October 24, 2019

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Connecting people by connecting systems

The right digital optimization plan can save time and money, reduce staff training, save on vendor due diligence and enhance the customer experience.

Bryan Boynar

Expertise in the financial services and insurance fields

More often than not, while attending JAC, the Jack Henry Annual Conference, I found myself in one of two conversations.

The first was customer focused. How, through digital transformation and optimization, could financial services organizations make digital banking as personal as visiting the branch?

The other, connectivity. What is the best way to integrate core and vendor systems and what are the benefits?


Inevitably, these two conversations would converge. Rightfully so, as more and more financial institutions are discovering that the right digital optimization plan can save time and money, reduce staff training, save on vendor due diligence and enhance the customer experience.

As consumer technology continues to evolve and customer experience becomes everyone’s key differentiator, customers expect to conduct banking business both in person, via digital channels and, most often, a combination of the two. Most financial institutions support both brick-and-mortar and digital banking options. Not all support great ones.

That’s the real digital transformation challenge on the horizon. How do you create an omni-channel digital experience that your customers love? Integrating systems.

Finding your 360-degree customer view

One of the best ways to build a digitally optimized customer experience is to give your frontline employees the ability to quickly and easily access information, answer questions and offer expert advice. You can do that through thoughtful, seamless integrations between your core systems and partner applications

This ability to tie solutions together makes it very easy to build a 360-degree view of information, processes – almost anything. With configurable integration capabilities, financial services organizations can tie the solutions into data within the main lines of business where they are the system of record.

Bonus: A robust content services platform can reduce your stack and eliminate the need for employees to switch between systems – another way to speed information access. When integrating a content services platform, your bank can easily:

  • Tie systems together to share information

  • Speed internal processes with automatic workflow management timers and notifications

  • Securely retain information if you change cores

Increasing efficiency

When integrating core systems with a content services platform, business processes like accounts payable, human resources and contract management run more efficiently, allowing users to retrieve the information they need, when they need it, while remaining in familiar applications. Quickly finding documents and information, like signature cards, with a few mouse-clicks gives your organization a competitive advantage by empowering employees to respond quickly and knowledgeably to customer requests.

The right solution should also seamlessly integrate with technology investments across the bank – including your loan origination systems, accounting software and human resource applications – to give users a single place to instantly find what they need.

In the end, it’s all about the connection. Not only between your systems, but also between your staff and customers – especially as your customers bank both in person and digitally.