Avaloq Client Management

Avaloq Client Management

API

Create, read and update your Avaloq CRM tasks

The Client Management API module includes several endpoints that let third parties connect to the Avaloq CRM module. Avaloq’s Client Management API module lets you create, read and update your tasks in the Avaloq system.

  • Create a new task (also called CRM Issue)
  • Update a specific task
  • Retrieve tasks by filtering with selection criteria
  • Retrieve a specific task
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API

Create, read and update your Avaloq CRM tasks

The Client Management API module includes several endpoints that let third parties connect to the Avaloq CRM module. Avaloq’s Client Management API module lets you create, read and update your tasks in the Avaloq system.

  • Create a new task (also called CRM Issue)
  • Update a specific task
  • Retrieve tasks by filtering with selection criteria
  • Retrieve a specific task
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Key Features

  • Standardized solution to capture and retrieve tasks
  • Use the Client Management API module to integrate external applications to Avaloq CRM Module simply and quickly
  • Create, modify and read tasks in the CRM Module
  • Diversify your products
  • Enables banks to offer a new product using a third-party integration, without the need for extensive development and customization

This API is used by

Back End System
Avaloq