
Dun & 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.
Learn more
Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
Learn more
Jolt Fulfillment System
Jolt Fulfillment System is a user-friendly cloud-based platform designed to assist with various functions such as managing products and inventory, integrating orders from multiple channels, generating packing slips and shipping labels, overseeing warehouse operations, customizing workflows, and facilitating EDI or API integration along with reporting capabilities. By utilizing Jolt, businesses can effortlessly expand their sales across different channels while efficiently managing warehouse processes. Additionally, all workflows within the system are tailored to meet the specific requirements of your business, ensuring a seamless operational experience.
Learn more
Moneytree
Utilize the most precise calculation tools to establish strong plans and connections. To enhance their practices, collaborate with fellow financial planners and independent advisors who employ powerful wealth management calculation tools. Moneytree provides comprehensive planning solutions that cover everything from the overarching vision to the finer details. With straightforward results and rapid data entry, the planning process becomes streamlined and efficient. Quickly address clients' "What-If" scenarios to deliver immediate, comparative insights. Engage clients in the planning journey by partnering with them to develop tailored strategies. By gathering detailed information and performing thorough analyses, you can fulfill all of your clients' planning needs. You can document aspects of your clients' lives and easily adapt to future changes. The planning strategy that aligns best with your clients’ needs is the one you select. Moneytree Elite's comprehensive planning evaluates and captures your clients' financial circumstances while illustrating the effects of significant financial decisions on their future. This approach not only enhances client satisfaction but also fosters long-term relationships built on trust and transparency.
Learn more