Alternatives to VeriTouch

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

FPS GOLD has been providing core and mobile banking, online banking, wire transfer software and a content management system for financial institutions for more than 55 years. FPS GOLD's mission is to help financial institutions succeed, profit, and thrive through flexible, robust software that's paired up with unmatched customer support. FPS Gold is more than just software. We actually care. We don't want you to doubt us. It's possible to test it yourself.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Customers are demanding more. Banks should be able to identify customer needs faster than their competitors and balance them with bank's business objectives. Banks should make more profit from existing customers as acquisition costs rise. It helps improve business profitability by making more efficient decisions. Design, implementation, and management of customer relationships strategies. Based on customer behavior, cross-sell and up-sell support is possible. There is no limit on the number of users or the number of decisions/workflows.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Our customers are as diverse as zeb.control. We offer customized solutions for banks, FinTechs, and insurance companies in the area control. These solutions can be used on-site or in the cloud. Although the era of zero interest rates seems to be over banks are not currently dealing with a gradual and isolated rate increase. How will these developments impact European banks? How do capital markets evaluate the new opportunities for the sector and what is the total impact on them? zeb.control provides the foundation for efficient house management. The integrated solution will support you in fulfilling your bank's transformation functions. It can be used to control income and risk from the top management to plan and analyze customer and account accounts. Our bank management system can be customized to meet your specific needs.

With the help of an easy-to-use and scalable online account opening software, you can accelerate customer acquisition, optimize costs, lower abandonment rates, and deliver a superior user experience. A portal-based solution built on a low-code digital automation platform will intuitively guide customers through the process. Your account opening interface should be intelligent and responsive. Customers can initiate, pause and complete their application via any combination of channels, without worrying about losing their data. Your employees should be able to cross-sell and upsell products based upon customers' changing needs.

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.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

Reduce loan turn-around times, increase team capacity, automate manual checks, and eliminate compliance risk. Encapture is trusted by innovative financial institutions to increase efficiency, so they can focus their efforts on growing their business. Machine learning can enhance your digital experience. Auto-validating supporting documentation can reduce processing times and provide immediate feedback. Eliminating manual data entry and verification tasks will improve loan margins and lower overhead costs. We listen to customers, spend time understanding your business processes and provide data about the financial impact. Our solution can be tailored to your business process and use case, not the opposite.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Geezeo is a trusted platform that delivers the best digital banking experience. Our platform can be seamlessly integrated into your digital banking system and supports over 500 forward-thinking credit unions and banks. Geezeo creates the most flexible and powerful tools for digital banking. Geezeo's product APIs and Responsive tiles, as well as unmatched data analytics, will help you create the best digital banking experience for your customers. Geezeo's data enrichment, best customer experience, and targeted marketing are a benefit to financial institutions with more than 7 million users. Geezeo Platform provides powerful insights into your customers' transactions and delivers targeted product offers. It also engages customers.

Our core banking solutions are award-winning and have the functionality you would expect to meet the most complex and challenging banking regulations. They incorporate the most recent innovations to maximize operational efficiency, reduce costs, ensure compliance, and speed to market. They offer cutting-edge real time analytics that provide insights to develop timely and relevant products or services. These insights can be combined with our market-leading digital channels solutions. Your institution will become a customer-centric, sales-oriented machine with the help of the connected front-end, back-office, and middleware. Learn how to engineer your critical processes around the most important stakeholder, your customer. You can choose an agile platform that is open, cutting-edge, and flexible. It will help you deliver the best customer experience and employee experience, drive sustainable development, and deliver innovative solutions for teamwork, partnership, and collaboration.

Intuitive. Smart. Complete. Your business will reach the next level with Mortgage iQ. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform has the power to meet all your departments' needs. Mortgage iQ CRM improves your efficiency. Mortgage iQ CRM's list management capabilities allow you to focus your attention on the relationships that are important. Mortgage iQ will do the driving. Our team can assist you in establishing strategic touch points campaigns or tracks for borrowers, transactions and Realtors in your database. For high impact, create beautiful templates. The powerful and easy-to-use Template editor allows you to create stunning emails for mass email, drip campaigns, or single-use. It is a requirement for top originators. It is your right.

