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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Designed specifically for banks and credit unions, Continuous’s advanced automation platform integrates automation, document intelligence, and identity security throughout essential operations, allowing these institutions to grow without expanding their workforce. With a client base exceeding 1,600 financial organizations and managing over 120 million accounts amounting to $5 trillion in assets, it enhances connectivity among systems, personnel, and processes while transforming error-prone workflows into tailored automation, which supports quicker lending, ensures compliance readiness, facilitates real-time IT operations, and strengthens access controls. Boasting over 300 integrations, the platform automates the lending process from the initial application to funding, simplifies regulatory compliance and identity management, and efficiently manages high-volume tasks in the background, freeing institutions to concentrate on their communities rather than mundane administrative duties. Discover how Continuous can adapt to your evolving requirements, simplify operations, and amplify the positive influence you create each day, ultimately leading to enhanced service delivery and customer satisfaction.

Description

Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Banno
Docusign
Encompass
Fiserv Fixed Assets for DNA
Fusion Data Cloud
MeridianLink Access
MeridianLink Consulting
Microsoft Office 2024
Obsidian Suite
nCino Cloud Banking Platform

Integrations

Banno
Docusign
Encompass
Fiserv Fixed Assets for DNA
Fusion Data Cloud
MeridianLink Access
MeridianLink Consulting
Microsoft Office 2024
Obsidian Suite
nCino Cloud Banking Platform

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

Continuous

Country

United States

Website

continuous.com/the-continuous-platform

Vendor Details

Company Name

Obsidian Suite

Founded

2013

Country

United Kingdom

Website

obsidiansuite.com

Product Features

Financial Services

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

Product Features

Financial Services

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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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Alternatives

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