Product Sales

The Cedacri product sales solution is an innovative platform that allows the bank to create custom commercial offers to suit the customer, increasing the probability of realising new sales.

To maximise the commercial effectiveness of a bank, it is essential to establish and extend over time the relationship with existing customers, growing the financial value of these relationships. This means growing customer loyalty in the medium- to long-term and developing valuable opportunities for cross- and up-selling. To achieve this, it is essential that commercial proposals are guided by the customer's needs.
With the aim of facilitating this type of sales approach, Cedacri has recently upgraded the platform made available to its banks to guide and support the work of the consultants and the sales force. This upgrade was to emphasise even more the focus on the customer in the sales process, increasing the bank's knowledge of the customer and therefore its ability to make proposals perfectly in tune with the user's profile.

The Cedacri product sales solution, perfectly integrated with the Strategico CRM software, places the customer at the centre of the sales process, providing information of an operational, commercial and behavioural nature.
The new Cedacri sales system consists of a flexible platform able to sell all the banking and insurance products and manage the sales processes from a multi-channel and multi-device perspective.


• Multi-channel and multi-device application easy to use and ready to go for the end user
• Faster and more efficient sales processes through the minimisation of clicks and the automation of data checks and acquisition
• Highly digitised sales processes through the adoption of digital signatures and biometrics
• Flexible and ease of customisation of the pre-sales, sales and post-sales processes, easily adapting to the business needs and the distinctive characteristics of the bank
• Reaching new customer targets, such as unbanked customers