{"id":273,"date":"2018-06-11T23:26:45","date_gmt":"2018-06-11T23:26:45","guid":{"rendered":"https:\/\/rhino.systems\/?page_id=273"},"modified":"2019-05-08T18:09:51","modified_gmt":"2019-05-08T18:09:51","slug":"como-funciona-financial","status":"publish","type":"page","link":"https:\/\/rhino.systems\/en\/solutions\/financial-services-framework\/how-it-works-financial\/","title":{"rendered":"C\u00f3mo funciona Financial"},"content":{"rendered":"

[et_pb_section bb_built=”1″ fullwidth=”on” disabled_on=”off||” _builder_version=”3.5.1″ next_background_color=”#ededed”][et_pb_fullwidth_slider show_arrows=”off” show_pagination=”off” show_image_video_mobile=”on” _builder_version=”3.5.1″ background_image=”https:\/\/rhino.systems\/wp-content\/uploads\/2018\/08\/header_financiero1.png” background_position=”top_left” background_repeat=”repeat”][et_pb_slide image=”https:\/\/rhino.systems\/wp-content\/uploads\/2018\/06\/soluciones_financial.png” use_bg_overlay=”off” use_text_overlay=”off” _builder_version=”3.5.1″ header_text_align=”center” header_font_size=”34″ header_font_size_tablet=”32″ header_font_size_phone=”32″ header_font_size_last_edited=”on|tablet” body_text_align=”center” body_font_size=”34″ body_font_size_tablet=”28″ body_font_size_phone=”26″ body_font_size_last_edited=”on|desktop” background_color=”#37b5c4″ background_image=”https:\/\/rhino.systems\/wp-content\/uploads\/2018\/08\/header_financiero1.png” button_on_hover=”on”]<\/p>\n

How it Works<\/p>\n

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Rhino Financial Services Framework Modules<\/strong><\/span><\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.0.47″ prev_background_color=”#ededed” next_background_color=”#000000″][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_code _builder_version=”3.5.1″ text_orientation=”center”]<!– [et_pb_line_break_holder] –>[\/et_pb_code][et_pb_text _builder_version=”3.5.1″ header_line_height=”2em” max_width=”80%” module_alignment=”center”]<\/p>\n

Rhino Financial Services Framework<\/strong><\/span> is a cloud based solution, based on Azure and dynamics 365, focused on the banking and financial sectors. It will help you achieve a differentiated experience for each one of your customers, identifying their needs in a proactive way.<\/h3>\n

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Business Calendar<\/strong><\/p>\n

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Focus and capitalize the efforts of your sales team about leads and opportunities in your market, gaining a perfect control of goals and objectives on different levels inside your organization<\/strong><\/span> by using the Business Calendar.<\/h3>\n

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The Business Calendar<\/strong> is one of the key modules which allow you to grow and quantify sales and team performance in your banking institution. Every objective and goal planned for each executive is monitored during its performance and becomes a part of individual, sectoral, and general reports that give you a general panorama<\/p>\n

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Commercial
\nPlanner<\/strong><\/h4>\n

Based on the analysis of your sales opportunities, plan goals and objectives per executive and automatically give follow up.<\/p>\n

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Commercial
\nfollow up<\/strong><\/h4>\n

Every interaction your executives have with this tool will be surveyed and linked to their activities with their plan.<\/p>\n

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Executive Measurements <\/strong><\/h4>\n

Get quantitative measurements of your executives\u2019 performance on the planner.<\/p>\n

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Reports and Dashboards<\/strong><\/h4>\n

Visualize the behavior of every one of the sales forces based on their objectives, with charts and reports. Check reports per person, region, groups, and segments in a given period.<\/p>\n

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Operational Processes<\/strong> with the Customer<\/p>\n

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At Rhino Financial Services Framework<\/strong> we have developed modules with the best practices and processes so the executive can walk the client through the request and signing of credits and investments. Our modules consider the best way for the executive to give your customer the best possible service.<\/p>\n

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Loans<\/strong><\/h3>\n

In this module we consider all the stages and processes which are needed from the moment a customer requests information about a loan, granting or denying it, offering other products, up to follow up and collection. Processes and modules are included during:<\/p>\n

    \n
  • Loan origination<\/li>\n
  • Loan Supervision<\/li>\n
  • Mobile and call-center collection<\/li>\n<\/ul>\n

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    Investments<\/strong><\/h3>\n

