Perth-based P&N Bank is using Boomi integration platform-as-a-service (iPaaS) to enable the exchange of customer data across the organization.

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.

“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.

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, according to a statement by the companies.

Boomi has also transformed P&N Bank’s Broker Network which is used by around 1,000 partners. It has enabled the bank to modernize 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.

Boomi 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, says the company.

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.

[Image courtesy: Dell Boomi]