Wealth Management and Open Finance with MuleSoft: Accelerating Digital Transformation
Improve process efficiency
63%
seek to unsilo
processes and data
Enhance demand planning
88%
seek to integrate
forecasting tools
Initiate digital transformation
79%
seek to modernize IT and
integration of legacy systems
Enabling a connected financial ecosystem
Our key to success is creating value from siloed and disconnected systems using MuleSoft solutions, including Robotic Process Automation (RPA), Intelligent Document Processing (IDP), and SaaS applications like Salesforce Financial Cloud and Data Cloud. With over 300 out-of-the-box connectors and custom in-house developed accelerators, NJC Labs’ customized MuleSoft solutions offer a tailored approach to your organization’s data requirements.
Lead Management
APIs to manage prospect information, track interactions, and maintain a prospect database.
Credit Reporting
KYC APIs to automate identity verification and comply with regulatory requirements.
Document Management
APIs for managing client-related documents using platforms like DocuSign.
Client Data Management
APIs for retrieving and managing client data, ensuring a unified view and efficient onboarding.
CRM Integration
APIs for seamless synchronization of client data between wealth management platforms and CRM systems.
Account Information
APIs providing access to client account details and statements.
RPA Processes
Automate document management and data posting to Salesforce through APIs.
Unifying Financial Management Systems with Salesforce, Mulesoft and NJC Labs
Salesforce Financial Cloud
Establish secure client portals for transparent communication and collaboration.NJC Open Finance Accelerator
Powered by Salesforce Financial Cloud and MuleSoft, our accelerator offers pre-built APIs to optimize operations, enhance collaboration, and deliver unparalleled client experiences.
Benefits of the NJC Open Finance Accelerator
Optimize operations and deliver superior client experience through API-led connectivity and automation.
Achieve seamless integration across various systems and applications with a common API data model.
Expedite development, reduce costs, and build scalable, future-proof applications.
Standardize wealth management data presentation.
Ensure robust security and compliance standards.
Choose our Open Finance Accelerator - powered by ISTIKA
Faster, cost-affective development
The accelerator’s pre-built APIs, integration templates, and data models expedite development, reduce costs, and create a foundation for scalable, future-proof wealth management applications.Superior CX
Harness API-led connectivity and automation to optimize operations and deliver a superior client experience.Cross-system solutions
Achieve compatibility and interoperability across systems with a common API data model, enhancing data analytics and standardizing the presentation of essential wealth management data.NJC Labs, with its MuleSoft-powered solutions, empowers open finance initiatives.
Wealth management and banking firms can foster collaboration, make data-driven decisions, and redefine client-centric services for banking customers with our exceptional data transformation solutions.
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Ready to Integrate Towards a Better Future?
Contact our Experts today and discover how we can transform your enterprise operating system with AI, MuleSoft and DataCloud.