Financial Services & Insurance
Digital transformation is redefining the competitive landscape in banking and insurance. Financial institutions need to adapt quickly to comply with regulations, integrate new technologies, and meet increasingly demanding customer expectations.
Key Challenges
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Digitalizar servicios y construir ecosistemas conectados
Artificial intelligence, blockchain, and other technologies continue to revolutionize the industry. The challenge goes beyond digitizing isolated processes: it involves creating integrated digital ecosystems that connect customers, suppliers, and other stakeholders, improving operational efficiency and the overall experience.
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Personalize the experience and ensure accessibility
Customers demand personalized, seamless experiences centered on their needs, supported by data analytics and artificial intelligence. Ensuring that these services are accessible to all users, including people with disabilities, is now an urgent obligation, especially in digital environments.
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Innovating in products and moving toward sustainability
The creation of new products and services, such as parametric insurance and fintech solutions, is booming. At the same time, the integration of ESG (environmental, social, and governance) criteria into business strategy is gaining momentum, driven by regulation and market expectations.
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How We Help
We combine CX & Strategy, Design Experience, Data & Intelligence, and Technology & Transformation to help financial institutions and insurance companies design more personalized, accessible, and connected experiences. We define digital ecosystems, customer journeys, and value propositions that build trust, streamline operations, and pave the way for new business models.
Success Stories
SANTANDER
Design Experience and Growth Team for the Growth of Santander Universidades’ Digital Platforms
We collaborate with Banco Santander and Santander Universidades to drive the growth and impact of the Santander Open Academy and Santander X platforms by optimizing processes and enhancing the digital experience. We work with a growth-oriented team to improve user acquisition and platform performance, enhance the digital experience, and foster engagement.
CRM & Loyalty
Experience Design
DKV
Redefining the Customer Engagement Strategy for a Health Insurance Company
We are collaborating with DKV's Strategic Marketing team to evolve the overall customer engagement strategy by analyzing the current strategy, customer segments, customer journeys, omnichannel communications, and existing automation processes.
CRM & Loyalty
CX & Strategy
Experience Design
Technology & Transformation
CAIXABANK
Modular and Scalable Model for 115 Journeys in Adobe Campaign
We designed a modular email template in Adobe Campaign to redesign CaixaBank’s 115 customer journeys. We created reusable HTML components, standardized the structure and visual hierarchy, and centralized assets in the DAM, reducing technical dependency and facilitating the maintenance, updating, and evolution of communications.
Technology & Transformation
NATIONALE
Optimization of a Home Insurance Quote Configurator
We rolled out a new version of NN’s home insurance price calculator, optimizing the conversion funnel and improving the user experience. Through a design sprint, we designed the core flow and validated hypotheses with users, implementing improvements to both content and design, and enriching their design system.
CRM & Loyalty
Experience Design
INGENICO
Value Proposition and Design of a Digital Payment Service for Business Owners
In collaboration with the marketing and operations teams at Ingenico, a global leader in payment solutions, we carried out a project to design a series of digital services aimed at improving the company’s relationship with merchant owners.
CRM & Loyalty
CX & Strategy
Experience Design
Technology & Transformation
Want to explore more of our work?
Let us show you real-world examples of how we’ve helped clients across each of these industries.