Union | platform Description

platform provides a digital core which supports smart automation, innovation and transformation. Modules such as client records, messaging and deal management, payments and accounting, allow you to manage important business processes. Cloud hosted, open-source agile architecture allows you to deliver efficient operations. platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core is a fully integrated front-to back infrastructure that allows financial services to be delivered. Your business will be able to adapt and scale without sacrificing reliability thanks to cutting-edge technology. Financial Services are changing rapidly. From client requirements to market forces and technology, the speed and scale for change is immense. Providers that rely on legacy systems are in danger of losing their competitive edge, while those who are digitally-advanced gain a competitive edge by providing long-term and immediate benefits.

Pricing

Free Trial:
Yes

Integrations

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

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

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

Media

Union | platform Screenshot 1
Recommended Products
Top Rated Business VoIP Provider for 2024 for as low as $20/mo*! Icon
Top Rated Business VoIP Provider for 2024 for as low as $20/mo*!

Message, video, and phone on any device. Trusted by over 400,000 businesses.

- Includes 100+ Premium Features
- Unlimited Calling, Faxing, SMS, Conferencing.

Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

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