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Description
Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.
Description
Financial Cloud stands out as the premier Financial CRM platform dedicated to enhancing outstanding customer experiences. Our goal is to transform how organizations with financial ties to consumers deliver customer service, focusing on boosting efficiency while also ensuring that services are enjoyable and supportive. Regardless of whether you are a customer, a call center representative, or the CEO of a financial institution, we are devoted to ensuring that the experience is not only positive but also beneficial and meaningful for all parties involved. By prioritizing the needs of every stakeholder, we aim to create a more integrated and satisfying service environment.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$165 per month
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
Bricknode
Country
Sweden
Website
www.bricknode.com/products/bricknode-broker/
Vendor Details
Company Name
Financial Cloud
Founded
2014
Website
www.financial-cloud.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management