HOME CREDIT Philippines

Philippines’ leading consumer finance company embarked on a mission to elevate their customer relationship management (CRM) initiatives and streamline their leads management processes.

Assisting Home Credit Philippines in Elevating CRM and Leads Management for Enhanced Customer Engagement. 

Philippines’ leading consumer finance company embarked on a mission to elevate their customer relationship management (CRM) initiatives and streamline their leads management processes. In collaboration with Addvery, they aimed to achieve greater clarity and efficiency in these crucial areas of their business operations. 

Health check 

We conducted weeklong on-site investigation for possible areas of improvement.  We identified gaps in four business areas and proposed ways to enhance them. Home Credit Philippines selected two out of the four proposed areas for a subsequent project with Addvery to improve upon. 

Customer lifecycle 

We identified and consequently designed 5 priority use-cases that cover substantial part of customer lifecycle – focused mainly on x-sell efficiency and retention. For the purposes of their future implementation, we created detailed process maps and documentation going over every decision point and data needed. 

The new approach is customer centric – uses customer data and preferences to customize communications. With less frequent but specifically targeted communication we aim to maximize customer x-sales.   

Lead management  

The aim of the project was to improve processes around customer lead creation and its further processing. We explored possible new lead sources, found gaps in current approaches and proposed changes to the process to lower dropout in lead submission process.  

We also set out to create a comprehensive funnel report showing the results of tracking all traffic sources from Initial contact through Lead creation up to Contract signing to help steer marketing efforts. The new funnel design allows to calculate not only the cost per lead for each individual marketing campaign, but the full cost of acquisition and ROI. In places where we have identified gaps in data connections that made it impossible to technically build the whole funnel, we proposed solutions to bridge the gap.  

Other case studies


Relaunching & piloting new loyalty programs across the EU together with enhanced CRM capabilities.

View case study

Komerční Banka

At Komerční banka (KB) we have participated together with technological company SAS in the extensive project “OLEG” aimed at replacement of the bank’s CRM platform with the new solution CI 360 provided by SAS.

View case study


From evaluation of current capabilities to new business proposition & business model, Addvery is acting as the main integration partner.

View case study

Rohlík Group

Rohlik Group was investigating ways to implement & scale new CRM tools, segment its customer base and improve the level of personalised offers though all communication channels. Addvery was there to help.

View case study

Security Bank

One of the Philippines’ leading banks has approached us with three main areas in which they have sought our help – approval workflows design, business requirements description, databases and processes revision.

View case study


Addvery has built a project in Greece, at the heart of which lies the use of Automated Parcel Machines (lockers). This idea was inspired by the experience of other major market players such as Alza (CZ), Amazon (US), and InPost (PL).

View case study

Küchen Quelle

Supporting Küchen Quelle, an innovative German kitchen designer & seller, to restart & implement its overall marketing strategy from brand awareness through all the customer journey up to efficient CRM and customer engagement.

View case study