Develop closer relationships and exceed your clients’ expectations with BySide’s trusted and industry-leading solution.

How we help your business

Retail banking

Retail banking

Interact with your clients through their preferred channels and create a personalised experience across different points. With complete integration of your channels in one platform, you can coordinate marketing campaigns across digital and traditional channels.

Corporate banking

Corporate banking

Support your agents with accurate insights about each client’s status and profile. Create tailored experiences for each of your corporate clients and improve your customer support with specific offers and contextual interactions, and overcome your clients’ best expectations.

Insurance companies

Insurance companies

Allow your agents to adapt to the new reality of remote working with total protection of your data and a high service standard. Deliver a seamless experience to both clients and agents, to streamline sales and improve customer satisfaction.

The Lead Activation Journey

Improved customer context

1 TRACKImproved customer context

In the banking sector there are two main types of visitors to your website:
1) non-customers looking for a product or service
2) customers using homebanking services. Create different communication strategies for each segment using first-party data stored in our Customer Data Platform.
By identifying your customers you will be able to accurately align your future campaigns and communications with their expectations.

Score your leads and find high value customers

2 QUALIFYScore your leads and find high value customers

Most banking sales are consultative. This may be due to legal requirements, product complexity and the level of commitment needed. Establish priorities and reach your most qualified leads faster, delivering them to your agents. With Lead Scoring you can create scoring milestones based on visit frequency, the number of previous contacts and contact requests, and decide which contacts should be handled first.

Targeted and Automatic Engagement

3 ENGAGEPersonalise your communications and improve your results

Personalised communications can achieve 50% higher conversion than standard content. Personalise your communications in real-time, across multiple touch-points, including the contact centre and homebanking, so customers may have an experience that matches their expectation and the personalisation level that happens in the context of their local branch. Your contact centre agents have access to a full view of customers’ profiles and your website will display the most appropriate offers.

Achieve more conversions by innovating your interactions

4 CONVERTAchieve more conversions by innovating your interactions

Assisted sales play a big role in banking, as these transactions require a high level of trust and complexity, therefore it is often needed an interaction with an agent or account manager. With BySide your contact centre agents have real-time access to the visitor’s profile, allowing them to interact with the user on a personal basis, increasing the trust and easing the conversion process.

A clear view of your customers lifecycle

5 ATTRIBUTEA clear view of your customers lifecycle

The world of banking is complex: the buying process can begin in an online channel and be closed in a physical agency. This integration can be difficult to achieve and it is a serious challenge to keep track of the process and to measure the results. With BySide you can attribute all your sales, including assisted sales, to the campaigns that generated the lead. Achieve a clear view of the campaigns that are bringing the best results and those which need to be optimised.

Take care of existing clients and recoverlost opportunities

6 NURTURETake care of existing clients and recover lost opportunities

This cycle is never over, there are still opportunities in existing clients and new possibilities to recover unsuccessful interactions. Reach new clients with offers based on their previous purchases, interests and behaviours. Segment the leads who didn’t convert on a different list to be targeted with specific recovery campaigns across different channels and touchpoints.

Why BySide?



With more than 12 years of experience in the Banking business, we know what works for your industry and we will share that knowledge with you.



We are always by your side to plan and execute your campaigns. We have a team of specialists to give you valuable insights that will transform your results.



BySide is the right partner for fast-paced scenarios. You can start in less than 24 hours! We privilege quick-win actions over long-term projects.



We believe in business-driven tools rather than tool-driven businesses. Integration over accumulation!

You can take our word for granted, here’s what our customers say

In this challenging period, Byside has been a strategic partner for TAP. Their solutions have improved our sales processes and digital experience. I highly recommend Byside for their professionalism, proactivity and excellence.

Cibelle Ribeiro TAP Miles&Go Operations Manager TAP Air Portugal

BySide became a strategic partner of La Redoute with the implementation of their Click2Call and Chat solutions, which allowed La Redoute to give customer support during the user journey. This partnership has evolved and now includes integrated solutions with our CRM, La Redoute's strong feature, giving more flexibility and agility to our digital marketing campaigns.

Paulo Pinto CEO La Redoute

Experts in lead management and conversion, BySide is the perfect partner for a sales-oriented company. Committed to our goals, they offer technological solutions to every concern, in order to increase sales.

Mikel Ormazabal Ezkurra Online Sales Manager Jazztel

BySide is a long-standing partner of Portugal Telecom, with whom we have been working to take advantage of the growing digital channel opportunities, helping us to transform online visitors into valuable commercial leads.

Pedro Pinheiro Director of E-Commerce Altice

In an increasingly competitive market, it is imperative to choose each partner carefully. To OK! Teleseguros, innovation is a critical success factor and the work done by BySide has been proving to be a valuable asset, not only for their innovative features but also for their proactivity, flexibility, dedication and professionalism. BySide is a positive bet.

Sérgio Carvalho Head of Marketing & Innovation OK! Teleseguros

MásMóvil is a sales-oriented company. In the online world, this means that we need to get the most from each visit and have the best conversion from visit to sale. BySide is the company that guarantees us the best ratios, as well as a wider lead management control. For these reasons, we have decided to trust them with our online service.

Francisco Trujillo Sanchez Online Sales Manager MásMóvil

Thanks to BySide’s Click2Call, HP has been able to improve the quality of its customer support, while managing online lead generation in a more effective way and with great results, when it comes to converting into sales.

Jorge Varela HP

Attaining a solid relationship with the customers through a differentiating service is one of our goals. Being our partner since 2011, BySide has been continuously showing a strong customer orientation and a very proactive attitude. Added up to their competence, this has been helping Seguros Continente become a benchmark of excellence.

André Figueiredo Contact Center Manager Seguros Continente

BySide is a partner that has allowed us, in an agile and flexible way, to increase our conversion rates and provide better service to our users and customers, thanks to its service.

Eduardo López del Hierro Online Sales Director Simyo

Considering how far we have come in the reality of our digital economy, it is perhaps shocking to think about the pace at which it has been growing and evolving, and what it represents nowadays. As it keeps gaining ground, it requires a constant search for more and better services, an attitude that I find in BySide. They add value and innovation to their partners’ businesses. These are the reasons that lead us to consider BySide as an asset to the evolution of the digital world and the online market.

Miguel Melancia E-Commerce Manager Staples

In a world where the customer demands more availability, BySide’s services are undoubtedly a critical factor that has been keeping up with all business demands.

Paula Dias Frontend Coordinator | Customer Support Unibanco

Brands winning with Lead Activation

La Redout
Seguros Continente
Ok Teleseguros
Novo Banco

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