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sync
syncSync
Banca y finanzas


Rootnet can help handle the integration


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System integration

Data synchronization can enable efficient integration of various systems used in the banking and finance industry. This may include the integration of customer management systems (CRM), online banking platforms, accounting systems, and others. The ability to synchronize data between these systems facilitates a more complete and up-to-date view of customer and financial information.

Improved Operational Efficiency

Automatic data synchronization can improve operational efficiency by reducing the need for manual data entry and minimizing errors. By maintaining consistency and accuracy of information across different systems, internal processes such as loan approval, account management, and other key processes in the financial industry can be streamlined.

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Improving Customer Experience

Data synchronization can contribute to a more seamless and personalized customer experience. By having quick and accurate access to client information, financial professionals can offer a more agile service tailored to clients' individual needs. This is crucial in the banking and finance industry, where customer satisfaction is essential.

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Your company is ready for the next level

Automating your flows has never been so fast and easy


We have solutions for different needs
crmCRM

Sales team outside their office selling to end customers

Using a mobile application, businesses will be able to create opportunities and see the commercial penetration effort in the market.

service-deskService Desk

Automation of tickets for your banking clients

Customer service is centralized, even with multiple channels such as mobile banking, online banking, self-management and branches.

intranetIntranet

Manage your collaborators' profiles in one place

Standardizing profiles and roles in various bank branches improves Human Resources management, optimizes operations and increases productivity by clearly defining positions and allowing fluid changes.

syncSync

Adopt a single sign-on for solutions towards your clients and/or internal platforms

Single sign-on can be applied to all banking solutions, adapting the solution to evolve according to needs