MeridianLink Opening, formerly XpressAccounts, is a trusted online account-opening platform. Customers can open new accounts with this software in minutes. It removes all friction points and integrates with a variety financial and loan products. MeridianLink Opening can be used in conjunction with MeridianLink Consumer, formerly LoansPQ or MeridianLink Mortgage fka LendingQB. It helps improve customer satisfaction during the account opening process. Call 866-919-0441. MeridianLink Opening offers robust functionality, including identity verification, OFAC checks and e-signature. It also has core system connectivity and core system connectivity. This allows customers and members to be more satisfied from account creation through application initiation. Integration with MeridianLink Consumer or MeridianLink Portal is seamless. This allows for deeper member and customer relationships and cross-selling capabilities.

Quantifi provides risk, analytics, and trading solutions to the global financial markets as well as the commodities industry. Quantifi is trusted worldwide by the most sophisticated financial institutions, including five out of the six largest global banks, two out of the three largest asset mangers, leading hedge funds, pension funds, and other market participants, including one of the biggest global commodity firms. Quantifi's integrated framework provides accurate analytics, comprehensive risk management and cross-asset trade, front-to back operations, position management and market, credit, counterparty, liquidity risk management, margining and regulatory reporting. Quantifi's latest technology innovations allow for new levels of usability and flexibility. This results in a significantly lower time to market, lower total costs of ownership, and significant improvements in operational efficiency.

Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.

Co B I S Banking Software offers Smart Effortless Banking Functions, Quick Financial Reporting, and Ease of Banking Institution Management. This will allow you to improve your in-house productivity and customer satisfaction. Our cloud banking system is used by financial institutions around the world and allows you to quickly launch new products & services.

>PrintMail eStatements can save you money >A higher adoption rate that the industry average >Single sign on integration with most online banks >Provide DDA, Savings and Loans, Notices, Taxes, Taxes, and Other Documents >Revenue-driving, targeted Click-through Ads >Mobile device access and SMS text capability

Universa combines industry best practice and cutting-edge technology to create a comprehensive system for your Credit Union, Bank, Trust, or other financial institution. It is built on the proven capabilities of mature and seasoned banking platforms and combined with the latest technology and best practices in the industry, it has evolved to a leading-edge browser-based, all-encompassing system. Universa offers a core set features, but can be customized to meet your specific needs. Universa supports third-party interfaces, such as Automated Teller Machines and Point of Sale interfaces. Credit bureaus, insurance companies, and other institutions are also supported. Extend the reach of traditional banks and credit unions by using alternative delivery channels. The use of new technologies can improve efficiency, reduce operational costs, and provide better services for customers.

Engage helps Financial Institutions meet customer needs with confidence, despite changing customer expectations and new types of competitors. Engage is a comprehensive, end to end solution for card, account, and consumer lending marketing automation. It helps you understand your customers and what they want. Engage provides revenue-driving opportunities for your organization. It allows you to target your audience with relevant communications and measure the impact on your bottom line. Engage combines your data with 3rd-party data to provide cutting-edge decisioning tools and marketing engines. This eliminates the need for IT data pulling, sorting, or manual reporting for marketing campaigns. It also improves the client experience and efficiency of your lending growth efforts by integrating with MeridianLink Consumer loan origination software, and MeridianLink Portal.

FinnOne Neo is the next generation of lending solutions built on an advanced technology platform. It is designed to change the future of lending in the Retail, Corporate, and Islamic sectors. The multi-channel solution digitizes the entire loan lifecycle, from initial contact with customers to helping to make better credit decisions quicker to comprehensive loan servicing and sophisticated debt management. FinnOne Neo was created to address the challenges of providing efficient and agile solutions while reducing costs. FinnOne Neo has been implemented in 50 countries and has been the best-selling lending solution worldwide for more than 10 years. FinnOne Neo is compatible with both cloud and on-premise deployments. It can be quickly deployed in partnership with top cloud providers without requiring significant upfront capital expenditure. Cloud deployment allows for flexibility and scale while optimizing costs through pay-per-use models.

