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What is Particeep?

Particeep is a financial technology company that equips banks, asset management firms, insurance companies, and their distributors with essential tools for the online distribution of financial products and services. Alongside its open API, the firm provides customizable white-label platforms designed to facilitate the rapid online delivery of financial services, often within a timeframe of less than a month. This innovative approach significantly enhances efficiency in the financial sector.

What is Kolleno?

Minimize the time dedicated to managing accounts receivable by enrolling your clients in a system that transitions outdated manual processes to streamlined automated digital collection practices and communication methods. Provide your clients with an array of digital payment solutions, including ACH, credit cards, and open banking, which simplifies the payment process and improves the precision of your financial documentation. Keep a close eye on your cash flow through regular automated reports and analytics crafted to meet your business's specific needs. Leverage specialized customer ratings based on credit evaluations and engagement metrics to make informed decisions and enhance your payment strategies effectively. Anticipate future cash flow by examining both current and past payment trends. Enhance your workflows for improved prioritization, and utilize customizable communication templates and strategies, all while ensuring a white-labeled branding approach. This holistic solution not only optimizes operational processes but also significantly enhances your financial management capabilities, ultimately leading to increased efficiency and profitability for your business. By adopting these automated systems, you can focus more on strategic growth rather than administrative tasks.

Media

Media

Integrations Supported

SBS Banking Platform
Salesforce
Stripe

Integrations Supported

API Availability

API Availability

Pricing Information

11880€/year
Annual licence

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Particeep

Date Founded

2013

Company Location

France

Company Website

www.particeep.com

Company Facts

Organization Name

Kolleno

Company Location

United Kingdom

Company Website

www.kolleno.com

Categories and Features

Investment Management

Bonds / Stocks
Client Management
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Online Banking

Brokerage
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Open Banking

Not specified

Open Finance

Not specified

P&C Insurance

Broker / Agent Portal
Commission Management
Document Management
Insurance Rating
Policy Management
Quote Management
Underwriting Management

Subscription Management

Enrollment Management
Product Catalog
Recurring Billing
Self Service Portal
Usage Tracking/Analytics

White Label Banking

Not specified

Categories and Features

Accounts Receivable

Not specified

AR Automation

Not specified

Debt Collection

Not specified

Financial Management

Not specified

Legal Billing

Not specified

Open Banking

Not specified

Open Finance

Not specified

Payment Processing

Not specified

White Label Banking

Not specified

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