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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Adaptive Bank in a Box (BiaB) is an innovative cloud-based application that utilizes graph technology, allowing financial services organizations to harness best practices from the financial industry. It encompasses various data and models that effectively bridge the gap between industry-standard content and an organization's own data, ensuring that adequate assessments and processes are established, including compliance with AML regulations and data privacy requirements. Additionally, the Adaptive Business Function Model (ABFM) for Universal Banks will detail, with the appropriate level of specificity, all critical business activities across the front, middle, and back offices in Retail, Commercial, and Investment Banking. Complementing this is the Adaptive Business Information Model (ABIM) for Universal Banks, which will outline essential information and data-related business concepts along with their logical attributes across all operational functions. The ABIM serves as a comprehensive out-of-the-box data glossary that banks can personalize and modify to fit their unique environments, enhancing their operational efficiency and compliance capabilities. Ultimately, the integration of these models will empower financial institutions to optimize their practices and navigate the complexities of the financial landscape more effectively.

Description

Affordable banking software designed for non-profit organizations is available through DLS Financials, which streamlines the process of managing savings and loan accounts according to the workflow. Users can customize their settings by creating personalized drop-down lists that allow for quick field completion. Features are included to help parishes avoid excessive debt, enhancing financial stability. The platform supports the integration of various documents, spreadsheets, emails, images, and PDFs, linking them to specific locations, accounts, or transactions for convenient access. Automatic transactions can be set up for recurring events, greatly simplifying financial management. The global functions enable users to conduct extensive tasks effortlessly with just one click. DLS Financials is particularly adaptable, catering to a diverse range of user requirements, and it offers numerous configurations and default options. Moreover, users can request additional management reports, functions, and features, ensuring that the software aligns perfectly with their operational needs, fostering a more efficient and customized banking experience. This flexibility makes it a valuable tool for any organization looking to optimize their financial management processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AccuFund
Blackbaud Financial Aid
CYMA Payroll Software
Microsoft Dynamics 365
Microsoft Dynamics GP
Sage Intacct

Integrations

AccuFund
Blackbaud Financial Aid
CYMA Payroll Software
Microsoft Dynamics 365
Microsoft Dynamics GP
Sage Intacct

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2,500 for 4 years
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Adaptive

Founded

1997

Country

United States

Website

adaptive.com/products/adaptive-biab/

Vendor Details

Company Name

The Computer Department Inc

Country

United States

Website

www.dls-financials.com

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

Banking

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

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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