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We call BankPoint "the best vendor ever. They are all knowledgeable, friendly, efficient and responsive.
Inability to export historical data for a loan in bulk (i.e. daily balances) is annoying, and something easy that should be in place already.
We also now have sophisticated reports that make communicating with regulators straight forward. The best part about ARCS is it's about as easy to use as possible.
Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task.
It's flexibility in reporting and information "at your fingertips" is outstanding. If your bank operates more than one core system - the integration is seamless.
The URL for a loan detail page uses an internal numbering system, not the loan number itself, which is annoying for creating external links.
The product combines information from several servicing systems and delivers it to the end user through an elegant user interface. Customer support is terrific.
BankPoint was a crucial part of our process for PPP loans. It has cut down our reliance on spreadsheets to handle workflow and pipeline reporting.
The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes.
As we have added a very detailed product to our product line, we have found that BankPoint is most flexible and efficient in brainstorming on how to best on-board the product.
The simplicity of the system makes it very user friendly.
Great experience overall. Quick turnaround and exceptional knowledgeable staff.
The product is extremely easy to use - user friendly.
It is a true add on tool to any core system. It manages asset review programs, REO products (including AP integration), general loan inquiry, concentration monitoring and portfolio risk ratings.
We call BankPoint "the best vendor ever. They are all knowledgeable, friendly, efficient and responsive.
Inability to export historical data for a loan in bulk (i.e. daily balances) is annoying, and something easy that should be in place already.
We also now have sophisticated reports that make communicating with regulators straight forward. The best part about ARCS is it's about as easy to use as possible.
Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task.
It's flexibility in reporting and information "at your fingertips" is outstanding. If your bank operates more than one core system - the integration is seamless.
The URL for a loan detail page uses an internal numbering system, not the loan number itself, which is annoying for creating external links.
The product combines information from several servicing systems and delivers it to the end user through an elegant user interface. Customer support is terrific.
BankPoint was a crucial part of our process for PPP loans. It has cut down our reliance on spreadsheets to handle workflow and pipeline reporting.
The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes.
As we have added a very detailed product to our product line, we have found that BankPoint is most flexible and efficient in brainstorming on how to best on-board the product.
The simplicity of the system makes it very user friendly.
Great experience overall. Quick turnaround and exceptional knowledgeable staff.
The product is extremely easy to use - user friendly.
It is a true add on tool to any core system. It manages asset review programs, REO products (including AP integration), general loan inquiry, concentration monitoring and portfolio risk ratings.
We call BankPoint "the best vendor ever. They are all knowledgeable, friendly, efficient and responsive.
Inability to export historical data for a loan in bulk (i.e. daily balances) is annoying, and something easy that should be in place already.
We also now have sophisticated reports that make communicating with regulators straight forward. The best part about ARCS is it's about as easy to use as possible.
Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task.
It's flexibility in reporting and information "at your fingertips" is outstanding. If your bank operates more than one core system - the integration is seamless.
The URL for a loan detail page uses an internal numbering system, not the loan number itself, which is annoying for creating external links.
The product combines information from several servicing systems and delivers it to the end user through an elegant user interface. Customer support is terrific.
BankPoint was a crucial part of our process for PPP loans. It has cut down our reliance on spreadsheets to handle workflow and pipeline reporting.
The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes.
As we have added a very detailed product to our product line, we have found that BankPoint is most flexible and efficient in brainstorming on how to best on-board the product.
The simplicity of the system makes it very user friendly.
Great experience overall. Quick turnaround and exceptional knowledgeable staff.
The product is extremely easy to use - user friendly.
It is a true add on tool to any core system. It manages asset review programs, REO products (including AP integration), general loan inquiry, concentration monitoring and portfolio risk ratings.
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
The software does what it promises and has been a great asset to our business model.
The most issue of this is that lack of immediate images , so users are unable to generate their own check image to examine.
I love how I can easily integrate my existing affiliate system like LinkTrust or HasOffers and seamlessly sync payments.
Weve been using it for so many years and we have no intention in switching to a different software.
Allows an easy approval of PRs with a friendly and fast UI that provides all the context I need for approval.
