Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Take control of your workload with ease
You can organize your tasks into streamlined processes that are compatible with your work style. Automate your processes to do more in a shorter time. Integrate your apps to keep all your information in synch across your entire business.
From: Losing sticky note, copying emails to everyone and spreadsheet to-do list, endless headaches.
To: All your work organized in one place. This can talk to all your apps and even do some work for you.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Dropbox
No
Gmail
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft 365
No
Microsoft Excel
No
Microsoft Outlook
No
Sage Accounting
No
Sage CRM
No
Xero
No
Integrations
Dropbox
Yes
Gmail
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Sage Accounting
Yes
Sage CRM
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
$15.99/month/user
Startup / Professional / Premium Packages. Please contact for Enterprise.
Licenses charged per user per month or 2000 API Requests
Licenses charged per user per month or 2000 API Requests
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Whitestein Technologies
Founded
1999
Country
Switzerland
Website
www.whitestein.com
Vendor Details
Company Name
LivePoint
Founded
2013
Country
United Kingdom
Website
www.swiftcase.co.uk
Product Features
Application Development
Access Controls/Permissions
Yes
Code Assistance
No
Code Refactoring
Yes
Collaboration Tools
Yes
Compatibility Testing
Yes
Data Modeling
Yes
Debugging
No
Deployment Management
Yes
Graphical User Interface
No
Mobile Development
No
No-Code
Yes
Reporting/Analytics
Yes
Software Development
No
Source Control
Yes
Testing Management
No
Version Control
No
Web App Development
No
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes