Project Report

Insights

01.10.23

abaQon Project Report: Sales Integration for Telephone Customer Advisors in Retail Banking

THE PROJECT

Our client, a leading Swiss retail bank, has connected its software for automated customer needs analysis to a simple user interface for its telephone customer advisors in a “proof of concept”.

After the successful test phase, the goal of the final implementation was to ensure that the data from the customer analysis platform is available not only to telephone customer advisors, but also to future projects in an easy-to-connect form. In addition, the user interface should appear in the bank’s corporate design and take into account the feedback and suggestions for improvement collected by the telephone advisors.

OUR CONTRIBUTION

abaQon employees supported the project during the entire implementation phase, from the conceptual design of the new service architecture to the technical implementation. The bank benefited from our expertise in Kafka, REST API and the design and implementation of Java-based microservices.

REALISED ADDED VALUE

The sales opportunities are presented in a new, intuitive and clear user interface in the bank’s corporate design. Furthermore, the telephone advisors can now also send customer feedback on the proposed product back to the customer analysis platform.

The point-to-point interface has been replaced by a REST API interface. This new service architecture enables new applications to be easily and quickly connected to the customer analysis platform.

API developmentMicroservice architectureProject Report

Project Responsibility

Fabian Burch

Fabian Burch, Consultant

Co-Author

Thomas Hartmann

Thomas Hartmann, Manager