PROJECT

Projects

Summary of Advisory Services Project Information

Project Number

599879

Primary Business Area

Access To Finance

Disclosure Date

Nov 2, 2013

Country

Brazil

Region

Latin America and the Caribbean

IFC Approval Date

Jul 3, 2013

Status

Completed

Estimated Total Budget

$350,000.00
(Project budget includes all project-funded activities)

Last Updated Date

Feb 10, 2018

Project Estimated End Date

Jan 30, 2015

Project Description

The project has two main components and will be implemented on a pilot basis in the state of Bahia (Northeast Region of Brazil) and in a cell of the bank's call center unit.
- Component 1: Productivity/efficiency of sales force.
The phase will develop a mobility package that will enable relationship managers (RMs) to be more productive in their sales efforts. RMs will get a portable device and a series of uploaded tools that will help them to prepare their weekly agenda of client’s visits and to optimize their client’s visits.
- Component 2: Credit to MSEs through mobile phone.
The project will build a mobile banking solution to allow the bank to close credit deals with MSEs. The solution will be applied to RMs and call centers as both channels face difficulties in closing credit deals due to cumbersome paper work.

Development Results