    It enables you to visualize all of your clients\u2019 information so the executive can walk the client through the different investment options, according to their own goals and objectives. The aim is to offer a personalized service. The modules and flows consider the process that the executive requires for an investment plan.<\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.5.1″ custom_margin=”0px||0px|” custom_padding=”30px||30px|” prev_background_color=”#000000″ next_background_color=”#000000″][et_pb_row custom_padding=”30px||30px|” custom_margin=”0px||0px|” _builder_version=”3.5.1″ background_color=”#15a5bd”][et_pb_column type=”4_4″][et_pb_text admin_label=”Frase ” _builder_version=”3.5.1″ text_font_size=”22px” header_text_color=”#ffffff” background_layout=”dark”]<\/p>\n

    Onboarding<\/strong> and Dossier creation<\/p>\n

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    Onboarding and Dossier creation groups the modules that enable automation and improved control of the opening for your new clients, deposit accounts and credit origination. This guarantees us the compliance of the internal policies that the financial institutions handle and all the knowledge of the client, their relationship and the registration of their Dynamics 360 account.<\/p>\n

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    KYC Customer registration<\/strong><\/h3>\n

    Your relationship with your client must be the best from the get-go. It is therefore crucial to have clear information of their requirements for each process they are in, to listen to their needs so as to offer the products and services they require, and which are adapted to their profile and payment ability.<\/p>\n

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      \n
    • Prospecting.<\/strong> Registration of the clients\u2019 information through the financial institution\u2019s different service channels for follow-up assistance with a sales promoter.<\/li>\n
    • Consulting.<\/strong> Customer identification and accompaniment for the services and products offered by the institution.<\/li>\n
    • Product suggestions<\/strong> are made according to the clients\u2019 profile using pre-qualification surveys, credit bureau reports, blacklists, and MLP.<\/li>\n
    • Payment Ability.<\/strong> Estimates the borrowing capacity based on the customers\u2019 income and expenses.<\/li>\n<\/ul>\n

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      In-situ research<\/strong><\/h4>\n

      With Rhino Financial Services Mobile App your agents will be able to do verifications and validations in the customer\u2019s home prior to the acceptance of a loan. The app is enabled with forms and photographic evidence uploading.<\/p>\n

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      Digital File<\/strong><\/h4>\n

      There will be a centralized file of all of your customers\u2019 documents in digital format. We have processes which allow you to automatically get information in digital format.<\/p>\n

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      360\u00ba<\/strong> Vision<\/p>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ _builder_version=”3.0.47″ prev_background_color=”#000000″ next_background_color=”#51c3ca”][et_pb_row _builder_version=”3.0.47″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″][et_pb_text _builder_version=”3.5.1″ max_width=”85%” module_alignment=”center”]<\/p>\n

      We have created a 360\u00ba vision <\/strong> which enables your service agents and sales executives to know each customer in detail<\/strong>. This, in turn, allows for the delivery of unique and specialized service<\/strong>.<\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/rhino.systems\/wp-content\/uploads\/2018\/06\/icono_circulo_360azul.png” align=”center” _builder_version=”3.5.1″ max_width=”35%” module_alignment=”center” animation_style=”fade” \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=”1″ specialty=”off” _builder_version=”3.5.1″ background_color=”#51c3ca” custom_margin=”0px||0px|” prev_background_color=”#ffffff” global_module=”2366″][et_pb_row global_parent=”2366″ _builder_version=”3.5.1″ custom_margin=”0px||0px|” background_position=”top_left” background_repeat=”repeat” background_size=”initial”][et_pb_column type=”4_4″][et_pb_cta global_parent=”2366″ _builder_version=”3.5.1″ button_text=”Cont\u00e1ctanos ahora” background_color=”#51c3ca” custom_margin=”0px||0px|” button_url=”\/rhino\/contacto\/” header_font=”|300|||||||” header_font_size=”22″ body_font=”|300|||||||” header_level=”h3″ custom_padding=”0px||0px|” custom_button=”on” button_bg_color=”#176490″]<\/p>\n

      Would you like to know more about Rhino Financial Services Framework<\/strong>?<\/h3>\n

      [\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"

      C\u00f3mo funciona M\u00f3dulos Rhino Financial Services Framework <!– [et_pb_line_break_holder] –> Rhino Financial Services Framework es una soluci\u00f3n en la nube basada en Azure y Dynamics 365 enfocada al sector bancario y financiero con la que lograr\u00e1s dar […]<\/p>","protected":false},"author":1,"featured_media":0,"parent":133,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-273","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/pages\/273"}],"collection":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/comments?post=273"}],"version-history":[{"count":0,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/pages\/273\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/pages\/133"}],"wp:attachment":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/media?parent=273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}