Sales management and Customer 360
Customers, relationships, opportunities, products, interactions, targets and follow-up.
Proprietary financial framework
Rhino Systems Financial Framework.
It adds financial models, processes, components and accelerators to Salesforce to reduce the time between definition and an operational solution.
Rhino Systems financial expertise built on Salesforce01 / Business outcome
Salesforce provides the platform. Rhino adds financial expertise.
The framework organizes reusable capabilities for the processes financial institutions most frequently need to solve.
Each implementation adapts to products, regulations, policies, architecture and operating models. The framework accelerates delivery without becoming rigid.
Reusable accelerators with the flexibility required by each institution's operating reality.
02 / Capabilities
A foundation for priority financial processes.
The components help structure information, decisions, integrations and experiences within Salesforce.
Onboarding and account opening
Data capture, identity, validations, KYC, digital files, approvals and core system setup.
Loan origination
Profiling, applications, offers, rules, decisions, documentation, formalization and disbursement.
Country layer and operations
RFC, CURP, INE, CLABE, addresses, catalogs, integrations and controls applicable in Mexico.
03 / Process
From acquisition to continuous service.
The framework connects the main moments in a financial relationship.
Prospects, customers and relationships.
Identity, documentation and compliance.
Rules, offers and approvals.
Digital file, signature and setup.
Customer 360, requests and follow-up.
04 / Execution
Accountability throughout the lifecycle.
Technology, process and adoption are governed as one initiative, with acceptance criteria and evidence of progress.
- Definition and assessment
Objectives, scope, processes, owners, dependencies, risks and metrics.
- Functional design and architecture
Operating model, experience, data, security, integrations and technical decisions.
- Configuration and development
Implementation of capabilities, extensions, automation and interfaces.
- Testing and operational readiness
Functional, end-to-end, security, performance and acceptance validation.
- Deployment and stabilization
Production release, monitoring, issue resolution and operational transfer.
- Evolution and support
Enhancements, administration, incident management and solution continuity.
05 / Product principles
Acceleration without losing control.
The framework complements standard capabilities and is governed as part of an enterprise implementation.
06 / Contact
Let us discuss the Financial Framework.
Tell us which financial process you need to accelerate on Salesforce.
atencion@rhino.systems+52 55 4777 6300+52 55 4841 8378