The only downside is the reconciliation report can be a bit difficult to work with in terms of bank reconciliations, etc.
Excellent Customer Support, I'd rank it among the best. You can actually CALL them.
Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
A payment run for international and domestic payments saves time and money. It's fantastic to have a completely paperless payment process.
I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence.
We love that it integrates well into our current system and it scales up extremely well to our 500+ employees.
It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain.
I like how easy it is to import and manage payees in Tipalti.
The software is very user friendly and automated.
Very userfriendly and I appreciate the vendors could choose a way of payment (wire, paypal, check).
Eversince we switched to tipalti, sending funds is no longer considered a nightmare for me. What I like about them the most is that their customer service is very reliable and quick.
Overall it started out pretty good. As volume started to pick up and required purchase orders to be created through Teampay, we started seeing blatant sync/connection issues with Netsuite.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
I can honestly say its been excellent - anything we ask for has been done in good time, reliable system, great staff.
Before we were using 3 different programs to track the orders, to check products availability and manage cases and it was a real disaster.
Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. Robust out of the box solutions for many standard business needs.
We are in process of integration an ERP system with the bpm'online system with help of Partner of bpm'online so that no data was lost or missed out.
If you're looking for an easy-to-use and cost-effective CRM, this is a good one to try. Their process engine is a big advantage as well.
Didn't provide a modular pricing that we can adjust according to what we needs. Design features in marketing is limited.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
The mobile application was only slightly difficult to get used to navigating, but there was a lot of customization on the implementation end.
Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential.
Bpm'online Studio - Great tool to improve process implementation and easy to use.
The system is versatile and intuitive, which makes it a perfect fit for our company.
Creatio - great product - really flexible - great customer service.
First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools.
A highly recommended solution for customer-centric businesses.
Thanks to its low-code development tools, we are able to create new tailor-made solutions on.
Excellent pricing and incredibly simple license management.
With the help of the bpm’online system we are now able to record, store, and organize all the data that we had. In addition, during the integration process the data was deduplicated and cleaned.
I really like this platform because it has allowed me to automate and streamline customer service processes, as well as efficiently manage all activities related to my clients.
The very good documentation helped me like a charm. Processmaker is the perfect base to integrate workflows in webapplications and its your best friend if you speak php.
It's sensitivity to external services. The platform depend has a lot of vulnerability to external services failures.
The support team are fantastic and will help you through coding issues. Feature requests are implemented quickly and overall we have seem an improvement internally with our processes.
Debugging can be sometimes difficult, and inability to automatically convert 2.x processes to 3.x.
PMWS is a very good software which helps to finish the task within in short time with a quality and fulfilling the full User Requirements and also Ease of Use.
There seemed to be a real lack of thought or foresight, if you were using the software in different environments (IE: a dev, a uat, and a production environment).
We have used processmaker very successfully over the years. We are now outgrowing it’s capabilities.
Very difficult to make a reports. And also developing plugins.
Also, the ProcessMaker Sales and Support teams have been very helpful as they have always been prompt in resolving issues/complaints presented.
I put 3 stars for ease of use as I don't know PHP, JavaScript or MySQL but am learning as I go. Overall compared to other vendors I investigated, for the price point this is a very good tool.
I like that simple processes can be automated and put on workflows to improve efficiency of businesses.
One of the Best and easy to use and develop BPM software.
The layout was familiar from the word go - ProcessMaker utilizes an almost email like generic layout which made it easy for me to understand it, use it and implement it.
Processmaker provided very detail instructions from simple workflow design to advanced topics such as RESTFUL API.
The easy to customize interface and configuration capabilities allowed us to automate old processes in to web based solutions.
Processmaker allows us to automate processes that were previously pdf forms. A big help at a time we could not afford a full featured ECM system.
Overall it is a good system to manager internal process. It is inexpensive and customer support is prompt although the team is no in united states.
Simple configuration , simple coding and easy to develop UIs.
The very good documentation helped me like a charm. Processmaker is the perfect base to integrate workflows in webapplications and its your best friend if you speak php.
It's sensitivity to external services. The platform depend has a lot of vulnerability to external services failures.
The support team are fantastic and will help you through coding issues. Feature requests are implemented quickly and overall we have seem an improvement internally with our processes.
Debugging can be sometimes difficult, and inability to automatically convert 2.x processes to 3.x.
PMWS is a very good software which helps to finish the task within in short time with a quality and fulfilling the full User Requirements and also Ease of Use.
There seemed to be a real lack of thought or foresight, if you were using the software in different environments (IE: a dev, a uat, and a production environment).
We have used processmaker very successfully over the years. We are now outgrowing it’s capabilities.
Very difficult to make a reports. And also developing plugins.
Also, the ProcessMaker Sales and Support teams have been very helpful as they have always been prompt in resolving issues/complaints presented.
I put 3 stars for ease of use as I don't know PHP, JavaScript or MySQL but am learning as I go. Overall compared to other vendors I investigated, for the price point this is a very good tool.
I like that simple processes can be automated and put on workflows to improve efficiency of businesses.
One of the Best and easy to use and develop BPM software.
The layout was familiar from the word go - ProcessMaker utilizes an almost email like generic layout which made it easy for me to understand it, use it and implement it.
Processmaker provided very detail instructions from simple workflow design to advanced topics such as RESTFUL API.
The easy to customize interface and configuration capabilities allowed us to automate old processes in to web based solutions.
Processmaker allows us to automate processes that were previously pdf forms. A big help at a time we could not afford a full featured ECM system.
Overall it is a good system to manager internal process. It is inexpensive and customer support is prompt although the team is no in united states.
Simple configuration , simple coding and easy to develop UIs.
The very good documentation helped me like a charm. Processmaker is the perfect base to integrate workflows in webapplications and its your best friend if you speak php.
It's sensitivity to external services. The platform depend has a lot of vulnerability to external services failures.
The support team are fantastic and will help you through coding issues. Feature requests are implemented quickly and overall we have seem an improvement internally with our processes.
Debugging can be sometimes difficult, and inability to automatically convert 2.x processes to 3.x.
PMWS is a very good software which helps to finish the task within in short time with a quality and fulfilling the full User Requirements and also Ease of Use.
There seemed to be a real lack of thought or foresight, if you were using the software in different environments (IE: a dev, a uat, and a production environment).
We have used processmaker very successfully over the years. We are now outgrowing it’s capabilities.
Very difficult to make a reports. And also developing plugins.
Also, the ProcessMaker Sales and Support teams have been very helpful as they have always been prompt in resolving issues/complaints presented.
I put 3 stars for ease of use as I don't know PHP, JavaScript or MySQL but am learning as I go. Overall compared to other vendors I investigated, for the price point this is a very good tool.
I like that simple processes can be automated and put on workflows to improve efficiency of businesses.
One of the Best and easy to use and develop BPM software.
The layout was familiar from the word go - ProcessMaker utilizes an almost email like generic layout which made it easy for me to understand it, use it and implement it.
Processmaker provided very detail instructions from simple workflow design to advanced topics such as RESTFUL API.
The easy to customize interface and configuration capabilities allowed us to automate old processes in to web based solutions.
Processmaker allows us to automate processes that were previously pdf forms. A big help at a time we could not afford a full featured ECM system.
Overall it is a good system to manager internal process. It is inexpensive and customer support is prompt although the team is no in united states.
Simple configuration , simple coding and easy to develop UIs.
One of its best features is how well it integrates with other systems. It's been an industry standard for years and is a safe bet when your payment processor needs to play nice with other programs.
My clients couldn't even ask for a refund. All they could do was dispute the charges that were on hold and if they did that it would hurt my account and my credit.
Authorize.net is very user friendly and easy to use. The search functionality is superb, and allows use to locate transactions with ease.
And I'm not only referencing the issue I had with the transaction limit (where I was obviously frustrated), I have had several communications and about half were less than friendly/helpful.
It's quick, amazingly reliable, and super easy to use. I appreciate the time value of this software and love how quickly I can collect card information.
I would never use Authorize.net again. Any client that I have that uses Authorize.net, I refuse to work with.
Net is a very solid and reliable payment platform. Excellent support for almost any programming language that exists.
From the minute we signed up I knew there would be issues. They hold your money, decide to shut down your account for absolutely no reason and then decide to hold your money for 120 days.
We use Authorize.net as our main Credit Card processor and it always runs smoothly. We would definitely recommend it to anyone looking for a good processor.
The fraud tools are great at identifying fraud. The support is easy to contact and very knowledgeable.
Whether I have a technical glitch or need an increase in a credit line, the customer service department has been great.
The reporting is simple to use and doing voids or refunds is very straight forward. Documenting and printing receipts is also a great feature.
Very user friendly on the charging of credit cards and checks. Reliable and quick to use.
Authorize.net is a good standard for authorization terminals.
Best pro is their flexibility in working with businesses that other payment processors won't touch. Near one-click integration with some platforms.
Authorize.net have a great range of features such as subscription, storing customer data, email notifications for payments made.
Net not only enabled these risk companies to build an online presence, but the customer support team have gone above and beyond on several occasions to ensure all of my clients needs have been met.
Very easy to use towards transactions, refunds and troubleshooting any and all patron issues within our site.
One of its best features is how well it integrates with other systems. It's been an industry standard for years and is a safe bet when your payment processor needs to play nice with other programs.
My clients couldn't even ask for a refund. All they could do was dispute the charges that were on hold and if they did that it would hurt my account and my credit.
Authorize.net is very user friendly and easy to use. The search functionality is superb, and allows use to locate transactions with ease.
And I'm not only referencing the issue I had with the transaction limit (where I was obviously frustrated), I have had several communications and about half were less than friendly/helpful.
It's quick, amazingly reliable, and super easy to use. I appreciate the time value of this software and love how quickly I can collect card information.
I would never use Authorize.net again. Any client that I have that uses Authorize.net, I refuse to work with.
Net is a very solid and reliable payment platform. Excellent support for almost any programming language that exists.
From the minute we signed up I knew there would be issues. They hold your money, decide to shut down your account for absolutely no reason and then decide to hold your money for 120 days.
We use Authorize.net as our main Credit Card processor and it always runs smoothly. We would definitely recommend it to anyone looking for a good processor.
The fraud tools are great at identifying fraud. The support is easy to contact and very knowledgeable.
Whether I have a technical glitch or need an increase in a credit line, the customer service department has been great.
The reporting is simple to use and doing voids or refunds is very straight forward. Documenting and printing receipts is also a great feature.
Very user friendly on the charging of credit cards and checks. Reliable and quick to use.
Authorize.net is a good standard for authorization terminals.
Best pro is their flexibility in working with businesses that other payment processors won't touch. Near one-click integration with some platforms.
Authorize.net have a great range of features such as subscription, storing customer data, email notifications for payments made.
Net not only enabled these risk companies to build an online presence, but the customer support team have gone above and beyond on several occasions to ensure all of my clients needs have been met.
Very easy to use towards transactions, refunds and troubleshooting any and all patron issues within our site.
One of its best features is how well it integrates with other systems. It's been an industry standard for years and is a safe bet when your payment processor needs to play nice with other programs.
My clients couldn't even ask for a refund. All they could do was dispute the charges that were on hold and if they did that it would hurt my account and my credit.
Authorize.net is very user friendly and easy to use. The search functionality is superb, and allows use to locate transactions with ease.
And I'm not only referencing the issue I had with the transaction limit (where I was obviously frustrated), I have had several communications and about half were less than friendly/helpful.
It's quick, amazingly reliable, and super easy to use. I appreciate the time value of this software and love how quickly I can collect card information.
I would never use Authorize.net again. Any client that I have that uses Authorize.net, I refuse to work with.
Net is a very solid and reliable payment platform. Excellent support for almost any programming language that exists.
From the minute we signed up I knew there would be issues. They hold your money, decide to shut down your account for absolutely no reason and then decide to hold your money for 120 days.
We use Authorize.net as our main Credit Card processor and it always runs smoothly. We would definitely recommend it to anyone looking for a good processor.
The fraud tools are great at identifying fraud. The support is easy to contact and very knowledgeable.
Whether I have a technical glitch or need an increase in a credit line, the customer service department has been great.
