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What is GoldenBasis?

Optimize your operations team by eliminating countless hours of monotonous tasks and reducing transfer times from weeks to just a few days. Leveraging advanced AI for enhanced data validation significantly lowers the number of rejects, allowing for faster transfers. Keep your customers at ease with real-time tracking features for their transactions, ensuring they are always informed. Our robust and meticulously structured APIs promote automation and enable smooth processing without any delays. The user-friendly design of our interfaces, which include pre-filled fields, streamlines the exception handling process for your operations team. Furthermore, our integrated compliance reports and reconciliation tools not only save you precious time but also guarantee compliance with FINRA regulations. While ACATS can be complicated with its 17 statuses, 33 failure reasons, and numerous data codes, we proficiently manage and map all of these complexities. Experience seamless integration with your existing core systems such as FIS/Phase3, BETA, or InteliClear, ensuring a hassle-free transition. With GoldenBasis, onboarding new clients is a breeze; they can conveniently upload their brokerage account statements for processing. Our cutting-edge AI technology accurately extracts and verifies necessary fields, greatly reducing errors and enhancing the overall efficiency of the operation. This innovative methodology not only elevates operational efficiency but also significantly boosts customer satisfaction, fostering long-term relationships. Ultimately, by adopting these solutions, your business can maintain a competitive edge in the market.

What is AlphaStream?

AlphaStream optimizes the financial markets for your clients and simultaneously increases your profitability. The platform offers a unified experience by integrating multiple financial data sources into one comprehensive solution that delivers hyper-personalized market data experiences customized for each client. Your teams will gain unique insights not only into the actions of your clients but also the underlying motivations driving those actions. Discover innovative ways to enhance the client experience, leading to improved profit margins, better sales targeting and conversion rates, efficient programmatic digital campaigns, and tailored educational content, among other benefits. This platform is recognized as the leading data experience solution specifically designed to transform real-time financial market data, guaranteeing a tailored user experience through the most effective channels available. Effortlessly merge all your financial information, including news, social media, web content, market datasets, alerts, and notifications, into one robust platform. By doing this, your organization will be better equipped to navigate and adapt to the ever-changing market dynamics, ultimately fostering a more responsive and agile approach to client needs.

Media

Media

Integrations Supported

Mailchimp
Salesforce
X (Twitter)

Integrations Supported

Mailchimp
Salesforce
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

GoldenBasis

Company Location

United States

Company Website

www.goldenbasis.com

Company Facts

Organization Name

AlphaStream

Company Location

United Kingdom

Company Website

alphastream.io

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization