Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Dynamo SoftwareDynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
-
Predict360Predict360, developed by 360factors, serves as a comprehensive risk and compliance management platform designed to streamline workflows and improve reporting for various financial institutions, including banks, credit unions, and insurance companies. This cloud-based SaaS solution consolidates essential components such as regulations, compliance management, risk assessments, controls, key risk indicators (KRIs), audits, policies, and training into one cohesive platform while offering powerful analytics and insights that help clients foresee risks and enhance compliance efforts. If your current Governance, Risk, and Compliance (GRC) system isn't equipped with an effective analytics and business intelligence tool for creating insightful reports for executives and board members, consider Lumify360 from 360factors. This predictive analytics platform can seamlessly integrate with any existing GRC, allowing you to maintain your workflow processes while equipping stakeholders with the timely reports and dashboards they require for informed decision-making. With these advanced tools at your disposal, you'll be better positioned to navigate the complexities of regulatory compliance and risk management.
-
Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
-
PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
-
HERE Enterprise BrowserAt HERE, we’ve been solely focused on building the world’s first and only enterprise browser purpose-built to solve both security and productivity. HERE technology is trusted by 90% of the world’s largest financial institutions and backed by In-Q-Tel, the strategic investment firm that works with the U.S. intelligence community and other government agencies. HERE is redefining how global enterprises secure their work and empower their workforce. Built on Chromium, HERE seamlessly integrates into enterprise environments while delivering controls, context, and confidence where consumer browsers fall short.
-
North OneIn the realm of American business banking, a desire for improved banking solutions led to the creation of North One. Entrepreneurs can swiftly open an account within minutes, allowing them to focus on building their businesses, generating employment, and supporting their communities despite the challenges they face. North One simplifies the management of the more complex aspects of running a business, enabling you to concentrate on your future goals. Tailored for freelancers, small enterprises, and startups throughout the nation, it offers smart integrations with existing tools for seamless payments, money tracking, and finance automation. Designed to streamline financial management, North One helps you dedicate your efforts to operating your business efficiently. Say goodbye to traditional banking hassles—no more branches, waiting in lines, or piles of paperwork. Your North One account is accessible anytime, anywhere, whether from your smartphone or computer. Additionally, it allows for the automatic creation of envelopes for essential expenses like taxes, payroll, and rent, ensuring that your financial obligations are always organized. With North One, you can focus less on banking logistics and more on your entrepreneurial journey.
-
dbtdbt is the leading analytics engineering platform for modern businesses. By combining the simplicity of SQL with the rigor of software development, dbt allows teams to: - Build, test, and document reliable data pipelines - Deploy transformations at scale with version control and CI/CD - Ensure data quality and governance across the business Trusted by thousands of companies worldwide, dbt Labs enables faster decision-making, reduces risk, and maximizes the value of your cloud data warehouse. If your organization depends on timely, accurate insights, dbt is the foundation for delivering them.
-
DataHubDataHub stands out as a dynamic open-source metadata platform designed to improve data discovery, observability, and governance across diverse data landscapes. It allows organizations to quickly locate dependable data while delivering tailored experiences for users, all while maintaining seamless operations through accurate lineage tracking at both cross-platform and column-specific levels. By presenting a comprehensive perspective of business, operational, and technical contexts, DataHub builds confidence in your data repository. The platform includes automated assessments of data quality and employs AI-driven anomaly detection to notify teams about potential issues, thereby streamlining incident management. With extensive lineage details, documentation, and ownership information, DataHub facilitates efficient problem resolution. Moreover, it enhances governance processes by classifying dynamic assets, which significantly minimizes manual workload thanks to GenAI documentation, AI-based classification, and intelligent propagation methods. DataHub's adaptable architecture supports over 70 native integrations, positioning it as a powerful solution for organizations aiming to refine their data ecosystems. Ultimately, its multifaceted capabilities make it an indispensable resource for any organization aspiring to elevate their data management practices while fostering greater collaboration among teams.
-
Datasite Diligence Virtual Data RoomIt's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.
-
PhonexaPhonexa is a unified platform built to optimize tracking and distribution for calls, leads, compliance, clicks, email, accounting, and more. The all-in-one marketing automation platform empowers brands and performance marketers to manage and distribute leads, track pay-per-call campaigns, increase ROI, and automate every stage of the customer journey. At the core of Phonexa’s platform are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Phonexa’s core solutions and six add-ons are powered by automation, smart routing, and real-time analytics, empowering performance marketers to capture, qualify, verify, and route leads efficiently while maximizing visibility, compliance, and profitability across all marketing channels. Serving industries such as finance, insurance, home services, and beyond, Phonexa delivers complete visibility, fraud prevention, and compliance at scale. The platform combines advanced analytics, intelligent lead management, AI-enabled Call Agents, and smart routing to help businesses convert more qualified leads, improve ROI, and achieve growth through data transparency and control.
What is Orbit?
Orbit is an advanced financial intelligence platform powered by artificial intelligence, specifically engineered to transform both unstructured and structured financial information into accurate, clear, and scalable insights. It integrates a cutting-edge AI Studio with a vast collection of millions of documents pertaining to thousands of companies worldwide, streamlining workflow automation and simplifying complex research tasks. By utilizing sophisticated AI models in conjunction with pre-built analytical tools, Orbit bolsters functions such as competitor intelligence, due diligence, risk management, earnings assessment, investment analysis, and ESG reviews, enabling extensive and detailed analysis. The platform's adaptable architecture includes various elements, such as Orbit Insight to support informed decision-making, AI-enhanced knowledge repositories for vast financial information, and tools designed to effectively standardize and manage a wide range of data sources. Users enjoy features like semantic search capabilities, automated data extraction, the development of customized knowledge bases, and the launch of analytical agents, which provide a holistic approach to financial examination. Furthermore, Orbit is designed with user experience in mind, ensuring accessibility for professionals across all expertise levels, from novices to seasoned experts, making it a valuable asset in the financial landscape.
What is Orbit CMB?
Orbit Customer Management and Billing allows for the comprehensive oversight, management, and maintenance of all customer information within a unified platform, suitable for organizations providing either a single utility service or various offerings. This system enables organizations to effectively track customer usage, billing rates, deposits, service requests, collections, interactions, and account histories, which contributes to a more efficient billing process. As an all-encompassing solution, it manages every crucial aspect of customer-related business operations and services through a singular product. Additionally, it integrates smoothly with Orbit Dynamic Financial Management, which further improves both accounting accuracy and operational productivity. The architecture of this system is built to easily adapt as your customer base and service offerings expand, ensuring it remains relevant to your changing business requirements. This adaptability not only supports current business functions but also positions your organization for future growth and success.
Integrations Supported
Adobe Acrobat Reader
Claude
FactSet
API Availability
Has API
API Availability
Has API
Pricing Information
$101.38 per month
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
Orbit
Date Founded
2015
Company Location
United Kingdom
Company Website
www.orbitfin.ai/
Company Facts
Organization Name
Central Service Association
Date Founded
1937
Company Location
United States
Company Website
www.csa1.com
Categories and Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Categories and Features
Utility Billing
ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management
