BehaviaScorto
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About
Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows.
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About
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies searching for a customer behavior analysis solution
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Audience
Any business that is need of finance technology to build and/or maintain their finance business and/or products.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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PricingCentrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationScorto
Founded: 2001
United States
www.scorto.com
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Company InformationCentrex Software
Founded: 2015
United States
www.centrexsoftware.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
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Financial CRM Features
Account Alerts
Supported
Asset Management
Not Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
Loan Origination Features
Amortization Schedule
Supported
Audit Trail
Supported
Closing Documents
Supported
Compliance Management
Not Supported
Customer Database
Supported
Digital Signature
Supported
Document Management
Supported
Fee Management
Supported
Loan Processing
Supported
Online Application
Supported
Loan Servicing Features
Accounting Management
Supported
Amortization Schedule
Supported
Application Management
Supported
Auto Loans
Supported
Automatic Funds Distribution
Supported
Business Loans
Supported
Collateral Tracking
Supported
Collections Management
Supported
Compliance Management
Supported
Construction Loans
Supported
Customer Database
Supported
Fee Management
Supported
Investor Management
Supported
Loan Processing
Supported
Student Loans
Supported
Mortgage and Loans Features
Amortization Schedule
Supported
Client Database
Supported
Closing Documents
Supported
Commercial Mortgages
Supported
Contact Management
Supported
Credit Reporting
Supported
Customer Statements
Supported
Document Management
Supported
Electronic Applications
Supported
Government Loans
Supported
Loan Origination
Supported
Loan Servicing
Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Supported
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Integrations
Actum Processing
Not Supported
Decision Logic
Not Supported
Gmail
Not Supported
Microsoft 365
Not Supported
Plaid
Not Supported
SendGrid
Not Supported
Snowflake
Not Supported
Spinify
Not Supported
Spinwheel
Not Supported
TransUnion Collections Management
Not Supported
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Integrations
Actum Processing
Supported
Decision Logic
Supported
Gmail
Supported
Microsoft 365
Supported
Plaid
Supported
SendGrid
Supported
Snowflake
Supported
Spinify
Supported
Spinwheel
Supported
TransUnion Collections Management
Supported
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