Stay Connected and Organized Via Our Microsoft Office Connector
The key capabilities of our Microsoft Office Connector for commercial banking include:
- Enabling real-time, server-side synchronization of schedule items, tasks, and contacts, our smart conflict detection and resolution features ensure data accuracy and completeness. This automatically allows business bankers to access the task view and schedule events in our CRM product as well as in Microsoft Outlook and view detailed contact information from both systems.
- Allowing business bankers to easily store sent or received emails in the client’s Interaction Journal. In fact, once they initiate the process, it stores a copy of the email for everyone on the distribution list.
On top of these benefits, our Microsoft Office connector doesn’t have the high maintenance costs of ETL routines.
And that’s not all!