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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SavvyMoney Yes 

Integrations

SavvyMoney No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
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 No 
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 Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management No 
Marketing Automation No 
Retail Banking No 
Single Sign On No 
Transaction Monitoring No 

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

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