
Overview
Product overview
Unlock the full potential of your financial institution with the Symitar® connector for Creatio. 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 Symitar® connector enriches the capabilities of Creatio in the following ways:
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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.
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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.
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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.
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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 Add-On:
The Symitar Connector brings a multitude of benefits to your financial institution:
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Efficiency: Reduce manual efforts and increase operational efficiency by automating data transfer and workflows.
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Cost Savings: Minimize errors and save time and resources, enabling your team to focus on strategic tasks.
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Customer-Centric: Elevate customer satisfaction by accessing real-time customer information and responding promptly to their financial needs.
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Data Integrity: Ensure data accuracy and consistency across both systems, mitigating the risk of errors.
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Competitive Advantage: Stay competitive in the financial industry by leveraging cutting-edge technology to serve your customers better.
Use cases:
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.
Key features:
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Real-Time Data Synchronization
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Scheduled Data Imports
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Customizable Workflows
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Campaign Integration and Tracking
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Data Validation and Transformation
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Security and Compliance
Pricing
Terms and Conditions
Pricing FAQ
Support
Installation
Resources
Data sharing
- 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.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.