The reporting is simple to use and doing voids or refunds is very straight forward. Documenting and printing receipts is also a great feature.
Very user friendly on the charging of credit cards and checks. Reliable and quick to use.
Authorize.net is a good standard for authorization terminals.
Best pro is their flexibility in working with businesses that other payment processors won't touch. Near one-click integration with some platforms.
Authorize.net have a great range of features such as subscription, storing customer data, email notifications for payments made.
Net not only enabled these risk companies to build an online presence, but the customer support team have gone above and beyond on several occasions to ensure all of my clients needs have been met.
Very easy to use towards transactions, refunds and troubleshooting any and all patron issues within our site.
Very easy to manage and see what is left outstanding, what each person is responsible for.
They desperately need an onboarding component into vendor management platform.
I think the best feature of the tool are the standard templates and checklists that are within the software. These "Best Practices" tools are a huge plus.
When using the Business Continuity module, I often run into a few conflicts with the listed vendors that are linked to the Vendor Management module.
The staff is great to work with and always has the customers best interests in mind.
Still learning to navigate the system, sometimes frustrating yet.
The software is very comprehensive and modules are interfaced as a cross reference. In addition our auditors and regulators love it.
Sometimes navigation is difficult in finding what I need because I don’t use the product on a regular basis.
The customer service is fantastic and is always very prompt to respond to our inquiries. I feel that they are very approachable and offer solutions when called upon.
Ease of use and to the point customer support would be the key success points. Templates are always there to get help and tutorial shows a lot to offer for beginners.
The best feature of the software is the ease of use for Board Reporting and tracking tasks and assignments across our organization.
The Tandem Software is easy to use and is a good value with many useful features.
Tandem software and CoNetrix staff are both amazing.
We utilize most of the Tandem software modules. All modules are very feature rich, yet very similar user interface makes learning new features or modules seamless.
I like the integration between the modules that provides you with a comprehensive snapshot of what the examiners are concerned about the most.
Exceptional and easy to use Information Security platform that is delivered at an affordable price.
Like how the data integrate with their other module allowing the user to do less clicking.
The basic functionality of many different risk management needs are addressed and for the price, it cannot be beat and the interoperability between the modules is excellent.
Very easy to manage and see what is left outstanding, what each person is responsible for.
They desperately need an onboarding component into vendor management platform.
I think the best feature of the tool are the standard templates and checklists that are within the software. These "Best Practices" tools are a huge plus.
When using the Business Continuity module, I often run into a few conflicts with the listed vendors that are linked to the Vendor Management module.
The staff is great to work with and always has the customers best interests in mind.
Still learning to navigate the system, sometimes frustrating yet.
The software is very comprehensive and modules are interfaced as a cross reference. In addition our auditors and regulators love it.
Sometimes navigation is difficult in finding what I need because I don’t use the product on a regular basis.
The customer service is fantastic and is always very prompt to respond to our inquiries. I feel that they are very approachable and offer solutions when called upon.
Ease of use and to the point customer support would be the key success points. Templates are always there to get help and tutorial shows a lot to offer for beginners.
The best feature of the software is the ease of use for Board Reporting and tracking tasks and assignments across our organization.
The Tandem Software is easy to use and is a good value with many useful features.
Tandem software and CoNetrix staff are both amazing.
We utilize most of the Tandem software modules. All modules are very feature rich, yet very similar user interface makes learning new features or modules seamless.
I like the integration between the modules that provides you with a comprehensive snapshot of what the examiners are concerned about the most.
Exceptional and easy to use Information Security platform that is delivered at an affordable price.
Like how the data integrate with their other module allowing the user to do less clicking.
The basic functionality of many different risk management needs are addressed and for the price, it cannot be beat and the interoperability between the modules is excellent.
Very easy to manage and see what is left outstanding, what each person is responsible for.
They desperately need an onboarding component into vendor management platform.
I think the best feature of the tool are the standard templates and checklists that are within the software. These "Best Practices" tools are a huge plus.
When using the Business Continuity module, I often run into a few conflicts with the listed vendors that are linked to the Vendor Management module.
