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Related Products
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Banker's Dashboard
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
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Plaid
Plaid is a global data network that powers the tools millions of people rely on to live a healthier financial life. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud.
Plaid works with over 8,000 companies including fintechs like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the US, Canada, UK and Europe.
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Predict360
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.
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ConnectWise Identify Assessment
When it comes to cybersecurity, what your clients don’t know can really hurt them. And believe it or not, keep them safe starts with asking questions. With ConnectWise Identify Assessment, get access to risk assessment backed by the NIST Cybersecurity Framework to uncover risks across your client’s entire business, not just their networks. With a clearly defined, easy-to-read risk report in hand, you can start having meaningful security conversations that can get you on the path of keeping your clients protected from every angle. Choose from two assessment levels to cover every client’s need, from the Essentials to cover the basics to our Comprehensive Assessment to dive deeper to uncover additional risks. Our intuitive heat map shows you your client’s overall risk level and priority to address risks based on probability and financial impact. Each report includes remediation recommendations to help you create a revenue-generating action plan.
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ConnectWise Cybersecurity Management
Define and Deliver Comprehensive Cybersecurity Services. Security threats continue to grow, and your clients are most likely at risk. Small- to medium-sized businesses (SMBs) are targeted by 64% of all cyberattacks, and 62% of them admit lacking in-house expertise to deal with security issues. Now technology solution providers (TSPs) are a prime target. Enter ConnectWise Cybersecurity Management (formerly ConnectWise Fortify) — the advanced cybersecurity solution you need to deliver the managed detection and response protection your clients require. Whether you’re talking to prospects or clients, we provide you with the right insights and data to support your cybersecurity conversation. From client-facing reports to technical guidance, we reduce the noise by guiding you through what’s really needed to demonstrate the value of enhanced strategy.
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BrightGauge
BrightGauge, a ConnectWise solution, was started in 2011 to fill a missing need in the small-to-medium IT Services industry: a better way to manage data and provide the value of work to clients. BrightGauge Software allows you to display all of your important business metrics in one place through the use of gauges, dashboards, and client reports. Used by more than 1,800 companies worldwide, BrightGauge integrates with popular business solutions on the market, like ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, Smileback, and so many more. Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge automatically computes these formulas for you. Want to show your prospects how quick you are to respond to tickets? Show off your data with embeddable gauges on public sites.
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PowerVista RollCall
PowerVista RollCall is designed for vocational, professional, trade, continuing and adult education organizations. RollCall streamlines management from admissions through alumni with invoicing, certificate/ degree program tracking, finance tracking, customizable data elements/ built-in report writer/ built-in forms writer and instantly available accreditation statistics. Mix and match distance and traditional classroom learning. Install RollCall on your office network server with access via network client/browser or in a remotely hosted implementation with browser access. Integrate RollCall web portals to provide web browser access to students and prospects for on-line application, on-line registration, on-line payments, grading, viewing schedule, memo transcripts and complete reporting. Integrates with Quickbooks and Moodle.
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SalesBuilder CRM
SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured.
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Kochava
Advertisers worldwide use Kochava to measure what matters most across any channel, any device, and any audience. Founded in 2011 as one of the first mobile measurement partners (MMPs), Kochava now supports campaign measurement on mobile and beyond. Tap into multi-touch attribution, modern MMM, and always-on incremental measurement disciplines to achieve a data-driven, privacy-durable growth strategy. Know which omnichannel tactics drive customer acquisition and retention across connected devices.
Key features include: omnichannel app attribution & analytics, cost & ROI measurement, deep linking, marketing data management & ETL support, ad fraud detection & prevention, and strategic services. The Kochava library of software development kits (SDKs) provide out-of-the-box measurement support across mobile, CTV, web, and other connected devices. Built-in integrations enable clients to activate and measure campaigns with thousands of ad networks, CTV platforms, publishers & more.
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Zoho SalesIQ
Zoho SalesIQ is an all-in-one customer engagement, live chat, and analytics platform. It unifies your marketing, sales, and customer support efforts providing your customers a great experience, and boosting business growth. Get to know your prospects better and initiate the right conversation with them at exactly the right time.
SalesIQ is optimized to suit the customer communication needs of B2B and B2C businesses of all sizes. It is equipped with built-in audio calling, screen sharing, visitor information, lead identification, a drag-and-drop custom bot builder, an AI-driven chatbot with a human touch that automates your customer engagement, and much more.
It is trusted by over 450,000 businesses, including giants like Mahindra & Mahindra, Renault, IIFL, Suzuki, Zee5, Fluitec, and Borner Corp. to serve their customers at every stage of the customer lifecycle.
We have a live chat software starting at $0 that scales with your business without burning a hole in your pocket.
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