Client

CASA and CAL&F

Année

2022

Offre

Sites & Mobile Apps

Prestation

Apps & Notifications

Client Entity

As a holding company and listed company of the Group, Crédit Agricole S.A. is a social entity that ensures coordination, consistency and synergies between entities to support the ambitions of the Group Project.

As for Crédit Agricole Leasing & Factoring (CAL&F), it is an expert subsidiary of the Group in specialized financing. It supports companies of all sizes, both in their equipment and real estate investment projects and in the financing and management of their receivables.

Statement of requirements

A project to relaunch cash loans for advisors in the Regional Banks in branches with their professional clients. The aim was to offer a web interface with a decision tree that would allow, in a few questions, to identify the banking product that best corresponds to the customer’s cash flow needs.

Implemented solution

An application accessible on PC and tablet designed based on customer needs and that can be easily adapted by professional advisors. Trésopro also offers a price simulation module, when the bids are pushed out of the tree cash in time, Eurofactor Pro. This application is already deployed on branch tablets in four pilot Regional Banks.

Site Tresopro

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What methodology was used for this project?

Trésopro has been developed in an agile way in several chapters towards a version of the application perfectly adapted to the customer’s needs.

What is special about this project?

It was completed in record time! In only 2 months top chrono after the expression of needs.

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