Take a look at some of the projects and integrations that we have done for our customers. If you are interested in learning more or having UpCurve Cloud work on a custom solution for your company, please contact us.
A midsize regional bank engaged UpCurve Cloud to implement Sugar with a focus on onboarding and managing their private banking clients. UpCurve Cloud created an easy to use client profile, automated workflow steps for collection of key documents and integration to a Fiserv backend core banking platform and portfolio management system.
With this new system, the private bankers gained a system that was more adaptable than their core banking system and helps them carefully control the relationship process.