Usługi finansowe

Branże — Usługi finansowe

Zaufanie klienta, operacjonalizowane.

Salesforce Financial Services Cloud, regulatory-grade cybersecurity, KYC automation and onboarding cyfrowy — for banks, insurance carriers, asset managers and fintechs w LATAM.

Puls branży

01

Presja regulacyjna

CMF, SVS, SBS, SUSEP, ASF — every regulator demands szybsze, more granular reporting and stricter audit trails.

02

Fragmentacja cyklu życia klienta

Onboarding, KYC, servicing and claims live in disconnected systems. The customer feels every seam.

03

Wyrafinowanie aktorów zagrożeń

Phishing, account takeover and ransomware target financial firms first. SOC, SIEM and endpoint maturity are now baseline.

04

Open banking i obowiązki API

Chile, Brasil and Mexico open finance frameworks require API exposure with auth, consent and data governance built in.

Jak pomagamy

Financial Services Cloud

Wealth, banking, insurance

Implementation of FSC for relationship management, household 360°, life events, financial accounts and claims management.

Cybersecurity & compliance

Regulator-grade controls

Inithex SOC, SIEM, EDR, identity governance and continuous compliance for ISO 27001, SOC 2 and local regulators.

Onboarding cyfrowy

KYC + e-signature in minutes

Init.Sign + identity verification + AML screening + Salesforce orchestration. Customer onboarded and funded in under 10 minutes.

Co widzą klienci

10 min
Onboarding cyfrowy (było dni)
< 15 min
Critical MTTR incydentu
0
Material znaleziska compliance
+22%
Konwersja cross-sell
Wyróżnione

Regional bank cuts digital account opening from 4 days to 10 minutes.

Financial Services Cloud + Init.Sign + RUT-based KYC + AML screening orchestrated through MuleSoft. Inithex SOC took remote channels under 24/7 monitoring, blocking a credential-stuffing campaign in week one.

Z overhead compliance do przewagi konkurencyjnej.

30 minut z doświadczonym konsultantem who has shipped FSC programs at LATAM banks and insurers.

Porozmawiaj ze specjalistą usług finansowych →