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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Sophisticated and user-friendly features link you to your members, establishing you as the representative of your digital branch. Through robust core integrations and efficient third-party connections, your members are treated to an exceptional, cohesive experience across various platforms. You will notice significant improvements in performance, reliability, and usability. In today's digital landscape, both you and your members face unprecedented data vulnerabilities. However, with security embedded into our architectural design, you can feel assured of your protection. Your data and that of your members are safeguarded. Quality digital experiences should be accessible to all financial institutions, not just the large ones. Compete effectively in the digital era with technology that benefits both you and your members while remaining budget-friendly. Our collaborative process spans from contract negotiation to the initial implementation stages. We will partner with you to flesh out the specifics of our collaboration, assist in vendor selection, and identify your unique needs for the new digital branch. Together, we will create a tailored digital solution that enhances engagement and security for all involved.

Description

TaskBranch offers flexible project management solutions with unlimited user access, specifically designed for marketing agencies to efficiently handle their projects online. You pay based on the project rather than the number of users, covering everything from the initial Kick-Off to the final Sign-Off and all tasks in between. This robust cloud-based platform allows digital teams to manage complex, multi-phase projects seamlessly in a single location. Unlike overly simplistic project management tools that can disrupt your project’s framework or your team's workflow, TaskBranch was developed with digital teams in mind. Initially created to enhance agency operations, it now supports various functions—from client reporting to project collaboration—ensuring projects remain on track, within budget, and easily accessible. TaskBranch is packed with features that simplify project management for agencies and freelancers alike, allowing for custom project phases and meticulous time tracking, ensuring every aspect of your project is monitored in one centralized location. You can customize each project according to the specific phases needed, which enhances overall efficiency and clarity in project execution.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SavvyMoney

Integrations

SavvyMoney

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
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

Mahalo Banking

Country

United States

Website

www.mahalobanking.com

Vendor Details

Company Name

TaskBranch

Founded

2020

Country

Canada

Website

taskbranch.com

Product Features

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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