Success Stories

Financial Sector

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.

Contact

If you want more information, write to us and we will respond as soon as possible. Sure we can work together.


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