All categories

Learn why GetApp is free

Financial Services Cloud vs creditonline Comparison

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

4.9

(7)

5

4

3

2

1

6

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

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

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.

Select your country

10+ YEARS RECOMMENDING SOFTWARE

Ā© 2010-2021 GetApp. All Rights Reserved.
GetAppĀ® is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.