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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.
Description
Here provides a cutting-edge enterprise browser that simplifies workflows and boosts productivity by eliminating the need for constant app switching and tab overload. This solution consolidates work apps into a single, secure browser environment, enhancing both efficiency and data protection. It isolates sensitive corporate data from the broader internet, significantly reducing the risk of data breaches and ensuring safer operations. With an intuitive interface and advanced security features, Here supports organizations in streamlining their operations and safeguarding their data from external threats. The platform also provides seamless collaboration tools, making it ideal for teams looking to enhance productivity without compromising security.
API Access
Has API
API Access
Has API
Integrations
.NET
Bloomberg
Blue Triangle
Java
Microsoft Excel
Node.js
Salesforce
Symphony
Testable
Integrations
.NET
Bloomberg
Blue Triangle
Java
Microsoft Excel
Node.js
Salesforce
Symphony
Testable
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
GoldenBasis
Country
United States
Website
www.goldenbasis.com
Vendor Details
Company Name
Here Enterprise Inc
Founded
2010
Country
United States
Website
www.here.io
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
Digital Workplace
Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management