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Description
Aerotruth offers a streamlined solution for financial service institutions to efficiently onboard and oversee their relationships with fintech, banking, and correspondent partners. The onboarding of new partners and the regular evaluation of B2B collaborations typically require the exchange of numerous documents for compliance verification, a process that can extend for several months. However, this does not need to be the case. With Aerotruth, institutions can simplify and accelerate the document exchange and approval workflow, enabling quicker due diligence on both new and existing partners. This innovative platform is cloud-based, providing a secure and seamless environment for institutions to exchange, store, and approve vital documents essential for maintaining regulatory compliance throughout the onboarding and review phases. By leveraging Aerotruth, financial institutions can not only save time but also enhance their operational efficiency in managing partner relationships.
Description
IBM® Sterling Partner Engagement Manager streamlines the onboarding process for new partners and enhances the management of current partnerships, significantly reducing time and resource expenditure. By automating the onboarding tasks, this tool minimizes the risk of expensive manual errors and boosts overall efficiency, allowing partners to independently manage their own information. From IBM’s perspective, forming a partnership involves three key aspects: implementing onboarding activities for both new and existing partners, maintaining an ongoing relationship through a "continuous-touch" methodology, and equipping both line-of-business and partner personnel with self-service tools to reduce dependency on support. To gain insight into how IBM addresses the challenges of onboarding, explore the features and architecture of PEM in this detailed technical overview of IBM Sterling Partner Engagement. Additionally, this system enables centralized management of contact and certificate information, thereby eliminating repetitive manual tasks and utilizing progress dashboards to track activity effectively, ensuring a smoother partnership experience.
API Access
Has API
API Access
Has API
Integrations
IBM Cloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Aerotruth
Founded
2021
Website
www.aerotruth.com
Vendor Details
Company Name
IBM
Founded
1911
Country
United States
Website
www.ibm.com/products/partner-engagement-manager
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
Partner Relationship Management (PRM)
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management