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Ratings and Reviews 0 Ratings
Alternatives to Consider
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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.
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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.
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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.
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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 over 8,000 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.
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MoxoMoxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.
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CrexiOver 100,000 real estate brokers and agents turn to Crexi for connecting with potential buyers or tenants. Our committed team is here to provide you with comprehensive support! We help with everything from adding listings to using our closing tracker, which enables you to complete transactions more effectively. Our customer service team promises to respond to inquiries within an hour during weekdays, with additional support available on weekends as well. You can upload your listings and optimize them for better search visibility, ensuring they stand out to interested parties. We also offer insights on effective communication techniques with prospective leads. In addition, leverage our marketing efforts to tap into a network of qualified buyers and tenants, further boosting the visibility of your listings. Stay updated with notifications regarding any interactions with your listings, connect seamlessly with leads, and access detailed lead reports, analytics, and beyond. Our cutting-edge tools empower you to make swift, informed decisions. Instantly evaluate demographics and aggregated data—such as population statistics and median income—using map overlays and the insights tab. Moreover, our data center provides an easy way to explore the latest trends and developments in the commercial real estate sector. With Crexi, your success is our priority, and we are committed to enhancing your overall experience in the real estate industry while fostering growth and efficiency. We believe that by equipping you with the right tools and support, we can help you thrive in your endeavors.
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Web APIs by MelissaAre you in search of swift and straightforward methods to safeguard your entire data lifecycle? Look no further, as Melissa's Web APIs provide a diverse array of functionalities designed to maintain your customer data in a clean, verified, and enriched state. Our solutions are applicable throughout the complete data lifecycle, whether in real-time, at the point of entry, or processed in batches. • Global Address: Validate and standardize addresses across more than 240 countries and territories, utilizing postal authority certified coding and precise geocoding at the premise level. • Global Email: Authenticate email mailboxes, ensuring proper syntax, spelling, and domains in real time to confirm deliverability. • Global Name: Validate, standardize, and dissect personal and business names with intelligent recognition of countless first and last names. • Global Phone: Confirm phone status as active, identify line types, and provide geographic information, dominant language, and carrier details for over 200 countries. • Global IP Locator: Obtain a geolocation for an input IP address, including latitude, longitude, proxy information, city, region, and country. • Property (U.S. & Canada): Access extensive property and mortgage information for over 140 million properties in the U.S. • Personator (U.S. & Canada): Easily execute USPS® CASS/DPV certified address validation, name parsing and gender identification, along with phone and email verification through this versatile API. With these tools at your disposal, managing and protecting your customer data has never been easier.
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MLM SoftMLM Soft Cloud Platform (MLM Soft Cloud) offers a robust ERP solution tailored for MLM and Direct Selling businesses. Recognizing the urgency of launching your product or opportunity, we significantly expedite the process, enabling the deployment of MLM software within just a week. Our cloud-based platform is highly customizable, allowing you to modify everything from aesthetics to the content, accommodating various languages, currencies, wallets, user roles, notifications, and reporting features. Furthermore, our compensation plan engine is adaptable to any desired algorithm, providing flexibility in your business model. Designed to serve as the backbone of your MLM IT ecosystem, MLM Soft seamlessly integrates with various third-party applications, including e-commerce, CRM, payment systems, and marketing tools, all facilitated by its comprehensive REST API. This integration capability ensures that you can create a cohesive and efficient operational framework for your business.
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D&B Finance AnalyticsDun & Bradstreet’s global data and analytics fuel AI-driven solutions for the credit-to-cash process. With D&B Finance Analytics, users benefit from an intuitive and adaptable platform that enables finance teams to enhance customer service, decrease expenses, and effectively manage risk. It empowers organizations to tackle credit and receivables risks, leading to reduced bad debts, lower Days Sales Outstanding (DSO), and improved cash flow. By streamlining manual decision-making, monitoring, customer interactions, and matching processes, businesses can operate more efficiently. Additionally, it provides customers with an online credit application and a payment portal that enhances the overall experience. The D&B Finance Analytics suite includes two key platforms: D&B Credit Intelligence and D&B® Receivables Intelligence, which work in tandem to deliver comprehensive insights and advanced technologies that drive success across all aspects of credit-to-cash operations. This integration allows users to swiftly identify credit risks, smoothly onboard new clients, and establish appropriate credit terms. Ultimately, these capabilities are designed to facilitate better financial management and foster growth.
What is Soft Pull Solutions?
Are you interested in obtaining consumer credit reports? With immediate access to credit bureaus, you can effectively assess your clients' qualifications and retrieve their credit data. This approach not only optimizes your workflow but also improves your lending choices, ultimately conserving both time and resources. If you are partnering with a business, broker, or lender and need a dependable software solution for acquiring credit reports, Soft Pull Solutions offers an extensive range of verification services aimed at simplifying, securing, and standardizing financing processes. By using their tools, you can guarantee compliance with regulations for both hard and soft credit inquiries, supported by reliable reporting data from the top three credit bureaus. Equip yourself with the means to make well-informed financial decisions through integrated APIs, automated income verifications, and credit reporting software accessible at any time and from any location, fostering an atmosphere of transparency and trust in your lending operations. Moreover, having such sophisticated resources at your disposal enhances your ability to respond promptly to customer inquiries and streamline loan processing, ultimately improving the overall client experience.
What is Jinnee?
Understanding your clients is essential for ensuring their satisfaction, and Jinnee plays a pivotal role in this by collecting and analyzing inquiries to provide vital insights into their preferences and needs. As an ever-evolving tool, Jinnee continually improves its functions and adapts to better assist you in your tasks. You can track the progress of Jinnee's learning over time, customize its responses, and even create new strategies based on the trends it identifies. Acting like a virtual financial advisor, Jinnee is ready to cater to your clients’ diverse requirements, allowing them to ask questions and receive prompt answers within seconds. With Jinnee on board, you can eliminate the necessity of staying online to check previous months' dining expenses. Whenever you seek expert advice on saving tactics, deposit choices, enhanced budgeting, or related financial topics, Jinnee will offer tailored solutions and product recommendations. This cutting-edge method not only guarantees that your clients receive prompt support but also allows you to concentrate on other critical tasks, ultimately improving your efficiency and service quality. By utilizing Jinnee, you can elevate the overall experience for your clients, ensuring they feel valued and understood.
Integrations Supported
Dealertrack DMS
Salesforce
defi SOLUTIONS
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
Soft Pull Solutions
Company Website
www.softpullsolutions.com
Company Facts
Organization Name
Jinnee
Company Location
United States
Company Website
jinnee.co
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