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MARKET AND STRATEGY

Market Vision

The finance and insurance sector’s reality is undergoing a true shift in three key aspects of its activity and strategic positioning.

  • We are at a time where, in an ever-increasingly digital and globalized world, clients are still real people with real needs, which implicates greater customization of both products and client relationships, with that customization based on a real knowledge of those needs along their lifecycle, as well as on interaction via digital models;

  • On the other hand, the finance and insurance sector, given its critical role in every country’s economy and in a more and more globalized reality, is supervised in a continuous, rigorous and in-depth way, which in turn implies the existence of supervisor relationship models, in a process logic set on compliance;

  • Finally, taking into account the two strategic axes of supervision and customised product, channel, client and price segmentation, the institutions’ governance model is forced to undergo a revision based on strategic management as a process pillared on agility, scalability and internal control, with a view to efficiency and effectiveness.

SoftFinança holds more than two decades worth of experience in maturing solution development, as well as in partnerships with its clients across several markets, focusing on adapting technology to the business needs of organizations within the Banking and Insurance sector. SoftFinança’s clients choose us not just because they simply want to acquire a product, but rather because they need a partner who will aid them in facing the market’s real challenges and keep them differentiated from competitors, based on business, technology and trend savviness.

Strategic Positioning

Our focus, as the root of our activity in providing services and delivering solutions seen as products that adapt to clients, follows these guidelines:


  • To be a company with know-how of both the business and the technology that best fits the finance sector, taking into consideration financial and insurance institutions and their supervising entities;

  • To be a company on the global market, adapting our solutions, culture and processes to the legal and cultural specifics of every country we operate in;

  • To be a company focused on delivering value through our solutions and finding the right balance in order to integrate them into our clients’ information systems’ architectures, providing both commercial and technological support adjusted to each client’s needs.