Meetings / Bancora sync

Bancora sync

Jul 6, 2026 · 45 min · Javier Aldape, Marco Del Toro (Bancora), Ana Reyes (Bancora)

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Knowledge edit — Bancora Account Overview Update with the new 'Proposal in progress' status and a summary of this meeting

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Captured: 2 people · 1 project update · 3 tasks

Marco Del Toro — new contact

Ana Reyes — new contact

Bancora Integration — status → proposal in progress

Send Bancora integration proposal — task updated

Loop in legal team on redlines — task created

Follow up on redlines review — task created

Attendees

JA

MD

AR

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Highlights

Bancora wants the integration moving this quarter

Proposal due to Marco by Friday, Jul 10

Risk: legal flagged clauses in the data-sharing redline

Their ask: loop Kredi legal in directly, skip the email back-and-forth

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What did we promise Bancora?

Three commitments: send the integration proposal to Marco by Friday, Jul 10; loop Kredi legal into the redlines directly; and follow up once they've reviewed. All three are tracked as tasks.

From this meeting's transcript

Did we agree on a signing date?

Not a date — Marco wants a signed agreement before end of month if the proposal lands this week.

From this meeting's transcript