How it fits your workflow.
Alkami provides digital banking software for banks and credit unions. A useful connection respects the boundary between the digital experience and the underlying financial account. Customer requests and engagement context can inform service work, while booked balances remain associated with their designated source.
WORKFLOW FOCUS
Digital banking service context and customer requests.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
What should a digital banking request include?
Enough context to identify the customer, relevant account, and requested action. Avoid interpreting a screen interaction alone as an approved financial transaction.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.