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Financial Services Cloud vs creditonline Comparison
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Overview
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice...
CREDITONLINE is a cloud-based solution, which helps lending businesses manage the entire lifecycle of loan origination and...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
Key features
- Total features58
- API
- Account Alerts
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Amortization Schedule
- Asset Management
- Assignment Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Business Loans
- Claims Management
- Client Management
- Collaboration Tools
- Collateral Tracking
- Collections Management
- Commission Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Construction Loans
- Contact Database
- Contact Management
- Credit Card Management
- Customer Database
- Customer Management
- Customizable Reports
- Dashboard Creation
- Data Import/Export
- Data Storage Management
- Database Support
- Document Management
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Expense Tracking
- Financial Analysis
- Financial Management
- Goal Setting / Tracking
- Household Tracking
- ISO Standards Management
- Influence Tracking
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Investor Management
- Lead Management
- Life & Health
- Loan Management
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Company
- Multi-Currency
- Online Applications
- Portfolio Management
- Pricing Management
- Projections
- Property & Casualty
- Quotes/Estimates
- Real Time Data
- Referral Tracking
- Relationship Tracking
- Reporting & Statistics
- Risk Management
- SSL Security
- Student Loans
- Task Management
- Team Assignments
- Territory Management
- Third Party Integrations
- To-Do List
- Transaction Monitoring
- Usage Tracking/Analytics
- User Management
- Visual Analytics
- Workflow Management
- Total features42
- API
- Account Alerts
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Amortization Schedule
- Asset Management
- Assignment Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Business Loans
- Claims Management
- Client Management
- Collaboration Tools
- Collateral Tracking
- Collections Management
- Commission Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Construction Loans
- Contact Database
- Contact Management
- Credit Card Management
- Customer Database
- Customer Management
- Customizable Reports
- Dashboard Creation
- Data Import/Export
- Data Storage Management
- Database Support
- Document Management
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Expense Tracking
- Financial Analysis
- Financial Management
- Goal Setting / Tracking
- Household Tracking
- ISO Standards Management
- Influence Tracking
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Investor Management
- Lead Management
- Life & Health
- Loan Management
- Loan Portfolio Management
- Loan Processing
- Marketing Automation
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Company
- Multi-Currency
- Online Applications
- Portfolio Management
- Pricing Management
- Projections
- Property & Casualty
- Quotes/Estimates
- Real Time Data
- Referral Tracking
- Relationship Tracking
- Reporting & Statistics
- Risk Management
- SSL Security
- Student Loans
- Task Management
- Team Assignments
- Territory Management
- Third Party Integrations
- To-Do List
- Transaction Monitoring
- Usage Tracking/Analytics
- User Management
- Visual Analytics
- Workflow Management
Integrations
- Total integrations11
- Authorize.net
- Dropbox Business
- Dynamics 365
- FreshBooks
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
- Total integrationsN/A
- Authorize.net
- Dropbox Business
- Dynamics 365
- FreshBooks
- Microsoft Dynamics GP
- Microsoft Excel
- NetSuite
- PayPal
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Workato
- Xero
- Zapier
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
Alternatives
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Financial Services Cloud vs. creditonline
See how Financial Services Cloud and creditonline stack up against each other by comparing features, pricing, ratings, integrations, security & more.
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