CRM Online deploys Dell Boomi platform for Perth bank

CRM Online deploys Dell Boomi platform for Perth bank

Gives P&N Bank employees full visibility into up-to-date information

Credit: Dreamstime

Customer relationship management (CRM) consultant and Dell Boomi partner, CRM Online, has deployed Boomi integration platform-as-a-service (iPaaS) for Perth-based P&N Bank.

The Boomi platform is expected to provide reliable, secure and synchronised exchange of customer data across the organisation to improve its customer-facing operations.

P&N is a member-owned bank that delivers personal and business banking, insurance, and financial planning services to more than 90,000 clients.

The bank was looking for an integration solution to manage its environment and keep safe the high volumes of private client, employee and partner information generated by and stored within its internal systems.

“We have a set of business requirements that rely on the exchange of data between several systems, and so we needed an integration solution to make the management of those apps more straightforward,” P&N Bank CIO, Erik Fenna, said.

The platform will connect the bank’s business-critical and bespoke applications, such as loan origination, CRM and lead management.

The Boomi platform is being used to underpin P&N Bank’s Work Management System through which tasks are queued and assigned on a priority basis. This has eliminated a series of manual processes, while also giving employees full visibility into up-to-date information. 

Boomi has enabled the bank to modernise its single data feed into a multi-data feed while maintaining the same formats and protocols, with a gateway protecting private information shared between the parties.

P&N Bank had several security requirements so Boomi’s capability to connect on-premises data with cloud-based environments was key for the bank.

“Boomi’s connectors, simple workflow and style sheet-driven transformation of files gives us the ability to maintain an up-to-date data environment within the confines of our strict security protocols,” Fenna said.

“By introducing the solution, we have a way of keeping data accurate and delivering it to employees managing our client accounts. Since we have confidence our client data is accurate and protected, we can focus on driving value for those clients.”

The Boomi platform has also created a reliable link between P&N Bank’s data warehouse and its CRM system so that data is updated, configured and maintained inside a consistent interface.

CRM Online was established in 2006 and has offices in Perth and Melbourne in Australia and in Makati City in the Philippines. The CRM consultant has customers in Australia, New Zealand, Singapore, Europe and the US. CRM Online also partners with SugarCRM, Salesforce, Bpm’online, TruthSphere and Act-On.

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Tags crmboomiconsultancycrm onlinedell boomiiPaaSP&N Bank

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