The staff is great to work with and always has the customers best interests in mind.
Still learning to navigate the system, sometimes frustrating yet.
The software is very comprehensive and modules are interfaced as a cross reference. In addition our auditors and regulators love it.
Sometimes navigation is difficult in finding what I need because I don’t use the product on a regular basis.
The customer service is fantastic and is always very prompt to respond to our inquiries. I feel that they are very approachable and offer solutions when called upon.
Ease of use and to the point customer support would be the key success points. Templates are always there to get help and tutorial shows a lot to offer for beginners.
The best feature of the software is the ease of use for Board Reporting and tracking tasks and assignments across our organization.
The Tandem Software is easy to use and is a good value with many useful features.
Tandem software and CoNetrix staff are both amazing.
We utilize most of the Tandem software modules. All modules are very feature rich, yet very similar user interface makes learning new features or modules seamless.
I like the integration between the modules that provides you with a comprehensive snapshot of what the examiners are concerned about the most.
Exceptional and easy to use Information Security platform that is delivered at an affordable price.
Like how the data integrate with their other module allowing the user to do less clicking.
The basic functionality of many different risk management needs are addressed and for the price, it cannot be beat and the interoperability between the modules is excellent.
I think it's a good system and I'm grateful for the fact that it's stable and we don't have to constantly call for support. Support is always available.
I'm not sure if this is a bug or not, but It happened only twice that a transaction was not recorded. It may be due to the system error during save or a local problem on the computer.
The OFAC and OSFI automatic checks are excellent and can help us with our compliance program. All the things that are automated are helping us.
I cannot think of anything. I'm no pros at computers.
Beginning with the ease of the installation process continuing through a year of ongoing training, it has been a pleasure to work with such as professional organization.
The current version that we have is limited in terms of currencies.
The fact that the system is now faster than previous version is a great plus. I really appreciate that some of our suggestions are implemented in the system.
The software seems to be designed for advanced users because some of my co-workers had a difficult time navigating through the process.
I would recommend the system to other foreign exchanges. It's very reliable and our business is relying on it for our everyday transactions.
Ease to handle,User friendly,very good modules ,cost effective.
For customer service since they generally reply you from few minutes till a day and they do try their best to help us.
Good product and highly recommended for a Money Changer Operation and even for new ones to set up. The software is very user friendly and getting users to sue it efficiently does not take time.
Gives real time information. The customer service is outstanding.
CurrencyXchanger :Excellent integration in multi-currency environment.
I would absolutely recommend the system. It's very easy to use and understand.
User friendly interface, easy to operate with minimal pc knowledge.
I seriously recommend this product to every business that wants to offer multi-currency Point of Sale, such as Money Service Bureaus.
Integrate with accounting, currency exchange, customer management, booking system, FINTRAC requirement. Well to handle multi-currency: automatic or manually update rate, set my own commission policy.
I think it's a good system and I'm grateful for the fact that it's stable and we don't have to constantly call for support. Support is always available.
I'm not sure if this is a bug or not, but It happened only twice that a transaction was not recorded. It may be due to the system error during save or a local problem on the computer.
The OFAC and OSFI automatic checks are excellent and can help us with our compliance program. All the things that are automated are helping us.
I cannot think of anything. I'm no pros at computers.
Beginning with the ease of the installation process continuing through a year of ongoing training, it has been a pleasure to work with such as professional organization.
The current version that we have is limited in terms of currencies.
The fact that the system is now faster than previous version is a great plus. I really appreciate that some of our suggestions are implemented in the system.
The software seems to be designed for advanced users because some of my co-workers had a difficult time navigating through the process.
I would recommend the system to other foreign exchanges. It's very reliable and our business is relying on it for our everyday transactions.
Ease to handle,User friendly,very good modules ,cost effective.
For customer service since they generally reply you from few minutes till a day and they do try their best to help us.
Good product and highly recommended for a Money Changer Operation and even for new ones to set up. The software is very user friendly and getting users to sue it efficiently does not take time.
Gives real time information. The customer service is outstanding.
CurrencyXchanger :Excellent integration in multi-currency environment.
I would absolutely recommend the system. It's very easy to use and understand.
