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Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions

Sandbox Banking 和 Creatio 宣布建立战略合作伙伴关系,以增强金融机构的 CRM 能力
PR Newswire ·  05/06 15:04

CAMBRIDGE, Mass., May 6, 2024 /PRNewswire/ -- Today, Sandbox Banking, the innovator behind Glyue, a low-code iPaaS (integration platform as a service) for banking, has joined forces with Creatio. This partnership marks a significant milestone in Sandbox Banking's journey as it aligns with Creatio, a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom, and a Visionary in the 2023 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms. Together, Sandbox Banking and Creatio are poised to revolutionize the banking industry by connecting banking software and systems, data and people with Creatio's workflow automation and CRM solutions that empower financial institutions to thrive in today's rapidly evolving digital landscape.

马萨诸塞州剑桥,2024 年 5 月 6 日 /PRNewswire/ — 今天, 沙盒银行,银行业低代码 iPaaS(集成平台即服务)Glue 背后的创新者已与 Creatio。该合作伙伴关系标志着沙盒银行发展历程中的一个重要里程碑,因为它与Creatio结盟。Creatio是无代码平台的全球供应商,可最大限度地实现工作流程和CRM自动化,也是2023年Gartner企业低代码应用程序平台魔力象限的远见者。Sandbox Banking和Creatio有望共同通过将银行软件和系统、数据和人员与Creatio的工作流程自动化和CRM解决方案连接起来,彻底改变银行业的发展,这些解决方案使金融机构能够在当今快速变化的数字环境中蓬勃发展。

Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions
Sandbox Banking 和 Creatio 宣布建立战略合作伙伴关系,以增强金融机构的 CRM 能力
Sandbox Banking and Creatio Announce Strategic Partnership to Enhance CRM Capabilities for Financial Institutions
Sandbox Banking 和 Creatio 宣布建立战略合作伙伴关系,以增强金融机构的 CRM 能力

This partnership brings together Sandbox Banking's cutting-edge iPaaS solution for banks and credit unions with Creation's powerful no-code platform for CRM, enabling financial institutions to streamline operations, enhance customer and member experiences, and accelerate digital transformation efforts.

该合作伙伴关系将Sandbox Banking为银行和信用合作社提供的尖端iPaaS解决方案与Creation强大的无代码CRM平台相结合,使金融机构能够简化运营,增强客户和会员体验,并加快数字化转型工作。

"Our partnership with Creatio is an exciting opportunity to enhance CRM capabilities for financial institutions," said Kelsey Saia, VP of Partnerships at Sandbox Banking. "By merging Sandbox Banking's proficiency in fintech integrations with Creatio's leading CRM platform, we aim to empower banks and credit unions to better understand and serve their account holders, fostering growth and innovation in the financial services sector." This alliance seeks to expedite digital transformation within the banking industry by leveraging Creatio's expertise and innovative solutions alongside Sandbox Banking's groundbreaking Glyue low-code iPaaS banking automation solution.

沙盒银行合作伙伴关系副总裁凯尔西·赛亚表示:“我们与Creatio的合作是增强金融机构CRM能力的激动人心的机会。”“通过将Sandbox Banking在金融科技整合方面的熟练程度与Creatio领先的CRM平台合并,我们的目标是使银行和信用合作社能够更好地了解和服务其账户持有人,促进金融服务领域的增长和创新。”该联盟旨在利用Creatio的专业知识和创新解决方案以及Sandbox Banking开创性的Glue低代码iPaaS银行自动化解决方案,加快银行业的数字化转型。

Creatio's no-code platform enables organizations to automate workflows and CRM with a maximum degree of freedom.. With over 700 partners globally, a local presence in 25 countries, and a track record of successful implementations, Creatio has a strong presence in the finserv industry supporting financial institutions in their digital transformation journey.

Creatio 的无代码平台使组织能够以最大程度的自由度自动化工作流程和 CRM。Creatio 在全球拥有 700 多个合作伙伴,在 25 个国家设有本地办事处,并有成功实施的记录,在金融服务行业拥有强大的影响力,为金融机构的数字化转型之旅提供支持。

"Thousands of leading organizations in the financial services sector worldwide are leveraging Creatio's no-code platform to drive innovation and enhance their customer experiences. We are thrilled to collaborate with Sandbox Banking to enable more companies in North America to tap into innovative finserv-specific solutions powered by no-code," said Alex Donchuk, Senior Vice President, Global Channels at Creatio.

