Rhino Systems

Rhino Systems / Experience

Experience applied to real challenges

We share some of our projects to illustrate the challenges we have faced, our contribution and the solutions implemented.

We follow strict codes of ethics and confidentiality. We never publish our clients’ names, logos or identifying information without their prior authorization. Where appropriate, we present anonymized case studies, always safeguarding their information and strategic context.

Case studies

Core BankingBanking

Core banking modernization with Temenos Transact

Institution: Bank

Every loan carries information, terms and a relationship that must continue. A bank needed to modernize its core and migrate its portfolio while maintaining continuity across its products and operations.

Our contribution and solution: Core banking modernization with Temenos Transact

At Rhino Systems, we participated in modernizing a banking platform with functional and technical expertise in Temenos Transact. Our work covered financial products, portfolio migration, data reconciliation and operational support, connecting business knowledge with the evolution of the core banking platform.

Technologies
Temenos Transact
Capabilities
Core banking, portfolio migration, integration and operational support
Let’s discuss the evolution of your core banking platform.
SalesforceBanking

Sales management and onboarding for business banking

Institution: Bank serving business clients

Business relationships involve people, documents and decisions across several departments. A bank wanted to bring that information together so its relationship managers could follow every opportunity and guide client onboarding with a shared view.

Our contribution and solution: Sales management and onboarding for business banking

We participated in a Salesforce Financial Services Cloud initiative to connect sales management with business client onboarding and service. The work brought together prospects, corporate groups, opportunities, relationship managers’ schedules and a comprehensive client view. It also covered onboarding documents, validations and approvals, with integration to banking systems.

Technologies
Salesforce Financial Services Cloud
Capabilities
Financial CRM, Customer 360, structured sales management and onboarding
Let’s discuss how to connect your sales management with onboarding.
D365Banking

Banking CRM implementation and evolution

Institution: Bank in Latin America

At a bank, a request can move through sales, service and lending departments. The institution needed to connect those processes and track them through a platform that could evolve alongside its operations.

Our contribution and solution: Banking CRM implementation and evolution

We participated in a Microsoft Dynamics 365 platform connecting sales, service and origination processes. The work included business rule automation, integration with institutional applications and financial capabilities. We supported the solution with specialist support and ongoing enhancements.

Technologies
Microsoft Dynamics 365
Capabilities
Banking CRM, automation, integration and ongoing enhancements
Let’s discuss the next stage of your banking CRM.
D365Insurance

CRM for sales relationships in insurance

Institution: Insurance company

An insurer wanted sales and customer service teams to share information and working practices. It needed to connect opportunities, responsibilities and business rules to maintain continuity across its teams.

Our contribution and solution: CRM for sales relationships in insurance

We contributed expertise in sales and service processes for an insurer using Microsoft Dynamics 365. Our work covered business rules, client information and CRM architecture, with Power Apps and Power Automate capabilities for user experiences and automation. This approach connects client relationships with insurance-specific processes.

Technologies
Microsoft Dynamics 365, Power Apps and Power Automate
Capabilities
Sales processes, automation and CRM architecture
Let’s discuss how to connect sales relationships and service at your insurance company.
D365Banking

Customer relationships and banking CRM evolution

Institution: Bank in Latin America

Customers interact with their bank through sales, service and multiple channels. The institution wanted to bring those interactions together so its teams could understand the full relationship and support it from onboarding through everyday service.

Our contribution and solution: Customer relationships and banking CRM evolution

We participated in a banking CRM bringing together sales management, Customer 360, onboarding and customer service. The solution integrates Microsoft Dynamics 365 Sales, Customer Service and Microsoft Dynamics 365 Marketing capabilities with the institution’s processes. Our work also covered the platform’s functional and technological evolution.

Technologies
Microsoft Dynamics 365 Sales, Customer Service and Microsoft Dynamics 365 Marketing
Capabilities
Customer 360, onboarding, customer service and CRM evolution
Let’s discuss how to integrate and evolve your CRM.
D365Socap

A member view connected with financial operations

Institution: Financial cooperative

A cooperative wanted to support each member with consistent information, whatever their service needs. This required connecting the commercial relationship with lending, collections and the channels used by its teams.

