Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
McKenzie Chase Management (MCM) has a rich history that is deeply intertwined with the Work Opportunity Tax Credit (WOTC) program, boasting 36 years of expertise in the field. The primary aim of MCM is to assist clients in securing advantageous employer tax credits during the hiring process. Our services cater to a diverse array of employers, with a particular emphasis on sectors such as agriculture, security, and hospitality. Initially founded in 1982 in Seattle, McKenzie Chase Management began its journey by supporting the Targeted Job Tax Credit (TJTC) in the Northwest. The WOTC program was established on October 1, 1996, to incentivize employers to hire individuals from certain target demographics, which the U.S. government has recognized as having historically elevated unemployment rates. Following the rollout of the WOTC program to our clientele in 1996, MCM transitioned online in 2009, launching Electronic Tax Credits that featured a user-friendly, rapid tax credit system allowing applicants to complete the process in under two minutes. This innovative approach has significantly enhanced our clients’ ability to navigate tax credit applications efficiently while maximizing their potential benefits.
Description
SavvyMoney offers a comprehensive digital platform for financial wellness and credit score management, designed specifically for financial institutions to provide their clients with complimentary access to real-time credit scores, complete credit reports, and daily monitoring without affecting the user's credit score. This innovative platform allows users to examine the essential factors impacting their credit, test various actions (like paying off a balance), and discover customized loan and credit card offers that match their financial profile. Integrated effortlessly into both online and mobile banking systems, it caters to the needs of banks and credit unions alike, and utilizes analytics to aid financial institutions in recognizing behavioral patterns, identifying wallet-share deficiencies, and uncovering opportunities for targeted marketing initiatives. SavvyMoney prioritizes consumer education and empowerment by alerting users to important changes in their credit file, such as new accounts, address modifications, or delinquent payments, while also providing practical advice for enhancing credit health. Furthermore, the platform's commitment to user engagement ensures that individuals remain informed and proactive in managing their financial futures.
API Access
Has API
No
API Access
Has API
No
Integrations
Alkami Digital Banking Platform
No
Alogent
No
Backbase
No
Candescent Digital Banking
No
Connect
No
Constellation
No
FIS Asset Finance
No
Finastra Essence
No
Fiserv
No
Lumin Digital
No
Integrations
Alkami Digital Banking Platform
Yes
Alogent
Yes
Backbase
Yes
Candescent Digital Banking
Yes
Connect
Yes
Constellation
Yes
FIS Asset Finance
Yes
Finastra Essence
Yes
Fiserv
Yes
Lumin Digital
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Mckenzie Chase Management
Founded
1982
Country
United States
Website
www.mckenziechase.com
Vendor Details
Company Name
SavvyMoney
Founded
2009
Country
United States
Website
www.savvymoney.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes