Our customer –a cooperative with extensive experience in the country, offering savings, credit and investment products–, wanted to solve the lack of follow-through in its collection department, prospect loss, hold-ups in analysis and loan grants, as well as a high volume of overdue portfolio.

With Dynamics 365 and the solutions Rhino offered, the institution optimized the processes focused on customer service, it automated its branch network, implemented new mobile Credit and collection agents, simplified loan grants with process flow and incorporated high quality systems to avoid the duplication of information alongside follow-up mechanisms for service to its partners.

From the moment they adopted the CRM, they had these accomplishments:


  • Improvements in customer service response time
  • Quickening of canvassing times
  • Increase in customer satisfaction
  • Decrease in loan-granting times
  • Reduction in overdue portfolio through the mobile app

Solution: Rhino Financial Services Framework
Industry: Banking and Finance
Country: Mexico