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.