Virtual remote desktop
Because there is no integrated CRM for corporate banking that contains customer data, opportunities, visits and all customer relationship information, this generates the need for this project with the aim of providing global multi-entity coverage.
Bluetab is developing the part corresponding to persistence, transformations and transfers from the big data platform to the Institution’s Salesforce CRM. This project originated with mobility capacity to get close to the customer, a collaborative environment where several people can help manage the opportunity (Executive + Product Specialists).
It supports start-to-end processes by recording traceability of opportunities at each part of the process.
SUCCESS STORIES
Quality of insurance information data
Our client is a major financial institution with presence mainly in Europe and America; among the three largest insurers in the market in Mexico and also a leader in the regions where it operates. It has undertaken a digital transformation…
Unified Data warehouse
The telecommunications sector has always been a very dynamic sector. In this sense, they have always had an urgent need to analyze their information in a convergent and unique way.To this end, an agile end-to-end collaboration has been consolidated with…
Global model of banking supervision
Banks must meet a growing volume of complex and granular reporting requirements. The methods used to collect reporting data are not fully harmonized, often leading to redundancies, overlaps, and inconsistencies in the resulting data sets. In this context there is…
PSD2 regulations
PSD2 is a European regulation on digital payment services. This system facilitates payments throughout Europe with greater security as well as offering a banking service adapted to new technologies. With it, the importance that the world of ‘APIS’ or ‘Application…
Virtual remote desktop
Al no existir un CRM integrado de Banca Empresas que contengan datos de clientes, oportunidades, visitas y toda la información de la relación con el cliente, genera la necesidad de este proyecto con ambición de dar cobertura global multi-entidad. Bluetab…
Utilities sector Data Lake
Within the digital transformation process, the option was taken to build a Data Lake to serve various departments in a cross-cutting manner.Bluetab has developed a Data Lake in AWS for a leading Spanish energy companies, which gets its data from…