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December 25, 2024
Codat is a universal API infrastructure for banks, finance institutions like banks, fintech companies, and insurance firms. Its integrations enable users to pull in data from ERPs, bank accounts, point-of-sale devices, and a wide range of accounting software and form a 360-degree view of their customers.
The customer financial data unified by Codat helps lenders evaluate credit risk better and allows insurance companies to streamline their underwriting process. With Codat, organizations can build integrations at scale without creating extra workload for the engineering teams.
Peaka’s dedicated connector for Codat further extends this powerful platform, allowing Codat users to join the financial data they consolidated with customer data from a CRM or SaaS data from any popular app. Peaka then sends this new dataset to a BI tool for visualization, if you wish to do so.
The good thing is, there are no data warehouses or pipelines involved in this process.
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