Discover how Dasseti's integrations enhance productivity, streamline reporting, and unlock deeper data insights for financial organizations with flexible APIs and advanced analytics.
At Dasseti, we believe that no system should operate in a silo. In today’s fast-moving, cloud-based world, seamless integration with other platforms isn’t just a nice-to-have, it’s a necessity.
“Integration tools offer a strategic advantage to our clients,” Graham explained. “They enable automation, enhance functionality, and get you faster access to actionable data.”
In the financial sector especially, organisations demand solutions that work seamlessly with their existing systems. With varied tech stacks and evolving business needs, no two clients are the same, and that’s why Dasseti is built to be flexible.
“Very few apps operate in isolation anymore. In a cloud environment, it’s critical to choose platforms that interoperate and can connect with your core systems and adapt over time,” said Graham.
When it comes to integration, one size doesn’t fit all. That’s why Dasseti offers a complete suite of integration options:
Out-of-the-box integrations with tools like Office 365, SharePoint, and Salesforce
Programmatic integrations via robust APIs
Analytics integrations through advanced data warehousing with platforms like Snowflake
According to Graham, “It’s pretty rare to find a provider that offers you a full data warehouse, so you can use it with your own BI tools, in your own way.”
This full-spectrum approach is part of what sets Dasseti apart.
For any integration to succeed, the onboarding process has to be smooth. Dasseti’s experienced client success team helps ensure exactly that. (Read our CSM team's thoughts here)
“Our team is great at advising clients on how to adopt Dasseti in a way that works for their organisation. Whether that’s setting up technical calls, guiding implementation, or simply helping them understand the options, we’re solutions-focused,” said Graham.
Dasseti’s out-of-the-box integrations are designed to meet users where they already are, in platforms like Microsoft Teams or Salesforce.
“Users can continue to work in their preferred tools without needing to log in to Dasseti separately. It saves time, reduces errors, and improves collaboration. We’ve found that these integrations significantly improve adoption,” Graham noted.
They’re also quick to deploy and follow Microsoft and Salesforce standards, making them easy for in-house IT teams to implement.
For organisations with more complex workflows, Dasseti’s API suite offers the ability to build fully customised solutions.
“Our APIs allow clients to connect with CRM or ERP systems, automate reporting, trigger events from other tools, and manage users, all without leaving their existing workflows,” said Graham.
Clients are using these APIs for everything from custom reporting to event-driven workflows, even triggering Dasseti processes from their own portals.
With data playing a critical role in business decisions, Dasseti enables clients to extract and analyse data in ways that suit their specific leadership or reporting needs.
“We give our clients access to the information they need, in the format they need it. That’s key to making faster, better decisions,” said Graham.
Dasseti’s integration with Snowflake represents a strategic move toward enterprise-grade data analysis.
“Snowflake is an incredibly powerful platform and a natural fit for our cloud-based architecture,” Graham said. “It allows us to deliver data to clients in a highly flexible and secure way and it aligns with the latest trends in AI-enabled analytics.”
As the industry continues to evolve, Dasseti is committed to staying at the forefront of integration and analytics trends.
“We’re seeing a shift toward enterprise-wide, AI-indexed analytics platforms,” Graham explained. “Organisations want to pull data from multiple systems into a unified dataset that they can mine for insights. Dasseti helps make that possible.”
Whether you're looking to enhance productivity, streamline reporting, or unlock deeper data insights, Dasseti has the integration options to help you do it. From pre-built connectors to flexible APIs and analytics-ready data warehouses, our platform is designed to work the way you do, today and tomorrow.
Get in touch with us or book a demo to see how Dasseti can fit seamlessly into your workflow.
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