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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

Hemi

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Custom pricing
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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