Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
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D&B Credit Insights is a comprehensive credit monitoring solution tailored for small business owners who want full visibility and control over their business credit profile. It offers unlimited access to your Dun & Bradstreet credit file, including essential scores like PAYDEX®, Delinquency, Failure Score, and Supplier Evaluation Risk. Real-time alerts notify you instantly of any changes or legal events such as lawsuits, liens, or judgments that might impact your credit. The platform also enables you to benchmark your credit performance against competitors to set achievable goals and improve your financial health. Additional features include detailed payment history, financial statement comparisons, and integration with your business bank account for seamless updates. The higher-tier plans provide dark web monitoring and allow you to compare your credit alongside other companies. D&B Credit Insights helps you proactively manage your credit profile and make smarter business decisions. With a clear view of your credit data, you can boost trust with lenders, investors, and suppliers.
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iSoftpull
Concentrate your efforts on prospects who meet the credit criteria for closing deals, while minimizing focus on those unlikely to qualify. By dedicating time to opportunities that meet the necessary credit conditions, businesses often experience an uptick in sales and overall revenue. iSoftpull simplifies the process of determining whether a potential client has the creditworthiness required for financing. You can explore the software's capabilities by signing up for a complimentary demo account. With iSoftpull, companies can refine their sales and marketing strategies through immediate access to credit reports from TransUnion and Equifax. Understanding your customer’s credit score from the outset allows for the distribution of targeted marketing communications. This approach eliminates wasted advertising expenditures and other marketing resources on prospects who cannot qualify. Ultimately, leveraging accurate credit information helps businesses engage with prospects more effectively and improves their chances of closing successful deals.
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INFINIT
INFINIT is an AI-powered business operating system designed to help independent businesses manage operations, automate workflows, and access financial services from a centralized platform. The software combines inventory management, lead tracking, customer relationship management, sales tools, supplier sourcing, and marketing capabilities. Its inventory management features support product listings, multichannel publishing, stock performance monitoring, and profitability analysis. Intelligent sourcing tools help businesses identify available inventory, compare market prices, and evaluate purchasing opportunities. INFINIT provides AI employees that automate repetitive business processes, including customer communications, lead qualification, appointment scheduling, and follow-up activities. Its AI voice agent handles incoming calls using information about the business, available inventory, and appointment calendar. Financial management capabilities include business payment accounts, invoicing, transaction reconciliation, cash flow monitoring, and accounting tools. The platform also offers inventory financing through revolving credit lines and customer financing options that can be incorporated into the sales process. INFINIT provides a free operating system alongside paid plans with AI automation, business intelligence, payment services, and financing capabilities.
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