By leveraging HubSpot, an all-in-one platform, the company has been able to centralize and manage over 2,000 data points for each client. This wealth of information allows them to provide impeccable customer service and personalized communications.Additionally, Banca AideXa has implemented approximately 250 active workflows, enabling automation in various processes and targeted communications to clients. The integration with four different credit databases, each with unique data structures, further enhances their credit evaluation capabilities.
The success of Banca AideXa goes beyond technology; it is a testament to their commitment to redefining the business landscape. By implementing efficient processes and leveraging innovative tools like HubSpot, they have simplified the credit application procedure for small businesses. This achievement has been made possible through the collaboration with Exelab, a trusted technology partner that has helped transform AideXa's business needs into stable and scalable processes.
Banca AideXa's story is a powerful reminder that digital transformation is not just about adopting new technologies. It requires a cultural shift that embraces agility, innovation, and a long-term vision.
more than 2,000 data linked to each customer, which allow customer support
that feed automation processes and communications targeted at customers to 10%
for credit assessment, each with a completely different data structure.
Jason Boon - Chief Digital Marketing at AideXa
The company's business model is based on open banking, which involves the sharing of data among different participants in the banking ecosystem, made possible by the European PSD2 directive. Additionally, AideXa utilizes artificial intelligence to achieve their goals of speed and simplification, ensuring their clients receive immediate, secure, transparent, and effective solutions.
AideXa's project is built upon an open, cloud-native information architecture that analyzes data and makes real-time decisions, accepting or rejecting credit requests without the need for physical collateral. Leveraging the power of instant lending, the company is capable of disbursing funds in as little as 48 hours.
Unlike traditional methods where credit professionals take weeks or months to evaluate financing requests, Banca AideXa leverages open banking and artificial intelligence to provide real-time responses.
With data analysis capabilities, the bank can provide a response in approximately 20 minutes and disburse the requested credit in just 48 hours. This process is designed to be simple and easily adopted by small businesses.However, the customer-facing simplification of the process hides a complex challenge for Banca AideXa. Confirmation of financing involves various players, including the Bank of Italy and CRIF, and compliance with regulations requires structured and intricate processes. For this reason, Banca AideXa has equipped itself with innovative tools to offer an impeccable user experience to Italian SMEs.
Banca AideXa has chosen HubSpot as its CRM tool to manage all its business processes, with Exelab as its technology partner for configuration and seamless integration with internal and external assets. The decision to use an all-in-one solution like HubSpot has enabled the consolidation of all data into a single control platform.
The introduction of HubSpot into the company has been a gradual process, following an agile approach that allows AideXa's staff to test and modify processes to achieve the most functional setup. This approach, developed by Exelab, has been highly appreciated by AideXa, facilitating the natural evolution of processes in a rapidly changing and expanding startup environment.
Through the utilization of HubSpot and its seamless integration with the complex ecosystem of processes, data, and tools specific to the financial sector, Banca AideXa has achieved excellent performance.
Diego Frigerio, Project Manager at Exelab
Exelab particularly supported Aidexa in leveraging the capabilities of HubSpot to manage and monitor the entire customer onboarding process.
Through the integration of automation logic, Aidexa's customer service team was able to efficiently track the progress of customer requests and communicate promptly during the onboarding process.
Additionally, a personalized communication system was implemented to manage renewals, allowing Aidexa to identify loyal customers and offer them new financing products.
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