Sydney, Australia – December 12, 2017 – Dell Boomi™ (Boomi) has announced that Perth-based P&N Bank is using Boomi integration platform-as-a-service (iPaaS) to enable the reliable, secure and synchronised exchange of customer data across the organisation to boost its customer-facing operations.
P&N is Western Australia’s largest member-owned bank. It delivers personal and business banking, insurance, and financial planning services to over 90,000 clients. With high volumes of private client, employee and partner information generated by and stored within its internal systems, P&N Bank went to market seeking a versatile integration solution to manage its environment while keeping that data safe.
In conjunction with customer relationship management (CRM) consultant and Boomi partner, CRM Online, P&N Bank selected the Boomi platform to connect its various business-critical and bespoke applications, such as loan origination, CRM and lead management, while maintaining the integrity and security of that data.
Importantly, Boomi provides P&N Bank with the unique capability to connect on-premise data with cloud-based environments. This aligns with the organisation’s strict security requirements while allowing it to capitalise on the benefits of flexible data synchronisation.
“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,” said Erik Fenna, CIO at P&N 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. 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 is being used to underpin P&N Bank’s Work Management System through which tasks are queued and assigned on the basis of priority. This has eliminated a series of manual processes, while also giving employees full visibility into the information required to perform their particular roles; any additions and changes made are automatically replicated across the organisation to further boost the customer experience delivered by the bank.
Boomi has also transformed P&N Bank’s Broker Network which is used by around 1,000 partners. It 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.
Furthermore, the Boomi platform has created a more reliable link between P&N Bank’s data warehouse and its Customer Relationship Management (CRM) system so that data is updated, configured and maintained inside a consistent interface. Due to the low-code design of Boomi, these transactions can be performed in-house through an easy-to-use interface rather than requiring the bank to hire additional resources.
“Customer Experience is an increasingly important competitive differentiator between financial services organisations,” said Michael Evans, Managing Director Asia-Pacific and Japan, Dell Boomi. “Using the Boomi platform, P&N Bank is able to ensure the timely and accurate exchange of data across its client applications so that employees are appropriately-resourced to manage client enquiries. In doing so, the bank has created a connected business that optimises a customer experience across its services portfolio.”
About Dell Boomi
Dell Boomi (Boomi), an independent business unit of Dell, is the leading provider of cloud integration and workflow automation software to build The Connected Business. Boomi helps more than 6,500 organisations accelerate business agility by connecting data and applications to run faster and smarter. Visit http://www.boomi.com for more information.
© 2017 Boomi Inc. Dell, Boomi, and Dell Boomi are trademarks of Dell Inc. or its subsidiaries. Other names or marks may be the trademarks of their respective owners.
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