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About

Eisen is the first escheatment automation solution that proactively manages account offboarding by unifying escheatment, disbursement, and outreach into a single platform. It streamlines compliance with state-by-state unclaimed property regulations by identifying inactive and dormant accounts, tracking and resolving stale checks, automating large-scale wind-down disbursements, and managing force-out closures, with comprehensive audit trails and an accuracy guarantee. It connects seamlessly to existing data systems through a growing library of integrations, quantifies risk in real time, and provides proactive customer outreach to prevent accounts from becoming liabilities. By automating every step, from data ingestion and risk assessment to personalized communications and payment execution, Eisen keeps financial institutions ahead of regulatory deadlines, reduces manual effort, and mitigates costly penalties associated with escheatment.

About

Endear is a an AI-powered retail CRM and clienteling platform that puts customer intelligence directly in the hands of brands and their store associates. Deployed across more than 2,000 locations worldwide, the platform consolidates customer data into unified profiles and uses AI to surface actionable outreach recommendations that tell reps who to contact, why now, and with what message. Native support for SMS, email, and WhatsApp means outreach happens without switching tools, and every interaction is automatically tracked and tied to revenue. For retail tech and operations teams, Endear slots into existing workflows and delivers clear attribution data, turning store-level activity into quantifiable pipeline. The platform has contributed to over $1 billion in attributed sales, with the reporting to back it up.

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

Compliance and operations teams at regulated financial institutions requiring a solution to manage escheatment, disbursement, and customer outreach for dormant accounts and unclaimed property

Audience

Businesses wanting a solution to increase traffic, streamline customer engagement, and drive sales

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

$350/mo
For complete pricing information, please visit our website.
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

Eisen
Founded: 2021
United States
www.witheisen.com

Company Information

Endear
Founded: 2016
United States
endearhq.com

Alternatives

Alternatives

AUPTC

AUPTC

DMA
KAPS

KAPS

Kelmar

Categories

Categories

Integrations

Alloy
Attentive
Emarsys
Gladly
Google Cloud BigQuery
Gorgias
Heartland Retail
Hemi
Iterable
Klaviyo
Kustomer
Microsoft Dynamics 365
NewStore
ReturnPro
Shopify
Square POS
Teamwork Commerce
Vend
WhatsApp
Zapier

Integrations

Alloy
Attentive
Emarsys
Gladly
Google Cloud BigQuery
Gorgias
Heartland Retail
Hemi
Iterable
Klaviyo
Kustomer
Microsoft Dynamics 365
NewStore
ReturnPro
Shopify
Square POS
Teamwork Commerce
Vend
WhatsApp
Zapier
Claim Eisen and update features and information
Claim Eisen and update features and information
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Claim Endear and update features and information