Financiera Oh!

Financiera Oh!

Operations transformation & optimization in the financial sector: Automating 100+ operational processes.

Financiera Oh!
The Challenge

Financiera Oh! was running more than 100 business processes manually and in a fragmented way across operational, financial, and administrative areas, generating long service times, friction in the customer experience, and a high risk of errors and lost information. The challenge was to transform this operation into a more integrated, efficient, and scalable model.

How did we solve it?

To address this, we designed and built a comprehensive platform aimed at automating and connecting critical business processes, centralizing workflows, information, and operational management. This made it possible to significantly reduce service and incident-resolution times, increase traceability, and positively impact the customer experience.

We worked alongside the Financiera Oh! team on three key fronts: we defined a governance model to coordinate work across more than 5 operational areas, mapped and redesigned end-to-end processes together with their owners, and developed the system that automates and connects the business’s workflows. To sustain this scope, we structured a multidisciplinary team under agile methodologies, enabling continuous releases and the platform’s progressive evolution based on business needs.

What is the impact and value generated?

Today, the platform runs more than 100 automated back-office processes across 6 business units, freeing up more than 4,800 operating hours per year. Centralizing processes and information has streamlined decision-making, increased traceability, and significantly reduced the risk of lost information.

For the end customer, this translates into faster response times and a smoother experience in processes that previously generated high operational friction and a poor customer experience.

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