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Reaching Out for Credentials: Once we establish connectivity, our team will get in touch to request specific credentials. These are vital for ensuring a smooth and secure integration process.
Core System Credentials: To seamlessly integrate with your core system, we'll need access credentials. Ensure these are ready for a smooth transition.
Vendor Partner Credentials: For partner systems like Salesforce/nCino, initial setup demands an admin license for configuration. However, post-configuration, a standard license will suffice for the ongoing integration. Sample:
Salesforce FinTech Credentials:
User ID: yourbanknamesandboxbanking
Collaborative Provisioning: One of our skilled Solution Engineers will collaborate with you to guide and ensure the proper provisioning of all credentials, making the setup effortless and precise.
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