Our contribution and solution: A member view connected with financial operations

We implemented a Microsoft Dynamics 365 and Power Platform solution to bring member information together with sales, service, origination and collections processes. The scope included automation, applications for operational teams and integration with channels and financial systems. We also supported the solution’s maintenance and evolution. The CRM connects member relationships with the activities of the teams serving them.

Technologies
Microsoft Dynamics 365 and Power Platform
Capabilities
Member view, origination, collections and service
Let’s discuss a more connected experience for your members.
HUBSocap

Bill payments integrated with multiple providers

Institution: Financial institution

Bill payments and mobile top-ups needed to become part of a financial institution’s offering through its own channels. The requirement was to connect different providers and maintain a clear view of each transaction, from payment through reconciliation.

Our contribution and solution: Bill payments integrated with multiple providers

We implemented the Rhino Systems Payment Hub to connect a financial institution’s channels with multiple service and digital product providers. The platform brings together catalogs, bill payments and top-ups through APIs, with routing rules and transaction tracking. The scope includes reconciliation and operational administration. This architecture manages provider connectivity through a shared integration layer.

Technologies
Rhino Systems Payment Hub and APIs
Capabilities
Payments, multiple-provider integration, routing and reconciliation
Let’s discuss the payment services you want to integrate into your channels.
D365Sofipos

Microsoft Dynamics 365 connected with Mambu and financial channels

Institution: Financial institution

A financial institution was renewing its core and needed to keep its customer experience connected. Onboarding, lending and service had to follow a consistent flow across branches, digital channels and field teams.

Our contribution and solution: Microsoft Dynamics 365 connected with Mambu and financial channels

We implemented and evolved Microsoft Dynamics 365 as a relationship and operations platform connected with Mambu. The work covered onboarding, origination and service, integrating digital and in-person channels. We incorporated Power Platform and Azure components, alongside identity, data and messaging services.

Technologies
Microsoft Dynamics 365, Mambu, Power Platform and Azure
Capabilities
CRM and core integration, onboarding, origination and channels
Let’s discuss how to connect your core with the customer experience.
CSPRetail

Azure consumption governance and Microsoft licensing

Institution: Retail company

Azure consumption varied with the needs of a retail operation. The organization wanted to understand resource usage, anticipate requirements and receive guidance on capacity and licensing decisions.

Our contribution and solution: Azure consumption governance and Microsoft licensing

We structured an Azure and Microsoft licensing management model through CSP. The service combined consumption monitoring, trend analysis, capacity recommendations and reservation assessments with support and architectural guidance. We applied FinOps practices to connect resource usage with financial management.

Technologies
Microsoft Azure and Microsoft licensing
Capabilities
CSP services, FinOps, cloud governance and support
Let’s discuss how to govern your Azure consumption.
CSPD365Other

Managing the Microsoft licensing lifecycle

Institution: Financial organization

Teams change, and so do their licenses. A financial organization needed to manage additions, removals and renewals with clear control over requests, assignments and validity periods, aligning Microsoft tools with business needs.

Our contribution and solution: Managing the Microsoft licensing lifecycle

We supported Microsoft license administration for a financial organization through a CSP model. Our work covered requirements analysis, provisioning, additions, removals and renewals, with tracking of validity periods and authorizations. We also coordinated requests with business and administrative teams.

Technologies
Microsoft licensing, including Microsoft Dynamics 365
Capabilities
CSP services, subscription administration and support
Let’s discuss the administration of your Microsoft subscriptions.
D365Education

AI applied to education document processing

Institution: Educational institution

Each student arrived with a different set of documents. An educational institution needed to classify documents, extract information and validate their contents, combining automation with human review to support onboarding while tracking each case.

Our contribution and solution: AI applied to education document processing

We applied Power Automate, AI - Builder Copilot and artificial intelligence services to educational document processing. Our work combined document classification, data extraction and validations with human review and Microsoft Dynamics 365 integration. These capabilities connect document automation with student onboarding processes.

