The objective of this Mexican Business Group is to offer personal and corporate goals to their customers in the financial field. It has the divisions of Private Banking, Corporate Banking, Fiduciary, Cards, and Leasing and Infrastructure.
Due to its nature and the broad coverage of its services it will require an effective and innovative solution which allows to improve prospection and trade compliance from its sales force.
The transition to the cloud that Rhino carried out with Dynamics 365 and other processes aimed at Private Banking, Corporate banking, and Legal enabled the institutions to follow through both prospects and opportunities using flows developed for each banking segment.
With this, the institution had its clients' information centralized in one place and an optimal opportunity and risk grading mechanism, as well as a more precise control to evaluate the performance of each executive.
Solution: Rhino Financial Services Framework
Industry: Banking and Finance