Challenge

Banco BCI requests certain developments to implement Salesforce in the company, from scratch. Two key points stand out:

• Migrate information from your own internal systems and replace those based on obsolete and difficult-to-maintain technology with scalable cloud solutions.
• Understand existing data models and adapt them to Salesforce, as well as integrate Salesforce solutions with other Bank systems.

Solution

We successfully implemented the Salesforce Financial Services data model tailored to the Bank's needs. We created the 360° view of the user, which allows the Bank to have a complete view of the client: number of cards, number of accounts, returned checks, among other aspects. Finally, we integrated Salesforce with financial risk centers to facilitate the granting of loans or credits by the Bank.