Representative Case Insurance - Finance & Regulation
Compliance with new regulation
Design of the Objective Data Model including information flows, functional and technical architecture, integration mechanisms with technological tools and calculation engines, definition of the Data Governance Model and preparation of the Model Implementation Plan.
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The approach
The client is immersed in a process of adaptation to IFRS 17 and IFRS 9, which has a high methodological component, assuming a change in the valuation of liabilities with respect to IFRS 4, changes in the calculation of impairment and valuation of financial instruments by IFRS 9 and a new way of presenting financial statements.
Results
The project is in the phase of information analysis and design of the objective Data, Processes (Operational) and Reporting models.
- Segmentation of the client portfolio according to the products owned and the spending channels on a monthly basis
- Study of the level of digitization of the client portfolio according to the entity’s communication channels
- Design and generation of personalized marketing campaigns for each group of clients of the entity according to their credit needs
- Statistical dashboard to monitor the marketing campaigns generated for the entity