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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

FPS GOLD has been providing core and mobile banking, online banking, wire transfer software and a content management system for financial institutions for more than 55 years. FPS GOLD's mission is to help financial institutions succeed, profit, and thrive through flexible, robust software that's paired up with unmatched customer support. FPS Gold is more than just software. We actually care. We don't want you to doubt us. It's possible to test it yourself.

Description

Attract a larger customer base and enhance client happiness by utilizing Gold-Vision CRM, an advanced customer relationship management platform. This versatile solution offers modules for marketing, sales, project management, support, and event coordination, making it ideal for organizations of any size. Key features include automatic email tracking and synchronization, ensuring seamless communication. Additionally, users can leverage the intuitive dashboard to access and analyze crucial customer data for informed decision-making. By implementing Gold-Vision CRM, businesses can significantly improve their interactions and relationships with customers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABLE Platform
Adobe Acrobat Sign
Banker's Dashboard
Boutir
ComplianceOne
Facebook
Gmail
Google Analytics
LiveChat
MX
Microsoft 365
Microsoft Outlook
Nasdaq Verafin
RSA SecurID
Sage 50
Solar
Worldpay
X (Twitter)

Integrations

ABLE Platform
Adobe Acrobat Sign
Banker's Dashboard
Boutir
ComplianceOne
Facebook
Gmail
Google Analytics
LiveChat
MX
Microsoft 365
Microsoft Outlook
Nasdaq Verafin
RSA SecurID
Sage 50
Solar
Worldpay
X (Twitter)

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$21.50/month/user
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

FPS GOLD

Founded

1964

Country

United States

Website

www.fpsgold.com

Vendor Details

Company Name

Esteiro Business Solutions

Founded

2001

Country

United Kingdom

Website

www.gold-vision.com

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

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Financial CRM

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Loan Origination

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

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mobile Banking

Bill Payment
Biometric
Cash Management
Chat / Messaging
Cross Selling Functionality
Digital Wallet
P2P Payments
Remote Deposit
SMS Banking
Transaction Monitoring
Voice Banking

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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