GoldenBasis Description

Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.

Integrations

API:
Yes, GoldenBasis has an API
No Integrations at this time

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Company Details

Company:
GoldenBasis
Headquarters:
United States
Website:
www.goldenbasis.com

Media

GoldenBasis Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Online Support

GoldenBasis Features and Options

Financial Services Software

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

GoldenBasis User Reviews

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