Integrate external application (use case)

April 25, 2025 — 1 min read

Integrate external application (use case)

Integrate external application (use case)

Related topics

CRM for Banks
Use Case Demos

Written by

Björn Hólmþórsson

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Curious how our technology works in real life? Watch this short demo to see how an external application can seamlessly integrate with CRM for Banks using the Akkuro Orchestrator.

Summary

This demo shows how CRM for Banks integrates with external applications to automate onboarding, trigger workflows, and keep teams aligned.

Learn how CRM for Banks and the Akkuro Orchestrator streamline onboarding, automate workflows, and keep teams aligned for faster, smarter growth.

In this walkthrough, you'll learn how we automate the onboarding of a new client - from submitting data via an external form to creating sales opportunities and follow-up tasks within the CRM-system. You'll also get a glimpse of how the orchestrator processes data, initiates workflows, and keeps your teams in sync.

This is just one of the many ways our flexible orchestrator can streamline and automate customer journeys in the banking world. Whether you're handling onboarding, compliance, or follow-ups, CRM for Banks helps you stay efficient, compliant, and ready for growth.