In the insurance sector, growing customer expectations and an increasingly stringent regulatory framework are pushing companies to innovate, adopting digital solutions that make services safer and more agile.
L’Charisma Agency of Salerno, in collaboration with X Consultingis leading this renewal, transforming compliance from a simple obligation to a strategic lever for effective digitalization and complete protection of its customers.
“Our vision aims to make compliance and digitalization not just a regulatory compliance, but a real opportunity to guarantee our customers a safe and innovative service – he states Aurelio DenteCEO of Carisma – For this reason, we are investing in training, advanced technologies and digital tools that make us smarter and more responsive to market needs.” Thanks to the partnership with X Consulting, Carisma has integrated tools and processes that ensure constant control and high data protection, offering customers the certainty of interfacing with a reliable and cutting-edge reality.
Alberto BonomoCEO of X Consulting and with over thirty years of experience in the sector, has provided Carisma with an agile organization, capable of operating in a lean and safe manner.
“Our goal is to provide Carisma with advanced control tools that can transform every obligation into a competitive advantage – explains Bonomo – The partnership has made it possible to strengthen governance and adopt high-level digital practices, also thanks to a continuous training program for Carisma collaborators. This training covered key aspects such as anti-money laundering (AML), data protection (GDPR) and cyber risks, thus ensuring a highly competent and security-oriented working environment“.
For Carisma, the compliance activities and due diligence carried out by X Consulting are seen not as mere obligations, but as strategic elements to consolidate the relationship of trust with customers and guarantee them a risk-free experience. “Being an insurer today means, more than ever, supporting customers with a transparent service, capable of responding to their needs even in the long term – adds Dente – Thanks to digitalisation, in fact, Carisma is able to respond to customer requests quickly, safely and in compliance with all current regulations. This framework also includes the app we have created to simplify customers’ lives and similar initiatives proposed by Zurich” concludes the CEO of Carisma.
Carisma represents a virtuous model of how an insurance agency can transform digital innovation into a true corporate identity, oriented towards protection and quality of service. “Our experience with Carisma – concludes Bonomo – shows how a far-sighted vision can create a digital and secure environment, in which every operational function is an investment towards total quality.“
In a context of rapid transformations, Carisma and
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