Technologies
Power Automate, AI - Builder Copilot and Microsoft Dynamics 365
Capabilities
Artificial intelligence, document processing and automation
Let’s discuss how to apply AI to your document workflows.
HUBD365Core BankingFintech

Architecture and integration for a digital payments platform

Institution: Payments fintech

A fintech needed account opening, wallet usage and payments to form part of a connected operation. The challenge was to connect the user experience with fund administration, transfers and reconciliation.

Our contribution and solution: Architecture and integration for a digital payments platform

We participated in the architecture, development and integration of a payments fintech platform. The work covered Microsoft Dynamics 365 components for electronic payment fund account administration, wallet applications and integration with payment services. It also included onboarding, APIs, reconciliation and indirect connectivity to SPEI.

Technologies
Microsoft Dynamics 365, APIs and indirect SPEI connectivity
Capabilities
Fintech architecture, digital accounts, wallets and payments
Let’s discuss the platform your digital payments initiative needs.
D365Core BankingBanking

Connecting CRM and core banking for wealth management

Institution: Wealth management banking institution

To advise clients, relationship managers needed to see their accounts, products and relationships from their working environment. A financial institution wanted to bring core banking information closer to wealth management service, with consistent data across systems.

Our contribution and solution: Connecting CRM and core banking for wealth management

We integrated Microsoft Dynamics 365 with Temenos Transact to connect relationship management with core banking information. The work included APIs, data synchronization and access to accounts and products from the relationship manager’s workspace. It also covered onboarding and service processes. The integration brings together relevant information for wealth management, with clearly defined responsibilities for the CRM and transaction system.

Technologies
Microsoft Dynamics 365, Temenos Transact and APIs
Capabilities
CRM and core integration, client information and wealth management service
Let’s discuss how to bring core information closer to your relationship managers.
TwilioSocapSofipos

WhatsApp and messaging connected with financial processes

Institution: Financial institutions

Across different financial institutions, messaging needed to support specific moments in customer relationships: a loan offer, a validation or a collections communication. The requirement was to connect those messages with the processes behind them.

Our contribution and solution: WhatsApp and messaging connected with financial processes

We integrated Twilio capabilities into different financial scenarios. One experience focused on WhatsApp Banking and lending campaigns; another covered one-time codes, offers and collections communications.

Technologies
Twilio and WhatsApp
Capabilities
WhatsApp Banking, campaigns, OTP codes and collections communications
Let’s discuss the financial process you want to connect with messaging.
D365BankingFintech

CRM evolution for lending and service processes

Institution: Financial institution

A financial institution needed to maintain continuity in customer service and lending while evolving its tools. Customer information, assessment rules and offers had to support teams across systems and channels.

Our contribution and solution: CRM evolution for lending and service processes

We supported a lending and service platform based on Microsoft Dynamics 365. The work included segmentation, eligibility, assessment and offers, alongside integration with the financial core and institutional services. We developed mobile capabilities and APIs and participated in CRM support and cloud modernization.

Technologies
Microsoft Dynamics 365 and APIs
Capabilities
Lending, core integration, mobility and cloud modernization
Let’s discuss the evolution of your lending processes.
D365Banking

Onboarding and customer insight on a financial platform

Institution: Financial group

A financial group wanted customer onboarding to bring information, documents and approvals together in a shared process. Its advisors needed to understand the complete relationship and coordinate progress with control and operational teams.

Our contribution and solution: Onboarding and customer insight on a financial platform

We implemented and evolved a Microsoft Dynamics 365 solution to connect Customer 360 with onboarding and origination processes. The scope brought together customer knowledge, document generation and approval paths, with core banking integration. We also supported the platform’s technological modernization and ongoing support.

Technologies
Microsoft Dynamics 365
Capabilities
Customer 360, KYC, onboarding, documentation and banking integration
Let’s discuss how to connect onboarding with your client information.
Core BankingBanking

Connected services for digital banking and payments

Institution: Bank

A bank wanted to expand its digital and payment services. It needed to connect requests from its channels with core capabilities and coordinate transactions through services with clearly defined responsibilities.

