Integrations/
Core banking

Corelation Keystone

Agents read live Keystone account data to verify the member, then post notes, activity and payments back the moment the call ends.

Category
Core banking
Data direction
Bidirectional
Connection
API
Status
Live

What the integration does

  • Get real-time member data
  • Secure account read for member verification
  • Write call activity back to the account record
  • Log call notes against the member
  • Post payments taken during the call

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Security

End-to-end encryption in transit. Your institution retains ownership and control of all member data. SOC 2 Type 2, TCPA and HIPAA compliant.

Compliance and security