PlanBase ScorecardPlanBase
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Related Products
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About
PlanBase Scorecard provides a comprehensive metric management system that tracks operational metrics and key performance indicators while linking the metrics on your dashboards to strategic plan objectives in PlanBase Hoshin. This connection between metrics and strategic objectives, fully automated through PlanBase’s integrated platform, optimizes continuous improvement efforts to enable process advancement whenever progress is required. PlanBase Scorecard, and its intuitive click-and-go design, promotes active engagement through visibility and responsibility across the team. Every scorecard (or bowler chart) is assigned an owner, driving accountability to every level of the organization. Managers, direct reports, and co-workers can view performance on customized real-time visual dashboards. The set of visual management tools provides comparisons to past performance and future targets in a meaningful way enabling informed management decisions.
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About
Veritus is an AI-accelerated workflow automation and negotiation platform that helps lending and financial services teams automate debt servicing, collections, and client communications with intelligent processes designed to improve outcomes and compliance. It provides a rules-based negotiation engine that dynamically offers payment plans, settlements, and hardship options according to configurable policies, along with omnichannel engagement across voice, SMS, email, and chat, where AI agents maintain full conversation context and adapt based on borrower responses. It supports compliance management with built-in enforcement of regulations like FDCPA and TCPA, automatic cadence limits, and consent controls, and includes real-time observability and QA tools that analyze interactions for sentiment, compliance scorecards, and call quality metrics.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a collaborative web-based tool to enhance metric management
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Audience
Financial services and debt management teams that want to automate borrower engagement, collections negotiation, and compliance-aware communications with intelligent AI agents
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPlanBase
planbase.com/scorecard/
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Company InformationVeritus
Founded: 2025
United States
www.veritus.com
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Alternatives |
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Categories |
Categories |
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Business Performance Management Features
Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
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Integrations
ACH Payments
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