Case Study: First United Bank & Trust

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First United Bank & Trust rolls out new CRM Platform using Sandbox Banking’s GlyueChallenge
 
First United Bank and Trust, a forward-thinking financial institution, faced a complex challenge in streamlining their banking operations. They needed to integrate the Creatio CRM platform with their existing FIS IBS core banking system to enhance customer relationship management, automate processes, and deliver a seamless banking experience. However, this integration posed a significant technical hurdle due to the disparate systems and the need for robust API connectivity.
 
Solution Delivery
 
Sandbox Banking, a leading provider of innovative banking technology solutions, provided a timely and cost effective solution with their revolutionary Glyue low-code integration builder for banking. The Glyue platform is designed to simplify complex integrations and streamline processes within the banking industry. First United Bank and Trust opted for Glyue to integrate their Creatio platform with FIS IBS using their core’s CodeConnect APIs.
 
Implementation
 
Sandbox Banking’s team of experts began the integration project with a thorough analysis of First United Bank and Trust’s existing systems and processes. They identified the key pain points and requirements necessary to create a smooth integration.
 
  • System Analysis: The team conducted a comprehensive review of Creatio and FIS IBS to understand their APIs, data structures, and compatibility.
  • Scope of Work: Leveraging the power of the Glyue platform, the team configured APIs that reused previous Glyue integrations that First United had built and added on a reusable API solution template that connected Creatio and FIS IBS. These API connections were designed to automate data exchange, ensuring real-time synchronization of customer, account, transaction details.
  • Testing and Quality Assurance: Rigorous testing was performed to validate the integration’s functionality, security, and performance. This included end-to-end testing to ensure that customer data remained secure and consistent.
  • Training: Sandbox Banking provided comprehensive training to First United Bank and Trust’s staff to ensure they incorporated best practices into their customer experience design.

Case Study: Better Digital Lending with Glyue

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Better Digital Lending with Glyue

BankNewport wanted to digitize the end to end staff and customer experience across their business lines with a focus on creating efficiencies and reducing risk. Aiming for a platform approach, the Bank decided to implement several modules of nCino (a Salesforce-based system) with a requirement for connectivity to several other third-party applications used by the Bank; most importantly its core platform, COCC Insight.

nCino was tasked with reducing duplicate data entry and simplifying handoffs between bank colleagues and systems. Voted one of Rhode Island’s Best Places to Work, BankNewport wanted to eliminate manual effort, create efficiencies and focus on serving customers through digital transformation.

The Ask
 
1. Auto-book loan and customer records from nCino to the Bank’s core system. Sync data between nCino & other third-party apps as needed.

2. Be maintained and extended by BankNewport’s IT department.

BankNewport initially focused on their marine lending business line rollout of nCino as the first internal use-case before expanding Sandbox to connect other workflows. The delivery teams found a few workflows mid-project that needed to be digitized as part of MVP. Sandbox Banking’s Glyue platform was flexible enough to allow the Bank to add in these workflows without impacting delivery.

Solution Delivery
 
Sandbox Banking worked with BankNewport over the course of 8 months in a phased approach that allowed Glyue to be configured for the Bank’s specific marine loan workflow as the teams finished their work in the upstream systems. The Sandbox Banking team held weekly calls with BankNewport’s nCino administrator and their loan operations team to discuss project status and provide support throughout the implementation. Sandbox Banking’s experience meant that workflows could be parallelized more effectively.

Key Impact
 
The integrations allow BankNewport to reduce the burden on its loan operations team while also reducing manual data entry errors. Sandbox Banking’s audit log functionality allowed BankNewport’s Salesforce administrator to easily diagnose errors and will allow the bank’s IT teams to streamline management and external stakeholder eg: audit, counterparty reporting.