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What is Eisen?

Eisen stands at the forefront of escheatment automation, adeptly managing the offboarding of accounts by merging escheatment, disbursement, and outreach functions into a single, unified platform. This groundbreaking system significantly improves compliance with diverse unclaimed property laws across various states by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale disbursements during closures, and managing forced account terminations, all while providing thorough audit trails and guaranteeing accuracy. It seamlessly integrates with existing data management systems through a growing suite of integrations, evaluates risk in real time, and initiates proactive communications with customers to prevent liabilities associated with unclaimed accounts. By automating every facet—from data gathering and risk assessment to personalized messaging and payment execution—Eisen empowers financial institutions to remain proactive regarding regulatory deadlines, reduces manual workloads, and mitigates the risk of incurring costly penalties related to escheatment. Additionally, this all-encompassing strategy not only improves operational effectiveness but also cultivates stronger bonds between institutions and their clients, thereby fostering enhanced trust and satisfaction in financial transactions. Ultimately, Eisen’s innovative approach positions financial institutions to navigate the complexities of escheatment with confidence and efficiency.

What is Atlas by Cornerstone?

Cornerstone's Atlas serves as an all-encompassing compliance solution tailored for financial services companies navigating regulations in various states, helping them effectively secure and oversee their licenses, surety bonds, state registrations, and other vital compliance paperwork. Instead of juggling a disorganized array of state portals, spreadsheets, and approaching deadlines, users enjoy the advantages of a centralized dashboard that outlines the status of all licenses, includes automated reminders for renewals to avoid lapses, provides secure storage for essential documents like certificates and filings, and offers real-time updates on pending applications. Each user is paired with an experienced licensing specialist who focuses on their specific account needs. Atlas efficiently simplifies the management of licenses, bonds, documentation, filing tasks, renewal schedules, deadlines, and other responsibilities, granting real-time visibility, seamless document access, thorough work history records, due-date alerts, and a complete overview of licensing coverage across multiple states. With this innovative platform, clients receive dedicated support from a licensing expert from the beginning of the application process through ongoing renewals and efforts for business growth, ensuring a hassle-free compliance journey while allowing them to focus on their core operations. This approach not only enhances efficiency but also aligns with the best practices in regulatory compliance management.

Media

Media

No images available

Integrations Supported

Hemi

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Custom pricing

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Eisen

Date Founded

2021

Company Location

United States

Company Website

www.witheisen.com

Company Facts

Organization Name

Cornerstone Licensing Services

Date Founded

1998

Company Location

United States

Company Website

cornerstonelicensing.com/atlas/

Categories and Features

Unclaimed Property

Not specified

Categories and Features

Compliance

Not specified

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