User friendly interface, easy to operate with minimal pc knowledge.
I seriously recommend this product to every business that wants to offer multi-currency Point of Sale, such as Money Service Bureaus.
Integrate with accounting, currency exchange, customer management, booking system, FINTRAC requirement. Well to handle multi-currency: automatic or manually update rate, set my own commission policy.
I think it's a good system and I'm grateful for the fact that it's stable and we don't have to constantly call for support. Support is always available.
I'm not sure if this is a bug or not, but It happened only twice that a transaction was not recorded. It may be due to the system error during save or a local problem on the computer.
The OFAC and OSFI automatic checks are excellent and can help us with our compliance program. All the things that are automated are helping us.
I cannot think of anything. I'm no pros at computers.
Beginning with the ease of the installation process continuing through a year of ongoing training, it has been a pleasure to work with such as professional organization.
The current version that we have is limited in terms of currencies.
The fact that the system is now faster than previous version is a great plus. I really appreciate that some of our suggestions are implemented in the system.
The software seems to be designed for advanced users because some of my co-workers had a difficult time navigating through the process.
I would recommend the system to other foreign exchanges. It's very reliable and our business is relying on it for our everyday transactions.
Ease to handle,User friendly,very good modules ,cost effective.
For customer service since they generally reply you from few minutes till a day and they do try their best to help us.
Good product and highly recommended for a Money Changer Operation and even for new ones to set up. The software is very user friendly and getting users to sue it efficiently does not take time.
Gives real time information. The customer service is outstanding.
CurrencyXchanger :Excellent integration in multi-currency environment.
I would absolutely recommend the system. It's very easy to use and understand.
User friendly interface, easy to operate with minimal pc knowledge.
I seriously recommend this product to every business that wants to offer multi-currency Point of Sale, such as Money Service Bureaus.
Integrate with accounting, currency exchange, customer management, booking system, FINTRAC requirement. Well to handle multi-currency: automatic or manually update rate, set my own commission policy.
It was a nice journey with wooqer, and very friendly access overall.
The application is too much complicated and making our life too hard we are suffering from it from the 2nd week of purchase.
Its a very useful user interface between Organisation and Employees which reduces levels of reaching to the desired function and gets the work done easily.
Few videos ware unable to open , but to pop up for the delay.
Wooqer is really good platform for me for any special check I can make checklist easily and get this published also this is very helpful to store to maintain our SOP and compliance.
Wooqer is not working properly if internet speed it bit low. Even it will not getting started with low speed.
Very easy to use and very useful, Recommend every organization to us.
Very much difficult to submit a process, not able to attach images, a process needs to be filled 4-5 times to complete and submit it.
Assigned Module where you can upload materials of learning or instructions and assign for certain of users, great communication.
All the features that was introduced at the time of purchase was good and satisfying.
Easy to use with its user friendly interface. Assigning tasks have never been easy.
It has a most unique features which helps the Retailers to Run standardised way of working process. It’s intuitive interface and customisation makes compatible for any business.
I can use it on the sale floor do training and check VM guidelines. Save cost also paperless report.
Simple, user-friendly and worth every penny spent.
It was a nice journey with wooqer, and very friendly access overall.
The application is too much complicated and making our life too hard we are suffering from it from the 2nd week of purchase.
Its a very useful user interface between Organisation and Employees which reduces levels of reaching to the desired function and gets the work done easily.
Few videos ware unable to open , but to pop up for the delay.
Wooqer is really good platform for me for any special check I can make checklist easily and get this published also this is very helpful to store to maintain our SOP and compliance.
Wooqer is not working properly if internet speed it bit low. Even it will not getting started with low speed.
Very easy to use and very useful, Recommend every organization to us.
Very much difficult to submit a process, not able to attach images, a process needs to be filled 4-5 times to complete and submit it.
Assigned Module where you can upload materials of learning or instructions and assign for certain of users, great communication.
All the features that was introduced at the time of purchase was good and satisfying.
Easy to use with its user friendly interface. Assigning tasks have never been easy.
It has a most unique features which helps the Retailers to Run standardised way of working process. It’s intuitive interface and customisation makes compatible for any business.