Our contribution and solution: Connected services for digital banking and payments

We contributed Temenos Transact and service architecture expertise to a digital banking and payments initiative. Our work covered core services, interfaces and orchestration of SPEI transfers and DiMo services, focusing on connections between banking channels and transactional capabilities.

Technologies
Temenos Transact, APIs, SPEI and DiMo
Capabilities
Digital banking services, banking integration and payment orchestration
Let’s discuss the integration of your next payment services.
D365Banking

Customer 360 and customer journeys for banking

Institution: Bank in Latin America

A banking institution wanted to understand its customers’ journeys, from a sales interaction through a service request. It needed a shared view of data, campaigns and contacts covering individuals and businesses.

Our contribution and solution: Customer 360 and customer journeys for banking

We worked on a Microsoft Dynamics 365 customer relationship initiative bringing together Customer 360 for individuals and businesses, customer journeys, service and communications. We contributed functional and technical knowledge of processes, user experience, data and integrations with Customer Service and Customer Insights Journeys.

Technologies
Microsoft Dynamics 365 Customer Service and Customer Insights Journeys
Capabilities
Customer 360, customer journeys, user experience and CRM architecture
Let’s discuss the journey you want to offer your customers.
D365Insurance

CRM architecture for healthcare service and communications

Institution: Healthcare and insurance organization

A healthcare and insurance organization wanted to connect member service with digital communications. Its channels and applications needed to share information to support relationships across different points of contact.

Our contribution and solution: CRM architecture for healthcare service and communications

We participated in modernizing CRM and integration architecture for healthcare and insurance services. The work covered Microsoft Dynamics 365, omnichannel service and communications with Customer Service and Customer Insights Journeys, alongside event-driven architecture to connect applications and information.

Technologies
Microsoft Dynamics 365 Customer Service and Customer Insights Journeys
Capabilities
Integration architecture, omnichannel service and member communications
Let’s discuss the connection between your service channels and systems.
D365Retail

Field Service connected with sensors and maintenance

Institution: Retail logistics operation

In a retail operation, asset information needed to become maintenance work. The organization needed to connect sensor signals with work orders, owners and tracking so teams could act on that information.

Our contribution and solution: Field Service connected with sensors and maintenance

We participated in a Microsoft Dynamics 365 Field Service solution linking sensor information with maintenance and service processes. We worked on operational processes, configuration, integration and interfaces, alongside user reporting. This experience connects assets and technical signals with work orders and operational tracking.

Technologies
Microsoft Dynamics 365 Field Service and sensor integration
Capabilities
Maintenance, work orders, integration and asset tracking
Let’s discuss how to connect your assets with maintenance operations.
D365Telco

Sales management for telecommunications services

Institution: Telecommunications provider

Selling business telecommunications services requires coordination of prospects, validations and opportunities across departments. A provider wanted a clear sales process for its teams, supported by a CRM aligned with the way they work.

Our contribution and solution: Sales management for telecommunications services

We contributed expertise in business sales processes and Microsoft Dynamics 365 Sales to a telecommunications provider. Our work covered prospects, opportunities, validations and sales workflows, using the platform’s native capabilities. The approach connects sales team activities with operational rules and requirements.

Technologies
Microsoft Dynamics 365 Sales
Capabilities
Sales management, sales processes and functional architecture
Let’s discuss the sales process you want to develop in your CRM.
D365Banking

Cloud sales management for retail and wealth banking

Institution: Bank

A bank wanted its advisors to share a common approach to organizing visits, offers and opportunities. It needed to maintain continuity in commercial relationships through a shared platform with security appropriate to banking.

Our contribution and solution: Cloud sales management for retail and wealth banking

We worked with Microsoft Dynamics 365 on sales management for retail and wealth banking advisors. The scope brought together opportunities, activities, visits, offers and client follow-up in a cloud CRM, with architecture and security capabilities for the banking environment.

