Is your credit union using both Episys and IRAdirect Express? Are you tired of manually entering information into both systems? In our first product launch since the Product Development team was established, we are pleased to share how we can help save your staff time by eliminating repetitive data entry with the fully-integrated Episys® IRA Interface solution!

HOW IT WORKS

Because Ascensus is part of the Symitar Vendor Integration Program (VIP), the Episys IRA Interface provides a seamless, fully-integrated connection to Ascensus’ IRAdirect Express. By launching a PowerOn® specfile and SAML SSO, the IRA interface delivers the data obtained in Episys during an application, withdrawal, or deposit directly to Ascensus.

This means that member service representatives only have to complete one easy step, as the information is saved in IRAdirect Express and Episys simultaneously. By not having to re-enter member information, staff benefits include:

  • Completing applications, contributions & withdrawals through a single user interface
  • Eliminating duplicate data entry
  • Saving time
  • Providing members an even better service experience

LEARN MORE

Two of our user credit unions are already using the Episys IRA Interface. Is your credit union next? To learn more about how to implement this at your credit union, contact your Account Relationship Manager, or email ARM@synergentcorp.com.