Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.
Description
Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Apple Pay
Google Pay
PayPal
Pricing Details
$250 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
Finalytic
Country
United States
Website
finalytic.com
Vendor Details
Company Name
GoldenBasis
Country
United States
Website
www.goldenbasis.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