BPCE, BNP Paribas, Société Générale, HSBC,
La Banque Postale, Crédit Mutuel, Natixis,
Caisse d’épargne, BRED
Peugeot, Orange, Thales, Sanofi, Club Med
ALLIANZ France, Commerzbank, Barclays,
Intesa Sanpaolo, Bank of America,
Chase Manhattan Bank, KB Kookmin Bank
Banque de France, BCEAO,
Bundesbank, Banca d’Italia
Caisse des Dépôts et Consignations
CSR, SRI & ESG
CSR, purpose, SRI management and ESG analysis of activities
Improvement of the CSR approach
Customer issues: The General Management of a large European Group wanted to strengthen its CSR approach.
InValue support: InValue sets up a new reflection and the tools for implementing the strengthening of the CSR approach. Initially by including the Charter in the French, European and international legal framework. Secondly, by formalizing the values that Governance wishes to promote and disseminate within the Group (well-being at work, responsibility (internally and vis-à-vis third parties), sustainable management of resources, etc.). Finally, by setting up methods and tools for the appropriation of values and practices by employees (setting up a repository, collaborative platform, etc.).
Client Objectives & Results: Dissemination, sharing of the Charter and adherence to its values.
SUPPORTING THE EVOLUTION OF PROCESSES
Modernization of digital distribution
Customer issues: The General Management and the Sales & Marketing Department of a large Group have defined the modernization of digital distribution as strategic for the development of the Group and have mandated InValue to formalize and implement this strategic development.
InValue support: InValue supports the Sales & Marketing Department in its transfer to the Marketing & Digital Department and implements the development plan both in terms of business lines and information systems.
Objectives & Customer Results: The project leads to improving the performance of business lines and customer relations, among other things by renewing the efficiency of the digital customer journey. This results in better value creation for the entire commercial process.
BUSINESS AND DIGITAL PROCESSES
Implementation of business and digital processes
Efficiency of business processes
Customer issues: The General Management of a Banking Institution wishes to improve the efficiency of the Private Banking process and has defined 2 essential priorities, the improvement of the customer relationship and an optimization of the CRM solution for customer follow-up.
InValue support: With the Customer Relations and Private Wealth Departments, InValue implements an approach to improve business processes and manages the project to set up a new CRM solution. The solution is equipped with Artificial Intelligence engines allowing on the one hand to better target customer offers and on the other hand to provide appropriate first-level digitized responses.
Client Objectives & Results: The renewal of business processes and the deployment of CRM and its AI will enable the client relations and private management teams to enhance the banking relationship and provide clients with solutions according to their different levels of demand.
Finance, Accounting, Audit and Solvency, ECMS 2023
Strengthening payment activities
Client issues: An International Banking Group is strengthening its activities in Europe and has called on InValue to implement the strengthening of its payment activities in euros and, among other things, to support the Banking Group in obtaining the BCE certification necessary for clearing large-value payments on TARGET2.
InValue support: InValue supports the Operations Department and the IT Department in strengthening SEPA and TARGET2 euro payment activities.
Client Objectives & Results: Management of the migration project in a business context under regulatory, competitive and technical constraints.
LEGAL & HR DEPARTMENTS PROCESSES
Business processes, compliance, GDPR, DPO
Legal digitization, Legal tech
Optimization of legal IS processes
Client issues: The Legal Department of a CAC 40 company wishes to modernize its legal processes for handling pre-litigation and litigation cases. The challenge is to optimize digital processes.
InValue support: InValue has validated with the Legal Department an approach to rationalize the digital management of files which leads to the renewal of business processes and the deployment of an operational solution.
Client Objectives & Results: InValue's intervention will make it possible to reduce the stock of pending files, to speed up processing and to set up indicators for monitoring the activity and management of files.
& COMMUNICATION PROCESSES
B2B, B2C, CRM, digital transformation of distribution
Digitization of distribution platforms
Client issues: The Group strategy and the Distribution Department of a world leader in insurance wish to deploy a new digital platform for managing P&C contracts distributed by employees, brokers and general agents. Planned duration: 3 years (2022-2024)
InValue support: The first feedback revealed anomalies concerning the production of contracts. The Distribution Department and the IT Department called on InValue to support them in this emergency context. We must meet the immediate expectations of users, restore the level of production of contracts and continue the Group roadmap for deploying the solution. We have proposed and are implementing a support plan for the teams. The frameworks and the operational achievements will allow an optimization of the use of the solution, to adopt the new tools and new practices of distribution.
Objectives & Client Results: This will result in better business efficiency for the Distribution Department, a functional enrichment of the platform, and the acceleration of the deployment of the Group's digital strategy.