Technologies
Microsoft Dynamics 365
Capabilities
Cloud CRM, structured sales management and banking relationships
Let’s discuss a common platform for your sales teams.
D365Telco

Coordinating technicians and field service work orders

Institution: Telecommunications operator

Every technical visit requires coordination of people, tools and information. A telecommunications operator needed to assign work orders, locate crews and track service progress, connecting field teams with their supervisors.

Our contribution and solution: Coordinating technicians and field service work orders

We implemented Microsoft Dynamics 365 Field Service to coordinate work orders, technicians, crews and resources. The scope included scheduling, dispatch, geolocation, inventories and field evidence capture, with Azure and mapping service integration. The solution brings visit and service information into a shared operational workflow for technicians and supervisors.

Technologies
Microsoft Dynamics 365 Field Service and Azure
Capabilities
Field service, scheduling, mobility and inventories
Let’s discuss how to coordinate your field service operation.
D365Banking

Loan origination from mobile devices

Institution: Lending institution

The loan application began during a prospect visit. A financial institution needed advisors and inspectors to record information and evidence from that moment, connecting it with validations and application tracking.

Our contribution and solution: Loan origination from mobile devices

We implemented a Microsoft Dynamics 365 and Power Apps origination process for field advisors and inspectors. The solution included application capture, visit evidence, geolocation and integration with financial systems. It also incorporated assessment rule automation and centralized tracking.

Technologies
Microsoft Dynamics 365 and Power Apps
Capabilities
Mobile origination, integration, credit rules and tracking
Let’s discuss how to bring loan origination to your field teams.
D365Other

Industrial quotations with integrated rules and analytics

Institution: Industrial component manufacturer

Preparing an industrial quotation involved bringing together parts, formulas and technical and financial assumptions. A manufacturer needed a shared source for that knowledge to work with consistent versions and scenarios when preparing each offer.

Our contribution and solution: Industrial quotations with integrated rules and analytics

We developed a Microsoft Dynamics 365 quotation platform for products with multiple components and technical and financial rules. The solution brought together catalogs, formulas, subassemblies, versions and scenarios. We integrated Microsoft 365 Copilot for documentation and Power BI for financial analysis.

Technologies
Microsoft Dynamics 365, Microsoft 365 Copilot and Power BI
Capabilities
Industrial quotations, rule automation and analytics
Let’s discuss the digitalization of your quotation process.
D365Education

A student view connected with university services

Institution: University network

A university network wanted to support students throughout their academic journey. Its teams needed to bring together admission, financial and service information to guide support, track requests and assist processes such as scholarships.

Our contribution and solution: A student view connected with university services

We implemented a Microsoft Dynamics 365 education solution bringing academic, financial and service information together in a student view. The scope included a self-service portal, request tracking and integration with academic and admissions systems. It also incorporated automated scholarship eligibility and estimation.

Technologies
Microsoft Dynamics 365
Capabilities
Student 360, self-service, academic integration and scholarship processes
Let’s discuss how to connect your students’ information and services.
D365Core BankingBanking

Customer 360 and sales follow-up for a financial group

Institution: Financial group

A financial group wanted sales teams to share a customer view across business lines. It needed to connect information and relationships with targets, opportunities and follow-up, incorporating data from its financial systems.

Our contribution and solution: Customer 360 and sales follow-up for a financial group

We implemented Microsoft Dynamics 365 with financial capabilities to bring together client information, relationships and sales follow-up. The solution included targets, prospects, opportunities, meetings and campaigns, with integration to Temenos Transact and enterprise systems.

Technologies
Microsoft Dynamics 365 and Temenos Transact
Capabilities
Customer 360, sales management and CRM and core integration
Let’s discuss a shared customer view for your teams.
D365Other

Power Platform adoption with training and governance

Institution: Financial services organization

Business teams at a financial organization wanted tools to automate tasks and manage prospects. The requirement included building internal capabilities and establishing governance practices to support Power Platform adoption.