“全球金融服务领域成千上万的领先组织正在利用Creatio的无代码平台来推动创新并增强其客户体验。Creatio全球渠道高级副总裁亚历克斯·唐丘克说,我们很高兴能与沙盒银行合作,让更多的北美公司能够利用基于无代码的创新型finserv专用解决方案。

Initially, the partnership will prioritize integrating core banking systems with which Sandbox Banking has existing integrations, alongside Creatio's CRM platform, allowing financial institutions to retrieve up-to-date customer or member information seamlessly. This integration supports various use cases, including call center operations, sales activities, and customer or member onboarding.

最初,该合作伙伴关系将优先整合Sandbox Banking已与之集成的核心银行系统以及Creatio的CRM平台,使金融机构能够无缝检索最新的客户或会员信息。这种集成支持各种用例,包括呼叫中心运营、销售活动以及客户或会员入职。

Key features of the integration include:

集成的关键功能包括:

  • Bulk data import via REST API
  • Daily data synchronization to keep Creatio updated with new/changed customer or member data
  • Universal connectors between Creation and Sandbox Banking's Glyue iPaaS
  • Enhanced account holder data management through connectors to Fiserv DNA and other core banking systems
  • 通过 REST API 批量导入数据
  • 每日数据同步,让 Creatio 及时更新新的/更改的客户或成员数据
  • Creation 和 Sandbox Banking 的 Glue iPaaS 之间的通用连接器
  • 通过连接到 Fiserv DNA 和其他核心银行系统的连接器加强账户持有人数据管理

The joint effort will kick off with the release of an MVP integration product, with plans for additional functionality and connectors to be added in the future. Sandbox Banking's Glyue platform will be available on the Creatio Marketplace, providing financial institutions with easy access to essential tools.

这项共同努力将以 MVP 集成产品的发布拉开序幕,并计划在未来添加更多功能和连接器。Sandbox Banking 的 Glue 平台将在 Creatio 市场,为金融机构提供便捷的获取基本工具的机会。

About Sandbox Banking
Sandbox Banking is a digital transformation partner that helps unlock revenue via Glyue, our groundbreaking Integration Platform as a Service (iPaaS). Glyue is used by North American banks and credit unions ranging from $500M to $200B+ in size, and provides connectors from the 14+ of the most popular core banking platforms to more than 50 lending, deposit, KYC/AML, data, cards, underwriting, mobile banking, and analytics solutions from the world's best providers. Sandbox Banking's investors include Horizon Ventures, Tuesday Capital, Forum Ventures, SixThirty & YCombinator. To learn more, visit .

关于沙盒银行
沙盒银行是数字化转型合作伙伴,通过我们开创性的集成平台即服务 (iPaaS) Glue 帮助释放收入。Glue被北美银行和信用合作社使用,规模从5亿美元到2000亿美元不等,并提供从14多个最受欢迎的核心银行平台到来自全球最佳提供商的50多个贷款、存款、KYC/AML、数据、卡、承保、移动银行和分析解决方案的连接器。沙盒银行的投资者包括地平线风险投资公司、星期二资本、Forum Ventures、SixThirty和yCombinator。要了解更多信息,请访问 。

About Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio's DNA.

关于 Creatio
Creatio 是一家无代码平台的全球供应商,该平台可最大限度地实现工作流程和 CRM 的自动化。成千上万的客户每天在我们的平台上在 100 个国家/地区启动数百万个工作流程。对客户和合作伙伴的真诚关怀是 Creatio DNA 的决定性组成部分。

For more information, please visit .

欲了解更多信息,请访问 。

For media inquiries, please contact:

媒体垂询,请联系:

Michele Yurcich
Director of Marketing
[email protected]

米歇尔·尤尔西奇
营销总监
[电子邮件保护]

SOURCE Sandbox Banking

来源沙盒银行

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