NCR can reintegrate your technology to make your branches more efficient, your apps more popular, and your platform API-first. This will allow you to innovate quickly. Customers want to be able to bank after-hours. You want to lower the cost of service. Digital can help you do this. We connect all your technology so that your customers have the best experience no matter where they are. Your staff will also benefit. Your staff will also find it easier. You'll be a pioneer in the digital revolution with our software, hardware, and services. Your customers and members will love it, whether you're in retail or business banking. It will also show in your revenue. Can customers and members communicate with teller via video? Can you extend hours without increasing staff or costs? Your tech can help you compete with big banks, no matter how large they are. You can transform with NCR if you want.

Integrating software to digitally transform corporate services, trust and fund managers. Supporting the industry's needs from small, local providers to large multi-jurisdictional organisations. Global experience and expertise in implementation across key onshore, offshore and midshore jurisdictions. Global user community that is diverse and growing to support solution innovation. You can choose from a wide range of business consulting services that will meet your changing and growing needs. Technical consulting services that provide flexible technical solutions for getting the most out of our software. For your business, we offer 24/7 global support. TrustQuay has the best product range, global coverage, and highest targeted R&D spending in the trust, corporate service, and alternative fund administration markets. This position is unique and will help clients maximize efficiencies, reduce costs and ensure compliance, and create new revenue opportunities.

Integration with other systems through gravity architecture to achieve digital transformation within organizations. For a quality business that is scalable and sustainable, automated, flexible and results-oriented processes are required. Integrated content management with processes to create and maintain large volumes structured, up-to date and reliable data. CRM 360 for customer and partner relationships: better management, greater sales, and greater retention. Real-time data analysis in charts and extractions - to simplify visual management, provide insight and support decision-making. Your other areas should be oriented towards a strategy that integrates procurement, marketing, IT logistics, legal and legal processes. Your administrative processes can be made more efficient, from purchasing to reimbursements, and your team's performance will improve. Automate your HR department to manage the entire process, from admission through dismissal.

Our pricing structure is flexible and affordable, allowing MFIs to profit regardless of their size. Optimize your software for microfinance environments to take your software to the next level. We'll help you find the right solution for you. OpenCBS considers the user at all stages of the development process. OpenCBS Cloud is a flexible, scalable Core Banking System that can be deployed in weeks instead of months or years as with legacy Core Banking Systems. OpenCBS Cloud's user-friendly interface makes it easy for financial institution employees to complete their tasks efficiently. The system is ideal for Microfinance Institutions and Cooperative Financial Institutions as well as medium-sized banks. It also includes all the key back-office and front-office features.

VeriChannel is a secure and unified platform which enables organizations to manage seamless and consistent customer journeys, across multiple touch points including web, mobile and kiosks, as well as ATMs. Customers and staff can use the system on devices of different sizes and resolutions with fully responsive user interfaces. VeriChannel is a reliable, scalable platform that sits on existing IT systems. It allows for a secure integration with disparate applications. VeriChannel's ready-to-go architecture and ready-to-use solutions allow it to be re-used on all channels. This reduces application development and maintenance costs. VeriChannel allows you to repurpose legacy applications without having to rebuild them from scratch. You can integrate content, data and functionality into new presentation layers or customer experiences.

Software solution that adapts to your business processes and provides operational control, risk mitigation, and efficiency. We have extensive industry experience and can help Financial Institutions gain an edge by delivering operational transformations and leading to the digital future. Banks have the advantage of digitally operating in innovative ways. This allows them to improve the customer service process and is a competitive advantage. Banks can influence customer behavior by simplifying product management and introducing new products. This includes credit lines, card accounts and deposits. End customers are most interested in online banking services, as well as Client cash management and new digital payment channels. End-customer satisfaction can be achieved by adding user-friendly enhancements to the service and providing value-added services.

Omnibanca is a product which accelerates digital transformation. It provides traditional digital channels such as web banking and mobile banking. However, it also offers any digital channel, including wacht, IOT and on-boarding. It is an omnichannel client. It can integrate with all legacy systems. It includes a powerful API manager, multilanguage, currency, and company. Omnibanca streamlines the process of adapting your financial institution to new technology. Omnibanca consolidates core systems and new fintech capabilities into one product. Omnibanca connects all channels to back-end applications, making it easy for customers to access all services and unifying their data.

Streamlining and digitizing your processes can help you achieve operational efficiency that anticipates the needs of your clients. Private bankers and wealth managers can tailor their services to their clients' needs with automated and streamlined processes. Offering alternative investments options (REITs and SRIs, ESG investment, private equity, philanthropy and cryptocurrencies, etc. It is crucial to customer retention and acquisition in an environment where there are many opportunities for diversification of investment services. Face-to-face interaction has become less popular in the relationship between wealth managers and clients. However, bespoke investment recommendations based on risk profile, life goals, and preferences are still a high-value requirement. It is crucial to provide personalised, omnichannel digital services that are tailored to the individual customer throughout their entire lifecycle. This will help them meet their convenience and time-saving needs.

Customers today expect more personal and convenient services. Financial institutions partner with First Data in order to make every customer interaction more valuable. First Data's simple-to-use banking tools allow you to satisfy your customers' needs for greater convenience and security. Our complete solution suite for merchant customers and consumers will help you to build relationships and take advantage of new opportunities for growth. Our products enable financial institutions to offer electronic commerce that is faster, safer, more efficient, and smarter. Here is your path to personalized banking. First Data offers a single, consolidated platform for all your payment cards, loans and prepaid products. OmniPay, First Data's multicurrency, multicountry acquiring technology, is the best choice for efficient, cost-effective payment processing.

This solution was created to meet the increasing demands of modern financial institutions around world. Finzsoft's modular solution framework (Sovereign) can be used as a standalone or integrated system. We provide tailor-made solutions that meet the changing needs of a dynamic financial services industry. Streamlining the customer journey can help you generate new business. Secure mobile and web banking solutions, as well as native apps for smartphones, offer a variety of engaging customer channels that are tailored to your brand and your customers. Transactable banking is possible with a wide range of current, term, savings, and portfolio accounts. This will allow you to offer your customers transactional banking capabilities. Unsurpassed integration, automation, reporting, communication, and unified communications. You can reduce your costs by improving arrears and collections processing performance.

A Core Banking application is essential to the success of any financial institution. It allows real-time banking operations to be centralized and accessible across multiple channels of customer service. Most banks currently use Core Banking applications to support operations via the Centralized Online Real-Time Exchange. This means that all banks have access to applications for central data sources. Topaz is a powerful Core Banking app developed by Stefanini. It is cross-platform, highly parameterizable and robust, robust, scalable, and easy to integrate. It allows online account operations and compliance to all regulatory requirements. Data parameterization makes it easy to implement new products and services quickly, efficiently, and at a lower price. You can strengthen your relationships with your customers, increase productivity, and improve the management your information.

Finacle, an industry-leading digital bank solution suite from EdgeVerve Systems is a wholly-owned product subsidiary of Infosys. Finacle assists financial institutions, both established and new, to drive true digital transformation. It helps them achieve frictionless customer experiences and a larger ecosystem. It also provides insights-driven interactions, ubiquitous automation, and greater customer engagement. Finacle is used by banks in more than 100 countries to serve over a billion customers and 1.3 billion accounts.

Streamline Reg E Dispute Management Using process automation, compliant letter, digital signatures and reduced dispute processing time by 90% Streamline CDD, CIP, and Loan exception management using automated deadline alerts, electronic lists, and compliant letters to speed up correction processing. FINBOA assists banks and credit unions to transform their back-office in order to improve operational efficiency, compliance accuracy, customer experience, and reduce costs. FINBOA is a cloud-based automation platform that provides an easy-to use, cost-effective, and proven workflow solution.

