Union | platform Description

Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.

Pricing

Free Trial:
Yes

Integrations

API:
Yes, Union | platform has an API
No Integrations at this time

Reviews

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Company Details

Company:
Union Financial Technologies
Year Founded:
2012
Headquarters:
Estonia
Website:
www.unionfintech.com/union-platform/

Media

Union | platform Screenshot 1
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Union | platform Features and Options

Banking Software

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Currency Exchange Software

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Union | platform User Reviews

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