Cases · Few clients, by choice

Results in production,
not sales slides.

Every case is a relationship measured in years — not a one-off project. This is the full gallery; new client cases land here.

30%

more efficiency with GenAI in code construction

Sicredi

Client since 2018

Challenge

Branches without Salesforce access needed to look up cases in real time, with security and data segregation, without expanding licenses.

Solution

Integration between Salesforce and the Applications Portal via React + APIs, with access controlled per branch/cooperative.

FinanceCRMGen AI

+14%

in sales team performance

Banco Mercantil

Client since 2023

Challenge

Sales agents spent excessive manual effort prospecting by phone, reducing campaign efficiency.

Solution

Integration of FSC with the Five9 auto-dialer, a unified campaign interface and rescheduling directly in Salesforce.

BankingCCaaSFive9

100%

transparent transition for the end customer

BTG Pactual

Client since 2020

Challenge

Migrate the WhatsApp channel to Enhanced Bots while keeping Salesforce integration and template continuity.

Solution

A BYOC migration strategy with no losses, preserving existing flows and expanding scalability.

BankingBYOCMessaging

Results in production,not sales slides.