Notes from our CEO: March 2025
05/04/25 · By Joseph Williams
A lack of integration between technology means client data is manually keyed multiple times. This not only causes major inefficiencies, but is a perpetual threat to data integrity. Our mission is to help eliminate manual data entry, and to keep you up to date with our progress, here are 5 key projects to report from March.
#1: Our integration with Fundment is now live and available to use. This represents our first integration with an investment platform and is specifically designed to provide you with super easy access to the data you have stored within your Fundment account.
#2: Our integration with FinCalc is also live and available to use. This integration introduces FinCalc to a variety of new connections which previously didn't exist, notably with investment platforms for the purpose of onboarding new clients.
#3: A brand-new Quick Action into 7IM has also been released. This eliminates the need for you to manually key client names when starting a new application, and is in addition to two existing Quick Actions that were developed and released during 2024.
#4: You can now create an account with ZeroKey using Single Sign-On (SSO) with Microsoft. To summarise, this is a secure authentication method which allows you to create an account and subsequently login to ZeroKey using your Microsoft credentials.
#5: An integration with Oxford Risk is currently in its final stages of development. When complete, this integration will allow you to add Oxford Risk as a ‘source’ and therefore gain super easy access to the data you have stored within your Oxford Risk account.
If you’d like to find out more, please do not hesitate to get in touch. Plus, if you have any ideas or thoughts for improvement, please let us know. We love feedback and develop based on the suggestions made by you.
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Notes from our CEO: February 2025
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