share_log

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

Sandbox Banking 和 Creatio 宣佈建立戰略合作伙伴關係,以增強金融機構的 CRM 能力
PR Newswire ·  05/07 03:04

CAMBRIDGE, Mass., May 6, 2024 /PRNewswire/ -- Today, Sandbox Banking, the innovator behind Glyue, a low-code iPaaS (integration platform as a service) for banking, has joined forces with Creatio. This partnership marks a significant milestone in Sandbox Banking's journey as it aligns with Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, and a Visionary in the 2023 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms. Together, Sandbox Banking and Creatio are poised to revolutionize the banking industry by connecting banking software and systems, data and people with Creatio's workflow automation and CRM solutions that empower financial institutions to thrive in today's rapidly evolving digital landscape.

馬薩諸塞州劍橋,2024 年 5 月 6 日 /PRNewswire/ — 今天, 沙盒銀行,銀行業低代碼 iPaaS(集成平台即服務)Glue 背後的創新者已與 Creatio。該合作伙伴關係標誌着沙盒銀行發展歷程中的一個重要里程碑,因爲它與Creatio結盟。Creatio是無代碼平台的全球供應商,可最大限度地實現工作流程和CRM自動化,也是2023年Gartner企業低代碼應用程序平台魔力象限的遠見者。Sandbox Banking和Creatio有望共同通過將銀行軟件和系統、數據和人員與Creatio的工作流程自動化和CRM解決方案連接起來,徹底改變銀行業的發展,這些解決方案使金融機構能夠在當今快速變化的數字環境中蓬勃發展。

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions
Sandbox Banking 和 Creatio 宣佈建立戰略合作伙伴關係,以增強金融機構的 CRM 能力
Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions
Sandbox Banking 和 Creatio 宣佈建立戰略合作伙伴關係,以增強金融機構的 CRM 能力

This partnership brings together Sandbox Banking's cutting-edge iPaaS solution for banks and credit unions with Creation's powerful no-code platform for CRM, enabling financial institutions to streamline operations, enhance customer and member experiences, and accelerate digital transformation efforts.

該合作伙伴關係將Sandbox Banking爲銀行和信用合作社提供的尖端iPaaS解決方案與Creation強大的無代碼CRM平台相結合,使金融機構能夠簡化運營,增強客戶和會員體驗,並加快數字化轉型工作。

"Our partnership with Creatio is an exciting opportunity to enhance CRM capabilities for financial institutions," said Kelsey Saia, VP of Partnerships at Sandbox Banking. "By merging Sandbox Banking's proficiency in fintech integrations with Creatio's leading CRM platform, we aim to empower banks and credit unions to better understand and serve their account holders, fostering growth and innovation in the financial services sector." This alliance seeks to expedite digital transformation within the banking industry by leveraging Creatio's expertise and innovative solutions alongside Sandbox Banking's groundbreaking Glyue low-code iPaaS banking automation solution.

沙盒銀行合作伙伴關係副總裁凱爾西·賽亞表示:“我們與Creatio的合作是增強金融機構CRM能力的激動人心的機會。”“通過將Sandbox Banking在金融科技整合方面的熟練程度與Creatio領先的CRM平台合併,我們的目標是使銀行和信用合作社能夠更好地了解和服務其賬戶持有人,促進金融服務領域的增長和創新。”該聯盟旨在利用Creatio的專業知識和創新解決方案以及Sandbox Banking開創性的Glue低代碼iPaaS銀行自動化解決方案,加快銀行業的數字化轉型。

Creatio's no-code platform enables organizations to automate workflows and CRM with a maximum degree of freedom.. With over 700 partners globally, a local presence in 25 countries, and a track record of successful implementations, Creatio has a strong presence in the finserv industry supporting financial institutions in their digital transformation journey.

Creatio 的無代碼平台使組織能夠以最大程度的自由度自動化工作流程和 CRM。Creatio 在全球擁有 700 多個合作伙伴,在 25 個國家設有本地辦事處,並有成功實施的記錄,在金融服務行業擁有強大的影響力,爲金融機構的數字化轉型之旅提供支持。

"Thousands of leading organizations in the financial services sector worldwide are leveraging Creatio's no-code platform to drive innovation and enhance their customer experiences. We are thrilled to collaborate with Sandbox Banking to enable more companies in North America to tap into innovative finserv-specific solutions powered by no-code," said Alex Donchuk, Senior Vice President, Global Channels at Creatio.

