{"id":3303,"date":"2018-11-21T00:33:03","date_gmt":"2018-11-21T00:33:03","guid":{"rendered":"https:\/\/rhino.systems\/?p=3303"},"modified":"2019-02-05T19:43:04","modified_gmt":"2019-02-05T19:43:04","slug":"3303-2","status":"publish","type":"post","link":"https:\/\/rhino.systems\/en\/3303-2\/","title":{"rendered":"Financial institution focused on maximizing and boost the development of Mexico gains better control and performance measurement of its sales force"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243;][et_pb_row][et_pb_column type=&#8221;1_3&#8243;][et_pb_image _builder_version=&#8221;3.5.1&#8243; src=&#8221;https:\/\/rhino.systems\/wp-content\/uploads\/2018\/11\/icono_ind_crecimiento.png&#8221; \/][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243;][et_pb_text _builder_version=&#8221;3.5.1&#8243;]<\/p>\n<p>The objective of this Mexican Business Group is to offer personal and corporate goals to their customers in the financial field. It has the divisions of Private Banking, Corporate Banking, Fiduciary, Cards, and Leasing and Infrastructure.<\/p>\n<p>Due to its nature and the broad coverage of its services it will require an effective and innovative solution which allows to improve prospection and trade compliance from its sales force.<\/p>\n<p>The transition to the cloud that Rhino carried out with <strong>Dynamics 365<\/strong> and other processes aimed at Private Banking, Corporate banking, and Legal enabled the institutions to follow through both prospects and opportunities using flows developed for each banking segment.<\/p>\n<p><em>With this, the institution had its clients' information centralized in one place and an optimal opportunity and risk grading mechanism, as well as a more precise control to evaluate the performance of each executive.<\/em><\/p>\n<p><em>\u00a0<\/em><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.5.1&#8243; background_color=&#8221;#f4f4f4&#8243; custom_padding=&#8221;18px|18px|18px|18px&#8221; custom_margin=&#8221;60px|||&#8221;]<\/p>\n<p><em>Solution: <\/em>Rhino Financial Services Framework<strong><br \/>\n<\/strong><em>Industry: <\/em>Banking and Finance<strong><br \/>\n<\/strong><em>Country: <\/em>Mexico<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"<p><div class=\"et_pb_row et_pb_row_0 et_pb_row_empty\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div> El objetivo de este Grupo Empresarial Mexicano es ofrecer metas personales y empresariales a sus clientes en el \u00e1mbito financiero. Cuenta con divisiones de Banca Privada, Banca de Empresas, Fiduciario, Tarjetas, y Arrendadora e Infraestructura. Por su naturaleza y amplia cobertura de servicios requer\u00eda una soluci\u00f3n efectiva e innovadora que le permitiera mejorar en [&hellip;]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[25],"tags":[],"class_list":["post-3303","post","type-post","status-publish","format-standard","hentry","category-casos-de-exito"],"_links":{"self":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/posts\/3303"}],"collection":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/types\/post"}],"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=3303"}],"version-history":[{"count":0,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/posts\/3303\/revisions"}],"wp:attachment":[{"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/media?parent=3303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/categories?post=3303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rhino.systems\/en\/wp-json\/wp\/v2\/tags?post=3303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}