Bank.io OXP
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bank.io OXP Platform Ecosystem

Understand the big picture

bank.io OXP Platform Ecosystem


Your credit union handles large amounts of member data from many sources every day. The bank.io OXP™ Platform Ecosystem demonstrates the intersections between this data and highlights how bank.io OXP fuels growth for you by staying on top of everything.

 

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Key Features

Core integration
Core integration
Up-to-date information is available in real-time, with changes made to your member profiles pushed directly to your core banking system.
Opportunity management
Opportunity management
With data from the Data Warehouse and bank.io OXP Opportunity Engine flowing, the Data Junction shows a full view of opportunities - from start to finish.
Customer management
Customer management
Access and update complete member profiles, including account information, to simplify conversations and identify the most relevant opportunities for individuals and organizations.
Third Party Integrations
Third Party Integrations
Integrations with DocuSign®, Canada Post, Flinks®, Equifax, Jumio® and others allow all relevant data to be synthesized from within bank.io OXP.
Activity tracking
Activity tracking
Record and view member touchpoints, and ensure conversations are picked up where they left off across channels or team members.
Audit tracking
Audit tracking
Traceability for member profile updates including user, date and time stamps to support compliance and risk management best practices.
Account snapshot & detail view
Account snapshot & detail view
Snapshot and detailed views of accounts associated with members provide the ability to respond quickly to member requests without changing systems.

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