Popular Finserv Integrations to Supercharge Operations

Finservs need instantly accessible data. That is facilitated not only through adopting technologies but also linking those technologies together for intuitive analytics and automation.

StarfishETL integrates applications for banks, insurance agencies, investment management companies, wealth management firms, lenders, and others in the industry. To supercharge operations, Finservs are connecting applications across the spectrum. Here are the most popular Finserv integrations we're seeing right now.

Payment Gateway Integration

Popular payment gateway providers include PayPal, Stripe, and Google Pay. Integrating a payment gateway enables the secure processing of online payments and credit card transactions, as well as seamless transactions between customers and financial systems. Finservs often integrate payment gateways with fraud detection and prevention systems, virtual terminals, ERPs, and CRMs.

Customer Relationship Management (CRM) Integration

One of the most popular Finserv connections we see is between CRM platforms and core banking solutions. The main goal of combining these data sets is to reveal targeted upsell and cross-sell opportunities and automate the corresponding sales and marketing activities. Monitoring and tracking leads is much more efficient and accurate with this Finserv integration. The resulting customer behavior insights and pipeline visibility are extremely useful across sales, services, and marketing alike.

Electronic Document Management Integration

Digitized document management is a cornerstone of operational efficiency for every business. Finservs integrate electronic document management systems like DocuSign or Adobe Sign to secure electronic signatures, document storage, and retrieval. Version control and document tracking are an added benefit, supporting audit trails for compliance.

Reporting and Analytics Integration

All types of businesses can benefit from improved reporting and analytics, and Finserv is no different. Access to real-time data and analytics is essential for making informed business decisions. Integrating reporting and analytics tools like Tableau, Power BI, or Google Analytics can provide actionable insights, visualize data, and track key performance indicators (KPIs).

Mobile Banking Integration

Integrating with mobile banking platforms or developing a mobile banking app can enhance customer experience and enable secure access to financial services on smartphones and tablets. Finservs that adopt no code technologies often use these platforms to develop their mobile apps and then tie the processes and related data back into systems like CRM via integration.

These are some of the most popular Finserv integrations we see, but there are still many more ways to unite data and strengthen digital channels. Specific requirements and the existing technology infrastructure inform how each institution chooses to approach integration. It's important to assess your needs and consult with integration experts to determine the best options.