Digital Onboarding vs. VisualSP Comparison Chart

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.

SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence.

Kontainer is the leading platform for intuitive, user-friendly Digital Asset Management (DAM) and Product Information Management (PIM). Our customizable, plug-and-play solutions help teams save time, reduce workload, and ensure brand consistency while keeping files and data secure. Seamlessly integrate Kontainer with your existing tech stack, including CMS, CRM, ERP, e-commerce, and marketing platforms, to simplify asset and data management across channels. Features include: DAM, PIM, photo consent tools, brand guidelines, AI tagging, product text generation and translation, custom formatting, approval workflows, smart search, GDPR compliance, sales tools, and branded landing pages. With over 20 years of experience, we provide expert guidance for a smooth and successful implementation. Book a free demo and discover how Kontainer can support your team.

Digital Adoption and User Training in One Solution. ClickLearn is a Digital Adoption Platform, which captures work processes in enterprise software. The platform auto-produces learning content in 7 formats and 45 languages, creates a customizable e-learning portal and keeps documentation current with automatic updates. The unique recording technology behind ClickLearn saves time and ensures that users are successfully onboarded into your business software by automating the process of creating training material and documentation. When processes are recorded using ClickLearn, with a single click customers can produce step-by-step instructions, virtual assistance, e-learning, and interactive process videos in more than 45 languages. And with each software release, customers can automatically update their content including screenshots with a click of a button. It is easy to get started, with no complexity and no infrastructure is required.

MeridianLink® Opening simplifies and accelerates digital account opening with a streamlined platform built for speed, security, and scalability. It supports a full suite of deposit products—checking, savings, CDs, and IRAs—while delivering a consistent, omnichannel experience across all channels. Through seamless integration with core and digital banking systems, as well as hundreds of trusted third-party providers, it automates data entry, ID verification, credit checks, and fraud protection. Flexible workflows and intelligent decisioning help institutions increase conversions, reduce abandonment, and cross-sell more effectively—all while supporting compliance and a frictionless consumer experience. Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.

Streamline your customer flow with our SMS-powered waitlist, reservations, and queue management app for restaurants, health care providers, and many other businesses. * Customers can add themselves to your list via an embeddable widget, web page, or SMS message. Or you can turn this off. * Online reservations/appointments, customizable for restaurants, personal services, retail, entertainment, DMVs, and more. * Easily text guests when you're ready for them. Choose from a variety of customizable automated messages, or open up a 1:1 SMS chat. * Use other software for appointments? No problem. Upload reservations or use our API, then you can still manage your customer flow and messaging within our app. * Integrates with Square POS and Weebly to easily send texts when an order is ready. *No app for you or your customers to download.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.

BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures.

Business banking made for America. Business builders asked for better banking. So we built North One. Open an account in minutes. Building your business, creating jobs and serving your community is what you do. It’s hard work. North One makes the hardest parts of running your business easy. Focus on the road ahead, we’ve got your back. North One is proudly built for small businesses, startups and freelancers across America. Make payments easily, keep tabs on your money and put your finances on autopilot through smart integrations with the tools you’re already using. North One was built to make managing money easy so you can focus on running your business. No more branches. No more lines. No more paperwork. Get complete access to your North One Account from your phone or computer, wherever your business takes you. Create Envelopes for taxes, payroll, rent, and anything else automatically.

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services.