Rhoads vs. Pins Advantage

Predict360, 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.

Macaw AMS serves as a robust platform for selling insurance, utilized by brokers, MGAs, MGUs, Program Managers, and Lloyds Coverholders to streamline their business processes effectively. Designed with a focus on customer needs, it encompasses functionalities for CRM, Sales, and Underwriting, providing customers, producers, and service providers with access to user-friendly self-service portals. Additionally, Macaw AMS includes integrated Document Management and Task Management features, along with adaptors for seamless services such as eSignature, Payments, OFAC checks, and Mass Emailing, utilizing third-party solutions. The data analytics capabilities of Macaw AMS deliver advanced data visualization through predefined dashboards, enabling users to upload datasets and explore dynamic charts that offer insightful, multi-dimensional perspectives. With interactive, real-time visualizations, users can identify trends and derive insights that promote well-informed decision-making. Hosted on a secure cloud infrastructure, Macaw AMS is built on a relational database, with its primary Java-based components crafted in Java, allowing for efficient processing of 500-1000 policies daily at peak performance. As a notable benefit, Macaw AMS aims to decrease the per-policy costs by 30%, making it an attractive choice for insurance professionals looking to optimize operations. Ultimately, its comprehensive features and cost-saving potential position Macaw AMS as a transformative solution in the insurance industry.

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM, building sales software since 2011. Results that speak for themselves: 4 weeks to implement. 0 full-time admins required. 2 hours to onboard a user. Dramatically reduced total cost of ownership. Sales leaders get a forecast they can defend. Sales ops configure it themselves. Reps get a pipeline where the next step is obvious. • Voyager AI: predictive deal and pipeline guidance, plus native MCP • Visual pipelines with buying centers and relationship maps • Guided selling: your stages and criteria, enforced in the flow of work • Automatizer: no-code workflow automation your team builds • Built-in reporting and forecasting, with BI export Three editions: $85, $115 and $150 per user/month. Industry-agnostic.

CXT Software is transforming delivery logistics with an autonomous, intelligent, and trusted TMS platform. Built for courier and last-mile delivery providers, our platform automates dispatching, optimizes routes, and secures every delivery with verifiable proof and chain-of-custody capabilities. We help logistics companies across healthcare, retail, distribution, and high-compliance industries scale efficiently while improving customer service. Our complete suite includes advanced operations tools, a driver-focused app, and a configurable client portal — all designed to simplify delivery management while enabling your team to focus on growth. CXT Software seamlessly integrates with your business, connecting with warehouse management systems, accounting software, CRMs, and third-party shipper systems to create a unified workflow. Extensive customization options ensure the platform adapts to your business needs, not the other way around. With 25+ years of experience supporting mission-critical deliveries across North America, we are leading the industry’s shift toward AI-powered, autonomous TMS technology. Discover how CXT Software can streamline and elevate your logistics operations. Schedule your no-pressure demo today.

Globalscape's Enhanced File Transfer platform (EFT) is designed to be an intuitive managed file transfer solution (MFT). It is relied upon by numerous Windows-focused organizations for essential file transfers. EFT combines robust security measures and compliance features along with advanced tools for collaboration, automation, and data analysis. It is offered in both cloud/SaaS via EFT Arcus and on-premises deployment options. Unlike conventional file transfer software, EFT delivers enterprise-grade data security and automates data transfers by seamlessly integrating with back-end systems. The administration of EFT is straightforward, granting extensive control over the file transfer process. By replacing outdated legacy systems and costly leased lines, EFT serves as a high-performing and scalable solution for modern data transfer needs. Furthermore, its flexibility allows organizations to adapt to changing file transfer requirements efficiently.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Bigly Sales is a managed AI outbound calling system built for organizations that want to automate outbound sales and lead engagement without separately assembling telephony, compliance, integrations, and AI voice technology. The platform provides the infrastructure required to run campaigns, including phone-number procurement, carrier registration, whitelisting, local presence dialing, spam monitoring, and number management. Bigly also integrates with CRMs, lead sources, internal systems, and APIs so campaign results flow directly into existing revenue operations workflows. Its compliance layer is designed to apply federal and state calling rules before each dial, including consent requirements, calling windows, opt-out handling, suppression, and other TCPA-related restrictions. AI voice agents can contact leads quickly, conduct scripted or dynamic conversations, collect qualification information, schedule appointments, transfer prospects to sales representatives, and trigger follow-up actions. The system records calls and produces transcripts, dispositions, structured qualification responses, conversion statuses, and other data for each interaction. Teams can also review aggregate metrics such as call volume, answer rates, success rates, performance by lead source, live transfers, scheduled meetings, SMS triggers, contracts sent, and payment links delivered. Bigly provides ongoing optimization by monitoring campaign results, refining prompts, adjusting qualification logic, and troubleshooting performance issues over time. The managed-service approach also includes campaign setup and a dedicated account representative rather than requiring customers to configure every technical component themselves. Bigly supports more than 30 industries, with use cases spanning B2B sales, financial services, insurance, healthcare, home services, ecommerce, real estate, lending, education, telecom, legal services, dealerships, and other outbound-driven organizations.

Ethena is a comprehensive AI-driven compliance platform designed to help organizations modernize and scale ethics, compliance, risk management, and employee training programs. The solution utilizes a network of AI compliance agents that assist with critical functions such as policy analysis, disclosure reviews, training development, third-party risk monitoring, and compliance program administration. These AI agents analyze organizational data, compliance records, disclosures, and policies to identify risks and recommend actions that align with company requirements. Human oversight remains central to the platform, with compliance teams reviewing and approving all significant decisions, updates, and policy changes before implementation. Ethena’s Training Agent automatically generates customized learning content based on real compliance risks, employee roles, and organizational priorities, helping ensure training remains relevant and effective. The platform also includes ethics hotline functionality, case management workflows, investigation tracking, and detailed audit trails to support regulatory compliance and internal governance. Phishing simulation tools help organizations strengthen cybersecurity awareness and employee preparedness against evolving threats. Extensive reporting and analytics capabilities provide compliance leaders with visibility into program performance, training completion, risk trends, and investigation outcomes. A library of more than 200 compliance courses can be tailored to specific policies, industries, jurisdictions, and organizational requirements. Global enterprises benefit from multilingual support, automated translation capabilities, and scalable deployment across diverse workforces. By combining AI-powered automation, compliance intelligence, employee education, and governance controls, Ethena enables organizations to build proactive, data-driven compliance programs that adapt to evolving business and regulatory risks.

Phonexa 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.

HSI Donesafe revolutionizes environmental, health, and safety (EHS) management through a no-code, cloud-based solution that simplifies intricate processes into efficient and intuitive workflows. Widely embraced by various sectors, Donesafe integrates tracking, management, and reporting in a single, user-friendly platform, enhancing compliance efforts and improving safety outcomes. The platform's flexible structure enables teams to tailor workflows, forms, and dashboards according to their changing compliance requirements. By providing essential tools for incident reporting, audits, training, and risk assessments, it ensures organizations can swiftly adapt to regulatory shifts. Highlighted Features: - Tailor-made workflows that comply with regulations - Instant insights for real-time safety monitoring - Scalable framework that evolves alongside your organization - Efficient compliance tools for hassle-free audits and reporting Empower your EHS team to reach new heights of safety excellence with HSI Donesafe, and experience a transformation in how safety management is approached. With Donesafe, achieving compliance and safety goals becomes not only feasible but also straightforward.