What is Union | platform?

Union | platform provides a robust digital foundation that drives innovation, smart automation, and transformation across multiple sectors. Its various modules cover critical operations such as client management, communication, deal tracking, payment processing, accounting, and reporting, facilitating the effective administration of key business activities. Featuring a flexible architecture that is both customizable and hosted on the Cloud, this platform guarantees smooth operations and responsiveness to changing needs. Catering to a diverse range of financial services, such as Banking, Credit Unions, and Lending, the digital core offers a fully integrated infrastructure that supports the delivery of financial services from start to finish. By leveraging cutting-edge technology, businesses can achieve the flexibility, scalability, and efficiency essential for success while ensuring reliability. In a rapidly changing financial services landscape, shifts in consumer expectations, market trends, and technological progress are reshaping the industry at a remarkable speed. Organizations sticking to outdated legacy systems risk falling behind, whereas those adopting digital innovations can gain a significant competitive advantage by reaping both immediate and long-term benefits, effectively equipping themselves for ongoing success in the future. As the industry continues to evolve, adaptability will be crucial for businesses aiming to thrive.

Pricing

Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Union | platform provides an API
No integrations listed.

Screenshots and Video

Union | platform Screenshot 1

Company Facts

Company Name:
Union Financial Technologies
Date Founded:
2012
Company Location:
Estonia
Company Website:
www.unionfintech.com/union-platform/

Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Union | platform Categories and Features

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Currency Exchange Software

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Banking Software

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring