BTG Pactual Financial Services Cloud (Salesforce)

O BTG, o maior Banco de investimentos da América Latina, migrou seu sistema para Financial Services Cloud com módulo de Insurance para aperfeiçoar a jornada de seus clientes, visando apoiar seus momentos de vida.

O BTG contou com a GFT para viabilizar esse projeto end-to-end em tempo recorde.
A close-up of a hand using a smartphone to monitor stock market data with blurred financial screens in the background.
A close-up image showcasing mobile stock trading, with a person using a smartphone to track financial data against the backdrop of brightly lit stock exchange displays. This image represents the modernisation of stock exchanges and the shift towards digital trading platforms, highlighting GFT's role in advancing financial technology and mobile trading solutions.

Aviso de Sinistro

Regulação e Liquidação

Aprimoramento

Challenge

Challenge

Engagement

Engagement

Benefit

Benefit

Two professionals collaborating on a laptop in a modern office setting
A key visual for Salesforce, featuring two professionals collaborating on a laptop in a modern office setting. This image highlights Salesforce's commitment to fostering teamwork and innovation through their customer relationship management (CRM) solutions. Discover how Salesforce's advanced platform can enhance your business processes and customer engagement, in collaboration with GFT.
Salesforce logo featuring white text on a blue cloud design
The Salesforce logo, with white text on a blue cloud design, represents a global leader in customer relationship management (CRM) solutions. Discover how Salesforce's innovative platform can enhance your customer engagement, sales, and service operations, in collaboration with GFT.
Salesforce logo featuring white text on a blue cloud design
The Salesforce logo, with white text on a blue cloud design, represents a global leader in customer relationship management (CRM) solutions. Discover how Salesforce's innovative platform can enhance your customer engagement, sales, and service operations, in collaboration with GFT.
Parceiro

Salesforce

Saiba como melhorar ainda mais a plataforma de CRM favorita no mundo. Com tecnologias modernas, como móveis, APIs e inteligência artificial, é possível expandir a Salesforce para seu back office e torná-lo parte da sua solução empresarial.

Download - just one click away

  • Análise estratégica para aproveitar todo o potencial do Salesforce

    Permitiu equilibrar de forma inteligente a utilização das modelagens out-of-the-box e, ao mesmo tempo, customizar as especificidades, sem impactar o prazo do projeto.