Unlock the full potential of your financial institution with the Jack Henry Symitar to Creatio Integration Connector. This robust add-on is designed to extend the basic functionality of Creatio by seamlessly integrating your Symitar core system with Creatio, empowering you to achieve operational excellence and enhance customer satisfaction.
Our Jack Henry Symitar to Creatio Integration Connector enriches the capabilities of Creatio in the following ways:
Real-time Data Synchronization: Effortlessly synchronize critical financial data from Symitar to Creatio, ensuring that both systems have access to the most up-to-date information, reducing manual data entry and associated errors.
360-Degree Customer Insights: Gain a comprehensive view of your customers by harnessing Symitar data directly within Creatio. This consolidated perspective allows you to offer personalized financial services and strengthen customer relationships.
Automated Workflows: Design and automate workflows that span both Symitar and Creatio, streamlining key processes such as customer onboarding, account management, and more. Say goodbye to redundant tasks and inefficiencies.
Enhanced Decision-Making: Leverage integrated reporting and analytics tools to extract valuable insights from your financial data. Make informed decisions and stay ahead of market trends.
Benefits of the Application:
The Symitar Connector brings a multitude of benefits to your financial institution:
Efficiency: Reduce manual efforts and increase operational efficiency by automating data transfer and workflows.
Cost Savings: Minimize errors and save time and resources, enabling your team to focus on strategic tasks.
Customer-Centric: Elevate customer satisfaction by accessing real-time customer information and responding promptly to their financial needs.
Data Integrity: Ensure data accuracy and consistency across both systems, mitigating the risk of errors.
Competitive Advantage: Stay competitive in the financial industry by leveraging cutting-edge technology to serve your customers better.
On-Demand Data Import for Member Service Representatives (MSRs)
Description: Import Symitar account data on-demand into Creatio, providing MSRs with real-time member account information for enhanced member service.
Scheduled Data Import for Reporting and Analytics
Description: Automate regular data imports from Symitar to Creatio, empowering financial analysts with up-to-date information for reporting and in-depth analysis.
Batch Data Import for Batch Processing
Description: Perform batch data imports effortlessly for streamlined operations, enabling the operations team to update customer records efficiently.
- Real-Time Data Synchronization
- Scheduled Data Imports
- Customizable Workflows
- Campaign Integration and Tracking
- Data Validation and Transformation
- Security and Compliance
SymXchange API is required to perform the tasks.
Terms & Conditions
Support is provided by the developer within the “Basic” and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
The connector requires to have enabled the API SymXChange version 2022.01 or above.
After installed, some additional settings are required like lookup setups and first account numbers list import using excel.
The compatible product for Creatio is Bank sales & Bank customer journey & Lending & Marketing.
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.