BCI

Challenge

Implement Salesforce solutions from scratch in the Bank. Migrate information from your own internal systems and replace systems based on obsolete and difficult-to-maintain technology with scalable cloud solutions.

Understand existing data models and adapt them to Salesforce and integrate Salesforce solutions with other Bank systems.

Solution

We achieved a successful implementation of the Salesforce Financial Services data model adapted to the Bank's needs.

In addition, we created a 360 ° view of the user, which allows the Bank to have a total vision of the client: number of cards, number of accounts, returned checks, among other aspects.

Finally, we integrate Salesforce with financial risk centers to favor the granting of loans or credits by the Bank.