Our contribution and solution: Power Platform adoption with training and governance

We supported Power Platform adoption at a financial organization with applications for prospect management and process automation. Our work combined training for developers and advanced users, guidance for business teams and governance practices for platform usage.

Technologies
Microsoft Power Platform
Capabilities
Business applications, automation, training and governance
Let’s discuss the processes you want to transform with Power Platform.
D365Education

Digital self-service and university request tracking

Institution: University

Checking a schedule, submitting a document or starting a request should not require visiting an office. A university wanted to move those services to digital channels and provide teams with a shared view of each request.

Our contribution and solution: Digital self-service and university request tracking

We implemented a Microsoft Dynamics 365 education services solution connecting students and service teams. The scope included access to records, schedules and payment orders, alongside requests with document attachments and case tracking. The platform organizes digital service around the student and brings requests into a shared process for university teams.

Technologies
Microsoft Dynamics 365
Capabilities
Self-service, student support and request management
Let’s discuss the services your students could manage online.
D365Education

Omnichannel service and self-service for students

Institution: University

Students needed to submit and follow requests online, while service teams required information from different systems. A university wanted to connect both sides of the service through self-service, digital channels and case tracking.

Our contribution and solution: Omnichannel service and self-service for students

We implemented a digital service architecture using Microsoft Dynamics 365 Customer Service. The scope combined a self-service portal, chatbot, request automation and integration with academic and financial systems. It also included approvals, case tracking and virtual consultations.

Technologies
Microsoft Dynamics 365 Customer Service, Outlook and Teams
Capabilities
Omnichannel service, chatbots, self-service and academic integration
Let’s discuss a connected service experience for your university.
D365Banking

Digital onboarding for private banking relationships

Institution: Private banking institution

In private banking, onboarding can involve signatories, beneficiaries and different legal structures. The institution needed to coordinate documents and approvals and give advisors a clear view of each relationship’s progress.

Our contribution and solution: Digital onboarding for private banking relationships

We implemented a Microsoft Dynamics 365 onboarding process for private banking relationships. The solution covered individuals, relationships and signing structures, with document generation and approval paths based on calculated risk. It also included task assignment and tracking from opportunity through onboarding.

Technologies
Microsoft Dynamics 365
Capabilities
Onboarding, dynamic documentation, relationships and approvals
Let’s discuss digitalizing your private banking onboarding.
D365Other

Connected service locations for clinical diagnostics

Institution: Clinical laboratory network

An appointment, quotation and payment are part of the same patient experience. A clinical diagnostics organization needed to connect that information across service locations, the contact center and administrative systems.

Our contribution and solution: Connected service locations for clinical diagnostics

We worked on a Microsoft Dynamics 365 initiative connecting patient information with service processes. The scope brought together registration, Patient 360, appointments, quotations, charges and invoicing, with integration to administrative platforms. We contributed process expertise for service through branches and the contact center.

Technologies
Microsoft Dynamics 365
Capabilities
Patient view, appointments, service locations and administrative integration
Let’s discuss how to connect your patient service channels.
CSPBanking

Microsoft productivity administration and support in banking

Institution: Bank

Bank employees needed productivity tools and support for their daily work. The institution needed to administer licenses and handle requests from different user profiles in coordination with internal teams and security controls.

Our contribution and solution: Microsoft productivity administration and support in banking

We provided administration and support services for a Microsoft productivity environment used by banking teams. The work covered license assignment and reassignment, user support and coordination with internal departments and Microsoft. It also included integration with corporate security tools.

Technologies
Microsoft 365 and Office 365 Copilot
Capabilities
Managed services, license administration and user support
Let’s discuss the administration of your Microsoft environment.
D365Banking

A digital workflow for business credit assessment

Institution: Bank serving businesses

Business credit applications involve relationship managers, control teams and risk departments. A bank needed to bring documents, calculations and decisions together to track each file’s progress and coordinate work across teams.

Our contribution and solution: A digital workflow for business credit assessment

We participated in a Microsoft Dynamics 365 solution connecting the stages of lending to small and medium-sized businesses. The work included application capture, documentation, applicant profiles, financial calculations and file assignment. The workflow connected branch, control, credit and risk activities.

