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.
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.
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