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What is The BusinessOptics Platform?

BusinessOptics partnered closely with the FNB Life team to create a revolutionary tool that assessed customer circumstances and goals, forecasted their income statements and balance sheets under various risk scenarios, identified their insurance requirements, and balanced coverage needs with affordability. This cutting-edge solution not only provided essential support and direction for sales intermediaries but also established a cohesive platform for self-service digital advice. Through detailed analytics and reporting, the tool enabled the early detection of usability and operational challenges, leading to a notable improvement in key performance indicators such as average premium and persistency rates. The teamwork culminated in multiple innovation awards, recognizing this trailblazing solution that redefined industry standards. Furthermore, the initiative illustrated how technology could significantly enhance customer service and propel business growth, paving the way for future advancements in the sector. Overall, this successful collaboration highlights the importance of innovation in meeting evolving customer needs.

What is CashWhiz?

CashWhiz is a financial management software developed in Australia for Windows, designed to equip organizations with robust budgeting and analytical tools. It enables users to model cash flow through a variety of "What If" scenarios, create balance sheets and income statements, engage in forecasting, handle cash management, and consolidate information across different entities. Moreover, it seamlessly integrates with general ledger systems, provides profit-and-loss reports, facilitates project budgeting, monitors run rates, and supports version control. Specifically designed for environments that encompass multiple companies, departments, and projects, CashWhiz streamlines the budgeting process and enhances financial transparency for mid-sized businesses, large enterprises, nonprofits, and government organizations. With its extensive array of features, CashWhiz stands out as an essential resource for organizations seeking to improve their financial oversight and strategic planning initiatives, allowing them to make more informed decisions. Its user-friendly interface ensures that all stakeholders can effectively engage with the budgeting process, fostering collaboration and accountability within the organization.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

BusinessOptics

Date Founded

2010

Company Location

United States

Company Website

www.businessoptics.biz

Company Facts

Organization Name

CashWhiz Australia

Company Website

www.cashwhiz.com.au

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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