Simple Connection toYour Banking Systems
We handle the technical complexities. You keep using your existing systems. Our platform adapts to your way of working - not the other way around.
How It Works
Our platform makes it easy to automate implementation steps in client onboarding
1. Connect Systems
Use our management console to enter your systems' details and connection preferences. Our team is available to help you with the connection setup.
2. Configure Workflows
Use our visual workflow builder to design how information moves between systems. Create different paths for various customer types and products.
3. Test and Roll Out
Validate workflows with sample cases in a test environment. Then gradually roll out to production with our team's support at every step.
Integrate With All Your Systems
Compatible with the banking systems you already use
CRM
Link your customer relationship systems
AML KYC
Connect to AML KYC and related systems
Core Banking
Connect your existing core banking system
Loan Platforms
Connect to loan origination and servicing systems
Treasury Management
Connect to treasury and cash management platforms
Card Systems
Connect to card processing and management platforms
Wealth Management
Connect to investment management systems
Insurance
Link to systems managing insurance policies
Document Management
Connect to document processing and storage systems
Digital Banking
Connect to online and mobile banking platforms
Payments
Integrate with payment processors and networks
Customer Communications
Integrate with your email and messaging systems
Configure Workflows Easily
Design your workflows without writing any code, and make use of our default templates
Easy Step and Rule Setup
Create different workflows for different customer types and products. Set up conditional logic and automated routing with just a few clicks.
Visual Workflow Builder
Drag and drop interface to design your customer onboarding workflows. Create complex processes with our intuitive visual editor.
Real-time Testing
Test your workflows with sample data before going live. Preview and validate your process flows in a safe testing environment.
