The rapid growth this financial institution –which provides credit, leasing, factoring, trust funds, insurance, investment and trading strategy– has experienced demanded technology that enabled it to have greater control over its executives' activities and to expand the services offered to their clients.
To achieve these goals we implemented a Business Calendar (Commercial Systems) module that speeds up and makes it easier to control opportunity management, activities and tasks of each executive, providing a clearer vision of their progress towards their goals.
Now supervisors can keep better track of the performance of their sales force and the institution's commercial opportunities have been increased by having a complete view of the interaction with their customers.
With Rhino Financial Services Framework we also introduced improvements in account creation processes, loan granting, and contract automation. All of this has optimized the financial services offered by our client.
Solution: Rhino Financial Services Framework
Industry: Banking and Finance