Finance & Insurance

Banking and insurance companies operate in a volatile marketplace that is currently suffering the effects of new challenges related to increased competition due to the emergence of new insurers and digital banks. Furthermore, the fragmentation and disruption of the customer journey or the diversification of communication channels, touchpoints and customer experiences complicate communication and customer engagement processes. 

In this sense, it is essential to pay attention to new communicative narratives, to promote measures to reactivate the customer journey and to focus on automation processes oriented towards customer knowledge.   

With this complex scenario in mind, Kale helps organisations to move towards digitalisation, to develop omni-experience and multichannel strategies, to defragment the customer journey and to reorient their business strategies by putting the customer at the centre of the business activity. 

What can we do for you?


Market insights and future trends forecasting

Customer Journey Map

Development and implementation of customer-centric strategies

Optimisation and management of touch points

Internal and external marketing and communication strategies

Optimisation of sales strategies

Customer insights automation

Omni-experience and omnichannel strategies

Touch points optimisation

Advanced data analytics to obtain valuable customer insights

Segmentation strategies focused on leveraging resources and commercial efforts

Customer Lifetime Value (CLTV) strategies

Customer retention and loyalty models

Definition of attribution models

Implementation of go-to-market strategies

Customer segmentation

Customer scoring

Lead generation action plans

Positioning and brand identity analysis