Technologies
Microsoft Dynamics 365
Capabilities
SME lending, digital files, assessment and approvals
Let’s discuss how to connect the stages of your business lending process.
D365Socap

Mobile collections with offline capabilities

Institution: Financial institution

Collections visits continued even where there was no mobile signal. A financial institution needed field teams to record activities and evidence and incorporate that information into the CRM when connectivity returned.

Our contribution and solution: Mobile collections with offline capabilities

We built a mobile collections application integrated with Microsoft D365 CRM to carry out and document field activities. The scope included offline work, later synchronization, visit scheduling, maps and photo capture. We integrated web services and document storage in Microsoft 365 Copilot. The solution enables field teams to keep recording activities even when connectivity is unavailable.

Technologies
Microsoft D365 CRM, Microsoft 365 Copilot and web services
Capabilities
Mobile collections, offline operations and visit evidence
Let’s discuss the tools your field collections team needs.
D365Education

Recruitment and admissions connected with the academic system

Institution: University network

A university network wanted to maintain continuity from an applicant’s first interest through admission. It needed a common way to receive registrations, guide follow-up and connect that journey with academic system information.

Our contribution and solution: Recruitment and admissions connected with the academic system

We implemented capabilities for applicant registration and tracking, connecting recruitment, admissions and process indicators. The solution included integration with the Banner academic system and Microsoft productivity tools to support university teams.

Technologies
Microsoft Dynamics 365, Banner and Office 365 Copilot
Capabilities
Recruitment, admissions and academic system integration
Let’s discuss how to connect your admissions with the academic system.
D365Education

Tracking applicants and students through a university CRM

Institution: University

The first contact with an applicant was only the start of the relationship. A university needed shared follow-up across recruitment, admissions and academic and administrative teams, bringing together information previously managed in separate files.

Our contribution and solution: Tracking applicants and students through a university CRM

We implemented Microsoft D365 CRM to bring prospects and students into a shared follow-up process. The scope covered admissions and re-enrollment, involving academic, recruitment and administrative teams. It also included enrollment, demand and opportunity reporting.

Technologies
Microsoft D365 CRM
Capabilities
Prospect management, admissions, re-enrollment and reporting
Let’s discuss continuity in your university’s student follow-up.
D365BankingFintech

CRM for managing donor relationships

Institution: Organization with social investment programs

An organization with social programs wanted to maintain continuity in donor relationships. It needed to connect contacts, relationships and conversations with support opportunities so each relationship could be followed through a shared process.

Our contribution and solution: CRM for managing donor relationships

We implemented and supported a Microsoft Dynamics 365 Sales solution for donor relationships. The scope covered people, organizations, relationships, activities and donation opportunities, alongside campaigns and reports.

Technologies
Microsoft Dynamics 365 Sales
Capabilities
Donor management, relationship building, campaigns and follow-up
Let’s discuss how to organize your donor relationships.
D365Insurance

CRM with specialized insurance functionality

Institution: Insurance company

An insurer needed a CRM aligned with its industry’s processes and concepts. Sales management, service and documents had to remain connected through functionality reflecting how its teams work.

Our contribution and solution: CRM with specialized insurance functionality

We implemented a Microsoft Dynamics 365 CRM solution for insurance processes. The work included configuration, document components and follow-up support.

Technologies
Microsoft Dynamics 365
Capabilities
Insurance CRM, industry functionality and document management
Let’s discuss a CRM adapted to your insurance operation.
D365Retail

Cloud CRM migration for retail customer service

Institution: Retail company

A customer could begin a relationship in-store, continue online and reach out to the contact center. A retailer wanted to connect those service points while modernizing its CRM in the cloud.

Our contribution and solution: Cloud CRM migration for retail customer service

We migrated an on-premises CRM to Microsoft Dynamics 365 in the cloud and participated in evolving its Customer Service capabilities. Our work also covered integration architecture for e-commerce, quotations and point of sale, alongside contact center service.

