) during their transformation operational strategy, both business and IT: from the idea to its operational implementation (deployment, change). Our strengths: commitment, field expertise and a value-oriented mindset.
Define the transformation, the directions and the IS roadmap: master plan (Harmonie Mutuelle, etc.), digital transformation (Aviva, MIF, BNPP, etc.), data framing, etc..
Conduct projects using Agile method and Scaled Agile, on the entirety of the value chain (digital projects with Aviva, Back office, dematerialization and CRM with Verspieren…) dématérialisation et CRM chez Verspieren…)
Optimize organisations and processes via automation (RPA, AI, etc.), Operational Excellence and trustful Management
Define the strategy and conduct change management actions (AVIVA commercial consultants, etc.)
Bring an Agile and Scaled Agile expertise (BNPP, ITS ALPHA, etc.)
Transform the customer and collaborator experience (UX, innovation, etc.) (AVIVA, ALLIANZ, BNPP,etc.)
Among our best stories
Groupama Gan Vie – Overhaul of Customer Relations Knowledge Management
L’approche inclusive d’Oresys a permis la co-création avec les 200 collaborateurs impliqués d’une base de connaissance unique et ergonomique, simplifiant leur travail au quotidien.
Groupama Gan Vie handles the conception, subscription and management of personal insurance policies: savings, retirement, life and health insurances. At the end of 2019, Groupama’s subsidiary aimed to overhaul its knowledge management system: their tool did not meet the needs of the 200 advisors who used it on a daily basis to support their customers, impacting their efficiency.
Oresys then stepped in using a design thinking approach to support the teams in the design and development of this new system. Our mission included the framing, the analysis of user needs, the identification of pain points, and requested our Office 365 expertise for the definition and the development of the MVP. The users were included in every step of the process in order to build a solution in relation to their work methodology.
Oresys’s inclusive approach enabled the co-creation with the 200 collaborators implicated of a unique and ergonomic knowledge base, simplifying their everyday work.
La Banque Postale – Change management for an overhaul program of the customer and collaborator relationship
In line with their ambition to become, “The French people’s favourite Bank”, La Banque Postale launched a program meant to rethink theCustomer and the Collaborator relations. The program is based both on a reorganization of the Customer Relations and Expertise Centres business lines and activities, and on the implementation of a new territorialization, with the creation of new Executive Departments.
Oresys took up the double challenge of the implementation of the cross-sectoral “change management cockpit”unit responsible for the definition and deployment of the methodological framework with the business lines, and the implementation of a tailor-made support for each business sector of the Front Office, the Middle Office and support functions.
Oresys’s intervention ensured a cross-functional management of the change process addressing both business lines and program levels, while still leaving each business line the freedom of its implementation. Oresys provided close support to those in charge of the transformation in each business line, being as close as possible to the needs, specifications and concerns of each actor.
Ma French Bank – Business support and project ownership for Offers and services
Ma French Bank, a digital bank and 100% subsidiary of La Banque Postale, was supported by Oresys to create an innovative offering. With a tight deadline, Ma French Bank aimed to provide simple and attractive banking services by focusing on a digital customer experience while optimizing its customer service and internal processes.
Oresys helped implement the Customer Service IT tool while strengthening advisors’ knowledge base and facilitating the offering launch. This included managing customer communication tools, documenting procedures, particularly for Complaint Management and Legal Operations, as well as launch support with a telephone assistance guide.
Oresys brought its project management expertise to ensure the smooth launch process. Oresys’s rapid action translated into efficient handling of post-launch workflow, enabling Ma French Bank to launch its digital offering on time and with internal processes optimized.
