Bringing Horizon Relationships into HubSpot
At BankWise, we’ve always believed your core system should remain your system of record. For most of our partner banks, that’s FIS Horizon®. It’s where customer and account information lives, and it’s where the important relationships between customers and accounts are maintained. But what happens when you want to use that data for marketing and customer engagement? Until now, banks had to juggle duplicate records, manual imports, or disconnected systems in order to make Horizon data available in a CRM like HubSpot. We set out to change that.
5 Keys to Successful Bank Core Integration Projects
In this digital age, financial institutions are increasingly reliant on diverse applications that need to seamlessly work together. Whether it’s extracting data from the core to propel your new marketing campaign or processing new loan data back into the core, or generating actionable reports based on the reliable data delivered from several systems – these, and almost any other new system deployment requires some degree of integration between various systems.