CEBS

CEBS

Calyx Solutions UK Ltd
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About

Best Currency Exchange Software you can find in today's world. You focus on business, we manage the accounting & compliance CEBS makes sure you have the right checklist of KYC documents by setting up Simple Due Diligence, Customer Due Diligence and Enhanced Due Diligence as and when required. System alerts the cashier if the same customer is transacting above threshold. Customer name is searched against HMRC, UN, EUand US OFAC SDN sanctions list. Fast and intelligent are characteristics of CEBS. Before finalising the deal currency system tells you how much profit you may earn; system also notifies you what your current stock level is and alerts if you are trying to sell more than your stock value. Receipt and reports are precisely formatted and catered to give you real insights of your trading. And yes the system is Accountant friendly. Security of the system and protecting customer data is our prime motive. We carefully partner with service providers and do not share any data.

About

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Bureau de Change operators, Money Exchange companies

Audience

Organizations of all sizes and industries that respond to RFPs, RFIs and Questionnaires

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • We have been using the Currency Exchange Software for more than 3 years now. We are using the software for everyday transactions. Calculates profit against each selling transaction and reporting is one of the best. The best part is support, rate updates are hourly, Sanctions list updates every couple of weeks. We feel secure with the software.
  • It does what we bought it for. Our accountant is happy with the reports. And even the regulatory bodies during their audits they approved the software to be satisfactory. The My cashiers are using it for over 5 years now and never complained. The best part is we have one point of contact and he is available during our working hours on phone or on WhatsApp.
  • Our cashiers have been using CEBS for over 6 years now. There had been timely revisions to the software, compliance has got stronger and reporting is outstanding. We can fetch reports asked by accountant as well as regulatory bodies with ease. Whenever we need any changes to the system or even new reports, these are provided to us at earliest possible opportunity. Our team is happy with the software and the monthly reconciliation service we receive. Just to name a few, live rates, HMRC and OFAC sanctions list are updated regularly. And before I forget, we got dedicated operations manager from CEBS so we speak to one person always; not to automated answer machines.

Cons

  • Cannot think of any. The software is quite stable. There may be temporary hiccup only if any dependency is not working. For example, they changed the mid market rate provider feed last year, so it took few hours to restore normal service.
  • The older version which was 3 years back troubled us for once or twice; but never had an issue since the upgrade to web version.
  • Reports can be categorised, I cannot think of anything else as of now.

Pros & Cons from Real Users

Pros

  • All of the integrations that Responsive (formerly RFPIO) has allow our work to be as advanced as possible, with tools that serve to manage administrative sales processes and improve relationships with each target, processes oriented especially in the SSO, or simply to manage communication with other vendors.
  • The extent of integrations in Responsive goes so far that it is possible to manage all kinds of responses in the area of customer relationship management, SSO, and group communication management. Responsive shortens the process time to increase the sales success rate.

Cons

  • Responsive is difficult to program while covering interactive operations with customers, as its channel support is not optimal enough to allow us to continue structuring the work during calls. The software also lacks a tool to drag information into sales reports.
  • Responsive configuration is difficult to perform when working with material that requires a higher level of interactivity during management, such as material whose structure is configured through drag-and-drop tools.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Calyx Solutions UK Ltd
Founded: 2014
United Kingdom
www.calyx-solutions.com

Company Information

Responsive
Founded: 2015
United States
www.responsive.io

Alternatives

CurrencyXchanger (CXR)

CurrencyXchanger (CXR)

Clear View Systems Ltd.

Alternatives

Nexis Diligence

Nexis Diligence

LexisNexis
PackHedge™

PackHedge™

FinLab Solutions SA
GenVisory

GenVisory

DiligenceX GmbH

Categories

Categories

Currency Exchange Features

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

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

AccessOwl
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
Google Hangouts
Jira
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Okta
Pipedrive
Salesforce
Slack
Unleash

Integrations

AccessOwl
Box
Dropbox
Gmail
Google Calendar
Google Docs
Google Drive
Google Hangouts
Jira
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
Okta
Pipedrive
Salesforce
Slack
Unleash
Claim CEBS and update features and information
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