Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Every industry, organization, individual, and system operates with specific objectives they aim to achieve or sustain. Whitestein's outcome-oriented process solutions are crafted to align with real-world goals, incorporating intelligence, efficiency, and transparency. In the realms of banking and asset management, firms face critical business objectives that need to be met at both the micro and macro levels. The LSPS Financial Services Case Management Framework offers tailored solutions that focus specifically on reaching these desired outcomes. Whether addressing the entire client lifecycle or targeting a particular aspect, LSPS' innovative software is model-driven, ensuring that every process is directed towards achieving the defined business goals while remaining adaptable to unforeseen challenges. This adaptability is crucial in an ever-evolving business landscape, making LSPS a valuable partner for organizations striving for success.

Description

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
Amazon Bedrock
Amazon QuickSight
Docusign
Google Docs
HighQ
HubSpot CRM
HubSpot Customer Platform
Kira
Microsoft Copilot
Microsoft Entra ID
Microsoft Power BI
NetDocuments
OpenAI
Salesforce
Stripe
Tableau
TextRazor
Xakia
greenID

Integrations

Adobe Acrobat Sign
Amazon Bedrock
Amazon QuickSight
Docusign
Google Docs
HighQ
HubSpot CRM
HubSpot Customer Platform
Kira
Microsoft Copilot
Microsoft Entra ID
Microsoft Power BI
NetDocuments
OpenAI
Salesforce
Stripe
Tableau
TextRazor
Xakia
greenID

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

Whitestein Technologies

Founded

1999

Country

Switzerland

Website

www.whitestein.com

Vendor Details

Company Name

Neota

Founded

2010

Country

United States

Website

www.neota.com

Product Features

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Financial CRM

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

erwin Evolve Reviews

erwin Evolve

Quest Software

Alternatives

VisiRule Reviews

VisiRule

Logic Programming Associates Ltd
SYDLE ONE Reviews

SYDLE ONE

SYDLE
Tungsten TotalAgility Reviews

Tungsten TotalAgility

Tungsten Automation