Rhino Systems

Rhino Systems / Salesforce Financial Services Cloud

Financial transformation on Salesforce

Salesforce Financial Services Cloud.

We design and implement Salesforce solutions that connect customers, products, processes, data and service within a platform built for financial services.

Salesforce Partner specializing in financial services

01 / Business outcome

The platform creates value when it reflects the institution's operating model.

We configure Salesforce around the sales, onboarding, origination and service processes the business needs to execute.

We connect user experience with data, files, rules, channels and core systems so the CRM does not become an isolated platform.

We turn Salesforce capabilities into usable, integrated and governable financial processes.

02 / Capabilities

Capabilities for financial relationships and operations.

We use standard components and controlled extensions according to each institution's scope.

01

Financial Services Cloud

Customer, household, relationship, financial product, interaction and Customer 360 models.

02

OmniStudio

Guided experiences, forms, integrations and components for digital processes.

03

Sales and Service

Sales management, opportunities, cases, service, commitments and knowledge.

04

Agentforce, data and integration

AI-assisted automation and integration with core banking, channels, decision engines and enterprise services.

03 / Process

Connected processes around the customer.

The solution can coordinate the commercial and operational journey from end to end.

01Prospecting

Segmentation, opportunities and follow-up.

02Onboarding

Identity, validations and digital file.

03Origination

Application, rules, decision and formalization.

04Service

Cases, requests and commitments.

05Evolution

Analytics, automation and continuous improvement.

04 / Execution

Accountability throughout the lifecycle.

Technology, process and adoption are governed as one initiative, with acceptance criteria and evidence of progress.

  1. Definition and assessment

    Objectives, scope, processes, owners, dependencies, risks and metrics.

  2. Functional design and architecture

    Operating model, experience, data, security, integrations and technical decisions.

  3. Configuration and development

    Implementation of capabilities, extensions, automation and interfaces.

  4. Testing and operational readiness

    Functional, end-to-end, security, performance and acceptance validation.

  5. Deployment and stabilization

    Production release, monitoring, issue resolution and operational transfer.

  6. Evolution and support

    Enhancements, administration, incident management and solution continuity.

05 / Salesforce ecosystem

Platform, financial expertise and integrated execution.

Rhino Systems combines Salesforce capabilities with experience in banking, integration and critical operations.

Functional consultingDefinition of processes, experience, data, controls and acceptance criteria.
Implementation and integrationConfiguration, development, APIs, migration and testing.
Financial acceleratorsProprietary components and models that reduce definition and build time.
ContinuityStabilization, support and evolution after production release.

06 / Contact

Let us discuss your Salesforce initiative.

Tell us which financial process you need to transform, integrate or evolve.

atencion@rhino.systems+52 55 4777 6300+52 55 4841 8378