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

Axxiome is a global solution provider for the financial industry. It focuses on advisory in banking and complex insurance analysis. Axxiome assists financial institutions in achieving clarity from a business perspective. It uses its proprietary products, expertise, and methods to help them integrate technology and improve their portfolio. Axiome is committed in supporting tangible business outcomes such as new business operating models and regulatory agility, increased efficiency, transformation of customer channels, and a lower total cost of ownership. Axxiome brings the best integration and execution experience to help turn strategy into reality. This is combined with industry knowledge and years of strategic business consulting. Our clients get a solid, comprehensive perspective and value as a result.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

You can create your own digital financial institution using our core platform. Bricknode Core and its API can be used as a framework for building your own financial business. Bricknode's cloud-based platform is scalable and can be compared to the infrastructure or plumbing of financial operations. Our goal is to enable both established financial institutions as well as startups to digitalize and create value for customers. Everything is cloud-based. You can extend the functionality of Bricknode broker by activating modules and applications in our Marketplace. Bricknode Core's back office module is its core interface. You can manage customers, financial instruments and orders from this module. You can also enable specialized add-ons that will automate your back office operations.

MadeMarket's deal management CRM makes it easy for investment bankers manage their contacts and deals. MadeMarket is a great tool for investment banks to achieve real results. MadeMarket is a favorite tool for investment bankers, from boutiques to large-scale banks. You can focus on your transactions faster and easier with MadeMarket. You can quickly and easily advance deals with your team, and see the progress of your transactions from any location. Instantly see the information you care about. You can see everything, from contact details and key relationships to transaction preferences or history. You will gain powerful insights into the value of your pipeline, how transactions progress, and the most active relationships. All this without having to lift a finger. MadeMarket will help grow your business and improve your team's performance. MadeMarket was designed specifically for the investment banking workflow. MadeMarket can help your advisory firm be more efficient, regardless of whether it focuses on the sell-side or the buy-side.

To accelerate your growth, measure and track your sales and business. Skale Customer Revenue Management Platform streamlines the sales process, allowing brokers to increase their sales staff from 6 to 600 in just 12 months. Automate client interactions to reduce acquisition costs. You can rest easy knowing that your clients' information is secure. How to increase revenue by $2M to $8M in 12 Months using an in-house sales team without compromising security, privacy, and risk. To maintain stability, you must keep track of compliance and regulatory requirements. Skale Customer Revenue Management Platform internal auditors will save you time and reduce your monthly travel time to 1-2 days. Skale Forex CRM gives you everything you need to trade immediately. Marketing, sales & retention. Fully transparent MT4 integration. PSPs. And many other FinTech tools. Skale CRM can be customized in hours, rather than days, maximising profits and minimizing risk.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

Maximize financial visibility, profitability. Assess your business's health, improve financial controls, make timely decisions to drive agility, growth, and financial reporting. Integrate financials into core business processes to automate tedious and time-consuming tasks, increase user productivity, support evolving business models and maximize financial performance. Process automation, budget control, financial planning and analysis, as well as process automation, can help you reduce costs and optimize spending across different business geographies. With a chart of accounts that is based on rules and a service that does not require code configuration, you can quickly adapt to new financial and legal requirements. This allows you to simplify regulatory reporting, electronic billing, and global payments. Dynamics 365 Finance is helping customers optimize their financial operations.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

VeriBranch connects directly to back-office customer systems, allowing banks to streamline their business processes. Bank tellers, advisors, and sellers can quickly access customer information to facilitate transactions such as loan origination and financial planning. This allows them to become high-value sales centers. VeriBranch Teller, Seller, and Advisor modules make it easier for customers and bank employees to complete tasks faster. This allows both parties to initiate higher-level interactions. VeriBranch is the infrastructure for the Omni-channel structure of the digital and smart branch concept. VeriBranch Advisor, Seller, and Teller modules make it easier for customers and bank employees to complete tasks faster. This allows both parties to engage in higher-level interactions. VeriBranch's digital and advanced technologies enable an Omni-Channel experience.

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

FTS can help you to gain a complete understanding of your clients by using the financial data of customers. This allows you to create customized, needs-based offers that will dramatically improve customer experience. Machine learning can help you analyze real-time financial data to improve customer understanding. Access to account information allows for real-time decision making. Improve customer understanding by accessing structured financial data. Intelligent online payments for maximum reliability. Our digital bank statement allows us to make fully digital and automated financing decisions. You can transfer risk characteristics that are relevant to the payment to reduce the risk of fraud or creditworthiness for direct debits and installment payments. You can make a difference with a transfer system that suits your personal style.