Reduce your system costs, gain market advantage
Software integrations allow you to access all financial data from different applications that have a potential impact on your bank or credit union performance. Advancio has the industry expertise to
get you there!
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Why Software Integrations
Custom System
Manage your financial planning with advanced sync to invest time in optimizing processes instead of switching between systems.
Hybrid Platform
Get access to data flows between cloud and on-premise platforms as you move forward in your digital transformation strategy.
High Connectivity
Centralize integrations within a single platform using APIs with real-time sync to access more and specific data anytime, anywhere.
Gain Advantage in the Finance Industry
Automate Workflows
Ease processes and forget about notifications by setting up your processes in time and frequency.
Real-Time Data Updates
Make your workflows more efficient by manually or automatically updating them.
Manual Data Entry Reduction
Work smart by reducing time-consuming tasks and human errors with digitalization.
Constant Reporting
Keep your financial data accurate while you gain insights from client patterns to boost engagement.
Find the Software Integrations You Need
AI Chatbot
- Ease making payments and fund transfers.
- Simplify checking accounts and balances.
- Smooth contacting customer support.
- Facilitate reporting lost cards.
- Gather more insights on your customer patterns.
Data Sync
- Collect new balance and transaction data from your customers’ financial accounts.
- Take advantage of accounts that are connected to your web or mobile app.
- Manually or automatically update data.
CRMs
- Centralize information to optimize your processes.
- Gather insights on customer satisfaction.
- Automate your analytics.
- Simplify your customer segmentation.
Financial Planning Platforms
- Manage your financial planning, budgeting, forecasting, reporting, and analysis of customers.
- Provide real-time information based on your clients’ behavior patterns.
- Customize suggestions and create financial proposals for your clients.
Finance Process Automations
- Complete tedious and repetitive tasks without much human effort.
- Improve the efficiency of your financial processes like planning, analysis, and revenue management.
- Add value to core activities.
Smart Contracts
- Automate your agreements between parties.
- Implement blockchain technology.
- Automate your manual banking processes.
- Optimize compliance, claim-processing, and loan evaluation eligibility.
ERP Systems
- Centralize your financial accounting data tracking, financial reports, and expense reporting.
- Gain control over your strategic decision-making.
- Integrate critical processes in a simpler and quicker manner.
POS Systems
- Get access to real-time inventory, payment processing, pricing accuracy, and customer management tracking and monitoring.
- Collect more data from your customers to improve engagement.
API Integrations
- Customize your licensed software to better serve your business needs.
- Centralize and automate your data flows.
- Manage different applications in your ecosystem.
- Create specific processes to improve your performance.
Low-Code / No-Code Systems
- Build applications in an easy interface.
- Improve your development team performance in time and scalability.
- Make changes quickly.
- Gain adaptability and flexibility.
Check Out Our Insights in the Finance Industry
Our Tech for Financial Services
Steps to Get Your Custom Software
If you are ready to lead the digital transformation to your banking or credit union,
here is what you can expect from Advancio.
