CaseHUB

CaseHUB

Quinte Financial Technologies Inc
+
+

Related Products

  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • 8am
    1,197 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Filevine
    577 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Polonious
    2 Ratings
    Visit Website
  • MOVEit
    625 Ratings
    Visit Website
  • HERE Enterprise Browser
    2 Ratings
    Visit Website
  • ManageEngine ServiceDesk Plus
    1,947 Ratings
    Visit Website

About

CaseHUB is an enterprise case management platform from Quinte Financial Technologies designed to help banks, credit unions, CUSOs, and fintech organizations manage high-accountability case workflows in a centralized system. The platform replaces fragmented tools and manual processes by providing policy-controlled workflows, structured documentation, regulatory timelines, and centralized audit trails for financial institutions. CaseHUB enables teams to manage cases with real-time visibility into ownership, SLAs, compliance checkpoints, and operational outcomes while reducing risk and improving accountability. The platform embeds automation orchestration and standardized workflows directly into daily operations to support more efficient case execution and examiner readiness. ServiceDESK, an embedded feature within CaseHUB, enhances workflow automation, operational insight, and user adoption by supporting service and performance management inside the platform.

About

Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.

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

Banks, credit unions, fintech companies, CUSOs, compliance teams, and financial institutions seeking enterprise case management and compliance workflow automation solutions

Audience

Teams wanting a solution to automate repetitive work and handle account transfers

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

No images available

Screenshots and Videos

Pricing

$10000
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quinte Financial Technologies Inc
Founded: 2019
United States
www.quinteft.com

Company Information

GoldenBasis
United States
www.goldenbasis.com

Alternatives

Alternatives

Sequence

Sequence

Chain
theb2bbank

theb2bbank

Payfree Financial Services
WIDTH

WIDTH

WIDTH Pte Ltd
AOPAY

AOPAY

AOPAY Technology

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim CaseHUB and update features and information
Claim CaseHUB and update features and information
Claim GoldenBasis and update features and information
Claim GoldenBasis and update features and information