Tandia and ASAPP expand partnership to include CRM and full suite of upcoming ASAPP OXP features
With the implementation and configuration process for the ASAPP AOS & LOS solution well underway, Tandia and ASAPP are pleased to announce the next step in their partnership together. Tandia has selected the ASAPP OXP | omnichannel experience platform for its future CRM, ECM and Business Analytics needs. Further, Tandia will play a key role in the development of the feature sets as the strategic testing and deployment partner for ASAPP OXP versions 12 and 13.
This November, Tandia will launch the non-integrated version of ASAPP’s AOS & LOS functionality. Following that launch, ASAPP and Tandia will work collaboratively on both the integration of the CGI RFS 360 core banking system as well as the upcoming ASAPP 12.0 release, both scheduled for a May release.
The new ASAPP OXP releases will include key features that support Canadian credit unions in their digital transformation activities and will all be accessible via the new ASAPP OXP Team Portal™.
Some key features will include:
- CRM - new member onboarding
- CRM - existing member data updates (passed to core banking)
- CRM - opportunity management
- ECM - origination document library and document search
- ECM - workflow engine
- Business Analytics - API access, improved dashboards & comparative reporting
JR Pierman, ASAPP’s President & CEO, noted: “We are very excited to kickoff development on the next stage of ASAPP’s future and bring-to-market the omnichannel experience platform we envisioned when we started building ASAPP back in 2014.” He added: “With the pace of digital transformation being quickened with events like the COVID-19 pandemic and industry consolidation, Canadian credit unions need solutions that support their strength in member relationship management, while leveraging anytime, anywhere, any channel technology.”
Tandia Financial Credit Union, which earlier this summer selected ASAPP Financial Technology as its account and lending origination partner, will leverage ASAPP’s omnichannel capabilities across its branch network and for remote staff to achieve efficiency, effectiveness and engagement goals. “We confidently agreed to not only license ASAPP’s newest software but also to be ASAPP’s strategic testing and deployment partner for these upcoming versions,” cited Richard Davies, Tandia’s President & CEO. “However, it was a natural choice for Tandia to take this next step. We believe providing outstanding experiences for not only our members but also for our staff, encompassed in the processes and systems we deliver and deploy, is a critical part of our vision. Our relationship with ASAPP has been amazing and we are proud to share our experience and leadership as we build this exciting new technology layer together!”
The ASAPP OXP | omnichannel experience platform development will be the largest expansion of the ASAPP code base and feature sets since inception in 2014. ASAPP will make a seven-figure investment in its software over the next 12-months. “For our credit union Client-Partners, ASAPP OXP will be the ‘glue’ that connects the digital banking, core banking, member and credit union team together, in an efficient, effective and engaging way,” explained ASAPP’s Chief Product Officer, Steve Sauve. “Members care about having digital and increasingly mobile banking experiences that are outstanding. Credit unions need to have robust core banking systems to ensure regulatory compliance and to proactively manage their operations. However, another layer also needs to exist: the inter-connectivity at the member and staff experience level, which today needs to be available and accessible in real-time across any channel – hence our ASAPP omnichannel experience platform focus.”
Earlier this month, Tandia joined the ASAPP planning team on work that has been underway for several months to develop functional specifications, wireframes, data maps, user experience flows, and user interaction designs for the upcoming releases. An agile development path for the software will begin in November with ASAPP 12.0 planned for release in May and ASAPP 13.0 next November. Yesterday, ASAPP released its simplified and completely transparent pricing model for the upcoming OXP features on its new website.
About Tandia Financial Credit Union
Tandia Financial Credit Union is a cooperative financial institution with a vision to be the financial services provider of choice in its communities and a continued commitment to serve education and government employees in Ontario. Tandia partners alongside its members each and every day to help them build healthy and prosperous futures. With a branch network that extends from Brant County through Greater Hamilton, Halton and the GTA, Tandia serves 29,000 members and administers over $1.5 billion in assets. Learn more at tandia.com.
About ASAPP Financial Technology
ASAPP delivers Custom Experience Software and Digital Agency Services that create sustainable competitive advantages for regulated financial service providers as they compete against direct-to-consumer fintech solutions. ASAPP OXP is Canada’s most complete omnichannel experience platform for the financial services industry. Learn more at asappbanking.com.
Tandia Financial Credit Union
1.800.598.2891 ext. 1174
President & CEO
ASAPP Financial Technology