How it fits your workflow.
Q2 provides digital banking experiences for financial institutions. It represents a customer interaction layer that may sit alongside a separate core system. A proposed workflow should distinguish what a customer sees or submits digitally from the authoritative account and transaction records maintained elsewhere.
WORKFLOW FOCUS
Digital banking interactions and core account handoffs.
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.
Is Q2 necessarily the authoritative loan ledger?
No. Digital banking and core servicing can have different responsibilities. Identify the source of balances and transactions before using them in account actions.
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.