Streamlined Bank Connections with new QPLIX Add-ons

September 10, 2024
Wealth Tech

QPLIX Bank Connection Add-On Feature Streamlines the Process of Setting Up Bank Connections

The new QPLIX Bank Connection Add-On feature streamlines the process of setting up bank connections, creating a seamless user experience and increasing efficiency for customers. The Add-on streamlines the process of setting up custodian data feeds into QPLIX system.

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As the first in a planned series of many Add-ons, this release is an important step towards simplifying connections with all banks in the future.

Using the intuitive set-up wizard, users can send pre-formulated email requests to the bank and thus initiate the implementation of the data feed through precise instructions. Subsequently, users can easily upload keys provided by the bank and have the SFTP connection set up automatically in the background. In addition, the Bank Connection Add-on provides flexibility by allowing users to link the setup of the data feed connection to their existing Q-Data service, ensuring a seamless experience. During the individual process steps, users can always view and track the current progress in the Add-on.  

The simplification of the bank connection set-up is the logical addition to QPLIX's large custodian data network, which the company has built up in recent years. There are more than 100 interfaces to banks in the QPLIX ecosystem, allowing for data imports from those banks into QPLIX systems on a daily basis.

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Jill Stäbe

Jill Stäbe has been part of QPLIX GmbH since 2020. Originally working in Client Success Management, she has always worked closely with various internal and external stakeholders and now draws on broad expertise regarding the platform and its users. As part of the marketing team, she is therefore primarily responsible for product-specific topics, as well as the company's social media presence and press relations.

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