IFS Launches CRM Integration with Process Automation Solutions

IFS Launches CRM Integration with Process Automation Solutions

Posted by Tracie Hummel on Sep 1, 2016 2:05:09 PM
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process automation integrated with CRMIFS recently announced new integration capabilities between its process automation solutions for onboarding, account maintenance, asset movement and other processes, and client's CRM tools. With the CRM integration, financial services firms can make the most of existing data stored in your firm's CRM and open accounts and complete other requests quicker and easier. 

Because the integration was built on the flexibility of the IFS Automation Platform, firms can integrate their IFS solution with any CRM with an open API, including Redtail, Salesforce, Dynamics, Orion Oranj and more. Here is what one IFS client had to say about their IFS-CRM integration: 

"In many respects, the viability and effectiveness of our CRM hinges on the ability to fully integrate with our IFS solution. IFS integration capabilities such as SSO, open data architecture, deep linking, two-way data updating and the customizable user interface, allow us to present the IFS solution as a component within our CRM."

Read the full announcement by clicking the button below.

Read the Announcement

Topics: Business Process Automation, Onboarding, IFS News, Asset Movement

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