Serviços de orientação financeira são alternativa para atrair e reter negócios na crise


Brasil Assistência oferece serviço de conveniência com atendimento personalizado de profissionais da área contábil e suporte financeiro

Em tempos de instabilidade e cenário econômico recessivo, a insegurança financeira pode levar a população a mexer em economias, como títulos de capitalização ou poupança, e sacar parte das reservas para quitar eventuais dívidas. Mesmo considerando os dados da terceira edição do Indicador de Educação Financeira (IndEF), elaborado pela Serasa Experian e pelo Ibope, que indicam o fato de os brasileiros terem acumulado mais conhecimento em educação financeira e usado seus recursos com mais cautela, para driblar a crise não basta somente ter criatividade, é preciso planejamento e ajuda especializada.
“Diante da crise, a adoção de novos hábitos para o uso inteligente da renda e administração de recursos é essencial. Nota-se o esforço e o melhor entendimento do brasileiro neste sentido. E não é à toa”, afirma Almir Fernandes, presidente da Brasil Assistência. “Hoje em dia, no entanto, quem não consegue se organizar pode contar com serviços especializados de orientação financeira, em que o usuário tem à disposição atendimento profissional e personalizado”, reforça o executivo.
O serviço de conveniência de Orientação Financeira, parte do portfólio de produtos de Assistência a Pessoas da Brasil Assistência, umas das líderes no mercado, oferece atendimento personalizado aos usuários que procuram saber mais sobre como organizar melhor a vida financeira e manter as contas em dia, sem se complicar.
Orientados por profissionais da área contábil, os segurados contam com dicas práticas de organização do orçamento pessoal, diagnóstico financeiro, como gerar reservas com base na renda atual, métodos de planejamento, cálculos de rentabilidade mensal e de recuperação financeira. “A Orientação Financeira é uma solução que sempre apoia os segurados de nossos clientes. Com o momento atual do País, percebemos uma oportunidade ainda mais latente de agregar valor aos produtos de nossos clientes com uma solução simples, mas extremamente efetiva”, completa.
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