Portfolio Focus - Banco Desio

Management software

KNOWLEDGE MANAGEMENT & SALES ENABLEMENT

Portfolio Focus is an extranet platform designed to support Banco Desio’s staff in internal training and the effective promotion of banking, insurance, and investment products. It is a digital environment organized into thematic areas (Individuals, Businesses, Utility), allowing each employee to access always-updated content, compare offers, download materials, and explore features through an intuitive navigation experience.

 

The system includes sections for continuous training, product comparison, downloading regulatory and informational materials, as well as internal communication tools such as news, videos, and newsletters. It also offers access to discontinued products, ensuring a complete and historical overview of the offering.

 

The platform serves as a strategic tool for sales enablement and knowledge management, designed to improve commercial performance and enhance the quality of corporate information.

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