“全球金融服務領域成千上萬的領先組織正在利用Creatio的無代碼平台來推動創新並增強其客戶體驗。Creatio全球渠道高級副總裁亞歷克斯·唐丘克說,我們很高興能與沙盒銀行合作,讓更多的北美公司能夠利用基於無代碼的創新型finserv專用解決方案。

Initially, the partnership will prioritize integrating core banking systems with which Sandbox Banking has existing integrations, alongside Creatio's CRM platform, allowing financial institutions to retrieve up-to-date customer or member information seamlessly. This integration supports various use cases, including call center operations, sales activities, and customer or member onboarding.

最初,該合作伙伴關係將優先整合Sandbox Banking已與之集成的核心銀行系統以及Creatio的CRM平台,使金融機構能夠無縫檢索最新的客戶或會員信息。這種集成支持各種用例,包括呼叫中心運營、銷售活動以及客戶或會員入職。

Key features of the integration include:

集成的關鍵功能包括:

  • Bulk data import via REST API
  • Daily data synchronization to keep Creatio updated with new/changed customer or member data
  • Universal connectors between Creation and Sandbox Banking's Glyue iPaaS
  • Enhanced account holder data management through connectors to Fiserv DNA and other core banking systems
  • 通過 REST API 批量導入數據
  • 每日數據同步,讓 Creatio 及時更新新的/更改的客戶或成員數據
  • Creation 和 Sandbox Banking 的 Glue iPaaS 之間的通用連接器
  • 通過連接到 Fiserv DNA 和其他核心銀行系統的連接器加強賬戶持有人數據管理

The joint effort will kick off with the release of an MVP integration product, with plans for additional functionality and connectors to be added in the future. Sandbox Banking's Glyue platform will be available on the Creatio Marketplace, providing financial institutions with easy access to essential tools.

這項共同努力將以 MVP 集成產品的發佈拉開序幕,並計劃在未來添加更多功能和連接器。Sandbox Banking 的 Glue 平台將在 Creatio 市場,爲金融機構提供便捷的獲取基本工具的機會。

About Sandbox Banking
Sandbox Banking is a digital transformation partner that helps unlock revenue via Glyue, our groundbreaking Integration Platform as a Service (iPaaS). Glyue is used by North American banks and credit unions ranging from $500M to $200B+ in size, and provides connectors from the 14+ of the most popular core banking platforms to more than 50 lending, deposit, KYC/AML, data, cards, underwriting, mobile banking, and analytics solutions from the world's best providers. Sandbox Banking's investors include Horizon Ventures, Tuesday Capital, Forum Ventures, SixThirty & YCombinator. To learn more, visit .

關於沙盒銀行
沙盒銀行是數字化轉型合作伙伴,通過我們開創性的集成平台即服務 (iPaaS) Glue 幫助釋放收入。Glue被北美銀行和信用合作社使用,規模從5億美元到2000億美元不等,並提供從14多個最受歡迎的核心銀行平台到來自全球最佳提供商的50多個貸款、存款、KYC/AML、數據、卡、承保、移動銀行和分析解決方案的連接器。沙盒銀行的投資者包括地平線風險投資公司、星期二資本、Forum Ventures、SixThirty和yCombinator。要了解更多信息,請訪問 。

About Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio's DNA.

關於 Creatio
Creatio 是一家無代碼平台的全球供應商,該平台可最大限度地實現工作流程和 CRM 的自動化。成千上萬的客戶每天在我們的平台上在 100 個國家/地區啓動數百萬個工作流程。對客戶和合作夥伴的真誠關懷是 Creatio DNA 的決定性組成部分。

For more information, please visit .

欲了解更多信息,請訪問 。

For media inquiries, please contact:

媒體垂詢,請聯繫:

Michele Yurcich
Director of Marketing
[email protected]

米歇爾·尤爾西奇
營銷總監
[電子郵件保護]

SOURCE Sandbox Banking

來源沙盒銀行

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論