+
+

Related Products

  • Dynamo Software
    71 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • HERE Enterprise Browser
    2 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • DoctorConnect
    85 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Imorgon
    5 Ratings
    Visit Website
  • JSCAPE MFT Server
    188 Ratings
    Visit Website
  • Azore CFD
    26 Ratings
    Visit Website

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.

About

Dramatically reduce your manual processes with intelligent document and image processing for instant underwriting and risk calculation. Automate your claims process from start to finish, with immediate document and image validation, rules engine, alerts and outreach. With our platform, you can release end-to-end data pipelines for claims processing, underwriting, data enrichment, and telematics at the click of a button. We revolutionize data-driven operations by offering seamless access, analysis, and action on real-time data. Our advanced AI capabilities enable straight-through processing, eliminating manual intervention and ensuring faster, more accurate outcomes while reducing fraud and bad data. Our platform enables straight-through underwriting by leveraging AI to process documents, streamlining the process and accelerating time-to-market.

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

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

Audience

Businesses looking for a data platform for composable underwriting

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 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

GoldenBasis
United States
www.goldenbasis.com

Company Information

Inaza
Founded: 2020
Ireland
www.inaza.com

Alternatives

Sequence

Sequence

Chain

Alternatives

INSILLION

INSILLION

GoDB Tech
theb2bbank

theb2bbank

Payfree Financial Services
Assurant APEX

Assurant APEX

Assurant

Categories

Categories

Integrations

No info available.

Integrations

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