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Ratings and Reviews 0 Ratings
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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.
Integrations Supported
Celonis
Dataddo
Eloqua
Google Chrome
Google Cloud Platform
HubSpot CRM
HubSpot Customer Platform
LinkedIn
LinkedIn Sales Navigator
Marketo
Integrations Supported
Celonis
Dataddo
Eloqua
Google Chrome
Google Cloud Platform
HubSpot CRM
HubSpot Customer Platform
LinkedIn
LinkedIn Sales Navigator
Marketo
API Availability
Has API
API Availability
Has API
Pricing Information
$99/user/month
Free Trial Offered?
Free Version
Pricing Information
$50 per month
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
ProcessMind
Date Founded
2024
Company Location
Netherlands
Company Website
processmind.com
Company Facts
Organization Name
Aptivio
Date Founded
2018
Company Location
United States
Company Website
aptiv.io/product/overview
Categories and Features
Categories and Features
Account Based Marketing
Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification
Buyer Intent
B2B Lead Generation
CRM Integration
Channel Attribution
Competitor Analysis
Content Marketing
Customer Journey Mapping
Customer Profiles
Intent Data
Lead Notifications
Lead Scoring
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting