Sync data into Salesforce with Customer360, exclusively from Sandbox Banking.
With Customer360, developed by Sandbox Banking engineers, achieve operational excellence by syncing live data with Salesforce.
• Customers use a variety of banking cores/systems and integrations need to be rebuilt for each one.
• Network architectures are convoluted.
• Integration payload specifications undergo changes.
• There are slow feedback cycles when it comes to working with the business units and different employees within a project.
• Managing updates to systems.
• Internal builds require ongoing maintenance and documentation at the cost of developer hours.
• Customers almost always want custom extensions and integrations to fit their business logic.
• Having a Standard API template that can be reused across Banking Systems
• Handle complexities involved in dealing with a bank or credit union’s underlying network infrastructure
• Handle complex financial services integrations that involve custom logic, multiple services, or orchestration
• Dealing with changing integration specifications during implementation
• Demoing fintech integration benefits to a growing list of banks and credit unions
The Case for Customer360
Ensuring accurate data transfer to the core and LOS/DAO systems while maintaining flexibility for updates can be a daunting task. That’s why we’ve developed Customer360 – a groundbreaking solution tailored to your needs.
Customer360 is not just another tool – it’s a custom-built Salesforce application crafted by Sandbox Banking engineers with your specific requirements in mind. Our innovative tool integrates seamlessly with your core platform and LOS/DAO systems to Salesforce, ensuring that updates are applied accurately and efficiently.
With Customer360 Retrieve, all the latest data on a customer or member is consolidated in real-time from various systems, including the core banking platform, wealth management platforms, insurance platforms, and more. This information is then seamlessly displayed within your LOS, DAO system, CRM, or call center app. Now, your staff members have instant access to the latest customer information, empowering them to perform their tasks efficiently and effectively.
Customer360 Update ensures that any changes or edits made to customer or member data within your LOS, DAO system, CRM, or call center app are promptly reflected in the core banking system. This real-time updating process eliminates the need for staff members to manually update information in multiple systems or worry about their changes being overwritten during overnight data pulls. Now, your team can interact with customers or members confidently, knowing that their updates are accurately recorded across all relevant platforms.
Three uses cases that strengthens business
Sync LOS and DAO data
Integrating lending data with Salesforce is key to efficiency for banks and credit unions. With Customer360, live data from Loan Origination Systems (LOS) Deposit Account Opening (DAO) systems and others can be synced with Salesforce for operational excellence.
Sync live data on demand
Integrating a core banking system with Salesforce is a vital step in improving the technological capabilities of any bank or credit union. Using Customer360, live data from the core can be synced with Salesforce on demand.
Sync bulk data in real-time
Bulk data load integration empowers your team to utilize the tools and full power of Salesforce with critical, real-time data pulls from the core.
How Customer360 benefits your business
Visibility: Give your team a 360 degree view of relevant data when working with customers.
Quick response: Give staff the ability to take faster action with downstream Salesforce workflows that are triggered at field changes (opportunity creation, alerts).
LOS and DAO data alignment: Pull loan and deposit applications from the core to create and update objects and fields in Salesforce.
Core data alignment: Pull customer, account, transaction and other records from the core to create and update objects and fields in Salesforce.
Triggered notifications: New loan and deposit applications can be triggered from Salesforce, reducing manual data entry for sales and customer management teams.
Real-time updates: Send updates from customer or account records in Salesforce to the core banking system in real-time, reducing the need for manual entry and preventing out-of-sync data.