Technologies
Microsoft Dynamics 365 and Customer Service
Capabilities
Cloud migration, customer service and commercial integration architecture
Let’s discuss the evolution of your CRM and service channels.
D365Other

Opportunities and onboarding from mobile service locations

Institution: Financial institution

For a financial institution, the service point was wherever its advisor was. Teams needed to manage opportunities and start client onboarding from mobile devices while keeping information connected with operational departments.

Our contribution and solution: Opportunities and onboarding from mobile service locations

We implemented Microsoft Dynamics 365 capabilities for financial advisors working from mobile devices. The solution enabled them to manage opportunities, start and track onboarding and record information at the service point. The scope connected those activities with a process shared by operational teams.

Technologies
Microsoft Dynamics 365
Capabilities
Financial mobility, opportunity management and onboarding
Let’s discuss the mobile capabilities your advisors need.
D365Banking

Sales CRM and onboarding for banking

Institution: Bank in Latin America

A bank wanted continuity from the sales opportunity through client onboarding. It needed to bring schedules, client information and campaigns into a common model supporting its teams’ work.

Our contribution and solution: Sales CRM and onboarding for banking

We worked on a Microsoft Dynamics 365 financial initiative combining sales schedules, Customer 360, onboarding and marketing. We contributed Sales capabilities and knowledge of the Rhino Systems financial framework to connect opportunity follow-up with client onboarding.

Technologies
Microsoft Dynamics 365 Sales and marketing capabilities
Capabilities
Financial CRM, structured sales management, Customer 360 and onboarding
Let’s discuss the sales model you want to develop in your CRM.
D365Other

Segmentation and tracking for lending processes

Institution: Financial institution

Identifying an eligible client was the start of the lending process. A financial institution needed to connect the application with validations and authorizations so participating departments could share information and track the file.

Our contribution and solution: Segmentation and tracking for lending processes

We implemented a version of our lending solution for a financial institution. The scope connected eligible customer segmentation, applications and review and authorization workflows, with client information and tracking of outstanding items.

Technologies
Microsoft Dynamics 365
Capabilities
Segmentation, applications, credit review and authorization
Let’s discuss the workflow connecting your opportunities with lending.
D365Telco

CRM support for business telecommunications

Institution: Business services provider

In business telecommunications, CRM supports everyday customer relationships. Keeping these applications supported requires knowledge of the processes used by sales and operational teams.

Our contribution and solution: CRM support for business telecommunications

Our experience in business telecommunications includes specialist services for CRM platforms. We support business application environments used in relationships with corporate clients, drawing on sector knowledge and technology support capabilities.

Technologies
Microsoft Dynamics 365
Capabilities
CRM support and technology guidance
Let’s discuss the support your customer relationship applications need.
D365Banking

CRM and customer insight for investment services

Institution: Investment services organization

An investment services organization wanted to understand its clients better and strengthen relationship management. It needed to connect information, sales capabilities and marketing through a platform aligned with its financial context.

Our contribution and solution: CRM and customer insight for investment services

We contributed Microsoft Dynamics 365 and Customer Insights expertise to a customer relationship initiative in investment services. Our work addressed CRM, customer data and marketing capabilities in the context of a financial organization’s needs.

Technologies
Microsoft Dynamics 365 and Customer Insights
Capabilities
Financial CRM, customer data and marketing
Let’s discuss the CRM and data capabilities your organization needs.
D365Insurance

CRM for business insurance

Institution: Insurance company

An insurer focused on businesses needed to organize prospect, account and opportunity follow-up. It wanted a CRM that incorporated insurance terminology and supported sales management across its customer segments.

Our contribution and solution: CRM for business insurance

We worked with Microsoft Dynamics 365 capabilities to address sales management for business insurance. Our contribution combined knowledge of insurance CRM, prospects, accounts, opportunities and sales follow-up for corporate and SME segments.

Technologies
Microsoft Dynamics 365
Capabilities
Insurance CRM, sales management and segmentation
Let’s discuss the capabilities your insurance sales management needs.