AgentCubed vs. FINEOS Comparison Chart

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model. Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class. Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services. Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.

CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

DocTract revolutionizes how organizations leverage key documents through a dedicated cloud solution with advanced collaboration capabilities . Policy Management, Procedure Management and Contract Management transform into true value added processes that directly enable organizations to collaborate, deploy and secure key documents . DocTract understands the special requirements needed to process Policies, Procedures, SOPs and Contracts. Built-in capabilities assist throughout the process from collaborating on revisions to approval levels and electronic signatures.

SuperOps is a future-ready, unified PSA-RMM platform for fast-growing MSPs. Powered with the goodness of AI and intelligent automation, SuperOps is packed with all the features and tools that a modern MSP needs, including project management and IT documentation. MSPs no longer need to toggle between tools to manage different pieces of their work. With SuperOps, MSPs can break free from disjointed, legacy tools and experience a platform that’s built for the cloud and designed to make MSPs’ work and life easier.

Onspring is an award-winning GRC automation and reporting software. Our SaaS platform is known for flexibility and ease of use for end-users and administrators. Simple, no-code, drag-and-drop functionality makes it easy to create new applications, workflows, and reports independently without IT or developers. - Manage a centralized risk register with multiple hierarchies - Keep tabs on financial impacts & probabilities based on risk tolerance - Capture & relate financial, operational, reputational & third-party risks - Map controls to regulations, frameworks, incidents & risks - Remediate findings through workflows or the POA&M process Ready-made products get you started in as quickly as 30 days: - Governance, Risk & Compliance Suite - Risk Management - Third-party Risk - Controls & Compliance - Audit & Assurance - Policy Lifecycles - CMMC - BC/DR FedRAMP moderate environment available.

Satori is a Data Security Platform (DSP) that enables self-service data and analytics. Unlike the traditional manual data access process, with Satori, users have a personal data portal where they can see all available datasets and gain immediate access to them. Satori’s DSP dynamically applies the appropriate security and access policies, and the users get secure data access in seconds instead of weeks. Satori’s comprehensive DSP manages access, permissions, security, and compliance policies - all from a single console. Satori continuously discovers sensitive data across data stores and dynamically tracks data usage while applying relevant security policies. Satori enables data teams to scale effective data usage across the organization while meeting all data security and compliance requirements.

Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results. Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more. Want to close MORE deals FASTER? It's time for Lofty!

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.