System Integration & Automation
We are engaged by firms who need to have immediate access to the wide range of data held in relation to a client and for this information to be in a single space rather than have their teams hunting through multiple systems.
Technical Challenge APIs differ widely in their scope, quality and ease of use. It is rarely immediately obvious which data elements can and can’t be integrated.
Just as software platforms are constantly evolving, so are the APIs. They change and not always at the same time or in step with their parent applications. This change needs to be recognised and managed
Today’s API functionality makes this proliferation inevitable. There is typically no single register where this information is collated and more importantly, kept up-to-date.
New Business Intake
Integration
Reducing Data Silos
Reducing Inefficiency Cost & Risk
You May Be Experiencing...
- Unified systems working smarter gives your team agility and client insight
- Single data entry point and integrated flow enhances client service ability
- Simplifies and speeds up entering client and prospect data
- Simple, effective user experience of integrated systems encourages system take-up by your team
Wouldn't It Be Great If?
- Unified systems working smarter gives your team agility and client insight
- Single data entry point and integrated flow enhances client service ability
- Simplifies and speeds up entering client and prospect data
- Simple, effective user experience of integrated systems encourages system take-up by your team
Symphony solutions to solve this
SymphonyCRM
SymConnect
Practice Portal
Get in touch today
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…