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.
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.
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.