Financial services

Revolutionizing financial services

The rapid digitalization and adoption of new technologies have brought significant changes to financial services worldwide. In this scenario, having a technical partner like Smarthis makes all the difference for financial institutions needing to accelerate and adapt their processes.

Talk to a specialist

Join the companies that trust us:

Woman using calculator and taking notes in her work office

Sector challenges

Digital solutions for complex challenges

Maintaining cybersecurity while adapting to new financial technologies is one of the greatest challenges faced by financial institutions. Likewise, customer experience remains a significant concern, with the sector increasingly striving to provide comprehensive and personalized services. See how the Smarthis team helps financial sector companies optimize these processes:

Challenges in the mining and energy sector
RPA automation enhances financial efficiency by integrating systems, reducing errors in repetitive tasks, and processing large volumes of transactions in real-time. Automation integrates systems that otherwise wouldn't connect, minimizes human errors in repetitive tasks, and, as a scalable solution, can handle a high volume of transactions in real-time.
Automation quickly detects anomalous patterns in cyberattacks and activates immediate response protocols, such as isolating compromised systems and blocking IPs. Detecting threats promptly is essential in a cybersecurity scenario, and automation significantly contributes by identifying unusual behavior patterns. Additionally, automation can instantly trigger response protocols like isolating compromised systems and blocking malicious IPs.
Artificial Intelligence (AI) enhances the personalization of banking services by analyzing large volumes of customer data, such as transaction history, spending behavior, and previous interactions. With this data, AI can recommend financial products and services tailored to each customer's specific needs.
With automation and data analytics, the omnichannel experience is effective in ensuring consistency in interactions and integrating data from different channels into a single platform, creating a complete customer history. Automation and data analytics ensure consistent messages and interactions across all company channels while consolidating data from different platforms to provide a comprehensive view of the customer.

Our solutions

Technology as an ally

Management system monitoring

Using automation, it is possible to monitor the institution's ERP information in real-time, creating alerts in case of system slowdowns.

Report data sending and extraction

With RPA, it is possible to automate the sending and extraction of report data based on predefined criteria by the company's departments.

Invoice issuance and storage

RPA automation also enables the issuance, storage, and sending of invoices to the institution's clients.

Generation of statements, notes, and contracts

By combining RPA and Business Intelligence, it is possible to automate the generation of account statements, credit notes, and other financial documents for the clients of financial institutions.

Customer data update

Automation facilitates customer data updates by automatically synchronizing and updating information across various systems and platforms.

Accounting entries

Automation captures accounting information from credit card operations within a system and spreadsheets and posts it to other systems.

Check returns

It is possible to automate check return processes within a financial institution using RPA.

Issuance of collection notices

With Business Intelligence, it is possible to generate collection notices automatically using debtor client data.

Three people negotiating in an office
Vibra

Vibra Energia revolutionizes its operation with automation

The largest fuel distributor in Brazil transformed its operations with Smarthis solutions. Impressive results include:

  • + 380 thousand hoursof work saved
  • + 160annual savings
Read the full story

Testimonials

What our clients say about us

“

“The Smarthis team is highly focused on providing excellent service to business clients, with readiness and helpfulness. They handle meetings and technical discussions appropriately, deliver results presentations with confidence and objectivity. The team demonstrates good fluidity in incident handling, following defined processes and showing empathy towards the client. I am very grateful for the team's patience and collaboration; I feel a genuine sense of partnership and a shared pursuit of results.”

Vibra

Take the next step towards process efficiency

Talk to a specialist