Audience

Financial companies and enterprises looking for a finance system solution to improve their management and decision analysis

About Union | platform

Union | platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union | platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits.

Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, Union | platform offers API access
No integrations listed.

Ratings/Reviews

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

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Company Information

Union Financial Technologies
Founded: 2012
Estonia
www.unionfintech.com/union-platform/

Videos and Screen Captures

Union | platform Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Union | platform Frequently Asked Questions

Q: What kinds of users and organization types does Union | platform work with?
Q: What languages does Union | platform support in their product?
Q: What kind of support options does Union | platform offer?
Q: Does Union | platform have an API?
Q: Does Union | platform have a mobile app?
Q: What type of training does Union | platform provide?
Q: Does Union | platform offer a free trial?

Union | platform Product Features

Banking

Compliance Tracking Supported
Corporate Banking Supported
Credit Union Supported
Multi-Branch Supported
Online Banking Supported
Private Banking Supported
Retail Banking Supported
ATM Management Not Supported
Credit Card Management Not Supported
Investment Banking Not Supported
Risk Management Not Supported
Securities Management Not Supported
Transaction Monitoring Not Supported

Currency Exchange

Analytical Reporting Not Supported
Custom Account Statements Not Supported
Client Management Not Supported
Market Data Access Not Supported
For Money Exchanges Not Supported
Real Time Currency Quotes Not Supported
Data Backup Scheduling Not Supported
Transaction Management Not Supported
Real Time Tracking Not Supported
Margin Management Not Supported
Position Management Not Supported

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

Loan Origination

Audit Trail Not Supported
Customer Database Not Supported
Closing Documents Not Supported
Fee Management Not Supported
Online Application Not Supported
Compliance Management Not Supported
Document Management Not Supported
Loan Processing Not Supported
Amortization Schedule Not Supported
Digital Signature Not Supported