Ease of Integration

SEDONA CRM makes it surprisingly easy to pull in the account, customer, and member data from your institution’s core processor or service bureau. Also, you can bring in data from third party applications for such products as credit cards, investments, or trusts. SEDONA CRM turns all this data into information on households, individuals, and businesses which you can promptly act upon.

SEDONA CRM integrates easily with your core processing system and the other applications you use to provide service to your customers and members. It does this through extracts, which take up information you provide from your applications. Integration is easier with SEDONA CRM because:

• SEDONA CRM has established data extracts and mapping with popular been developed for commonly used banking and credit union core processing systems from Fiserv, Jack Henry & Associates, Sharetec, and COCC.
• SEDONA CRM can use a SQL Server, Oracle, or PostgreSQL database.
• data can be received in several forms, including delimited files, fixed position files, database dumps, and can even be pulled directly from a database.
• SEDONA CRM has developed a powerful and flexible mapping tool which makes it much easier to validate data and create totals and calculations.
• SEDONA Corporation’s professional services staff have many years of expertise with banking data and SEDONA CRM’s integration tools and capabilities.
• SEDONA CRM can provide your institution’s administrative users with direct visibility into the results of the data integration process, including problems with dates, numerical values, names, and matching.
• SEDONA CRM provides your institution’s administrative users with the ability to configure your how data rolls up within your organization structure as well as how account information is consolidated for individuals and households.

Information developed in SEDONA CRM, such as next best product suggestions, can be easily exported so that you can integrate it into any core processing system or third party application capable of importing and using it.

A New Trend: Daily Updates

A recent trend with financial institutions using SEDONA CRM is a move from monthly or weekly updates to daily ones. SEDONA CRM’s ease of integration makes this possible. When you perform daily updates, your bank or credit union staff is motivated and responsive because they can track the latest results of their marketing, referral, and calling efforts.

Learn about the quick and easy implementation effort with SEDONA CRM.

Look through our online demo library.

Contact SEDONA to learn how SEDONA CRM’s powerful integration capabilities make it easier for you to begin taking advantage of valuable information built from your core processing system.