Banco Nacional is a state bank with an autonomous administration. Besides having over 100 years’ experience, it has become very important in Central America. It generates more than 5,000 direct jobs and has over 170 offices across Costa Rica. It aims to offer customers financial services that promote the sustainable creation of wealth. Being a state bank, Banco Nacional faced challenges starting its digital transformation process. First, because it intended to integrate all the areas in one tool; second, because it needed to have business traceability (from the customer’s need to the formalized product); and third, because the implementation of a cloud raised concerns from legal, risk and operation perspectives due to the change in culture that it implied.

However, by using Oracle CX Cloud, all these challenges were overcome and the Banco Nacional of Costa Rica has found a solution that made the digital transformation accesible not only internally, but also to its customers. The Oracle CX Sales Solution was chosen precisely because, in addition to meeting the characteristics that the bank was looking for, it offered a proof of concept quickly and agilely.

Using Oracle CX Sales has also led to benefits such as the creation of leads and potential opportunities that the executive receives directly. Indeed, with using Engagement Cloud now the bank can generate advertising emails that can be replied directly to one of our representatives.

Finally, a key point is the time savings that has been. Before, in order to know what happened to a line of credit, a case follow-up was required. Thanks to Oracle CX Sales, now the manager can immediately enter the platform and understand what has happened from the beginning without any further step.