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Banking

Core Banking System Integration

Complexity
Very High
Timeline
16-24 weeks
Outcomes
4+

Challenge

Credit union with siloed Jack Henry core banking data and Salesforce CRM requiring manual data entry and reconciliation.

Solution

Built bidirectional integration between Jack Henry Symitar and Salesforce FSC for real-time account data, transaction history, and member profiles.

Key Outcomes

  • Real-time core banking data in CRM
  • 100% elimination of manual data entry
  • $850K annual cost savings
  • 360-degree member view

Tags

BankingCore BankingIntegrationCredit Union

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Implementation Timeline

16-24 weeks
Very High Complexity

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