I can use it on the sale floor do training and check VM guidelines. Save cost also paperless report.
Simple, user-friendly and worth every penny spent.
It was a nice journey with wooqer, and very friendly access overall.
The application is too much complicated and making our life too hard we are suffering from it from the 2nd week of purchase.
Its a very useful user interface between Organisation and Employees which reduces levels of reaching to the desired function and gets the work done easily.
Few videos ware unable to open , but to pop up for the delay.
Wooqer is really good platform for me for any special check I can make checklist easily and get this published also this is very helpful to store to maintain our SOP and compliance.
Wooqer is not working properly if internet speed it bit low. Even it will not getting started with low speed.
Very easy to use and very useful, Recommend every organization to us.
Very much difficult to submit a process, not able to attach images, a process needs to be filled 4-5 times to complete and submit it.
Assigned Module where you can upload materials of learning or instructions and assign for certain of users, great communication.
All the features that was introduced at the time of purchase was good and satisfying.
Easy to use with its user friendly interface. Assigning tasks have never been easy.
It has a most unique features which helps the Retailers to Run standardised way of working process. It’s intuitive interface and customisation makes compatible for any business.
I can use it on the sale floor do training and check VM guidelines. Save cost also paperless report.
Simple, user-friendly and worth every penny spent.
Pros and Cons from The Nortridge Loan System users
+15
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
The ease of custom reporting from the database, integration of complimentary software and great support from the Nortridge team top my list of LIKES.
The largest problems we are having as a licensed user of NLS is latency between using the application an it communicating with the server.
The ease of use and the custom features that they will develop for our users. The support is amazing as well.
Bugs in new versions are unpredictable and annoying. Small companies generally do not have the resources to do extensive testing.
Affordable, Not inexpensive or cheap. Excellent Consulting services on start up.
It can be difficult at times to identify the origins of problems which makes fixes hard to implement.
I like the control I have in the system. Because of all the options you have with the technology, support has to look at most issues at the micro level which can add time to getting an issue resolved.
It can be hard for a non technical person to use but depends on the individual.
It has overall been a great experience using NLS as a loan servicing system. I have used other systems for financial servicing but this system is the most user friendly one I have ever used.
This is a very good loan servicing software that helps you to keep track of loans in the pipeline, email or text customers with updates or questions, generate documents, etc.
Love the integrated ecosystem NLS has provided to Pay. Keeping our mutual customers within a user-friendly and seamless environment when making a payment is a huge value-add.
I like the ability to manage a diverse portfolio. We Service a variety portfolio types as we as manage our own accounts.
Overall the partner relationship is a good one with Nortridge being very attentive to our needs.
The system is highly customizable and easy to use. The NLS development and support teams are very responsive and willing to work with your business needs.
I like that we are able to customize area's where it is beneficial to our business.
The Nortridge team is truly a PARTNER with us not just another vendor. Everyone on the Nortridge team seems to genuinely care about our business model and our goals at both a high-and detail-level.
It is very customizable and you can pretty much do anything you need to do. Some more complicated than others depending on the requirements on your business.
I use this software to bend down the cost curve during our rapid period of growth.
Out of the box performance is superb, provided you meet recommended hardware and software requirements.
When we receive a disbursement error, it’s not easy to read the error it gives you. We spend a lot of time figuring out and pushing buttons trying to figure out what went wrong.
The T24 has an awesome user inter-phase and a lot of features which solve most of our banking needs. It also supports a lot of users, which is another amazing advantage.
T24 does not support offline processing. This is inefficient whenever the bank or branch experiences a network downtime.
The system is easy to use , has great user interface and great functionalities that enable users carry out bank related transaction and processes with much ease.
The current version that we are on does not have offline capability which is inconvenient during network downtime.
Very nice n comprehensive software. Single solution for multiple departments.
Deployment is bit difficult with old banking systems.
Financial Institutions can stores customer information in a very secure way and quickly access it whenever requires. The cloud acceptibility is also the one of the top features.
Temenos T24 is very effective and reliable core banking system.
I am using T24 from last 3 years and i found It very easy to use and super fast system which covers wide range of retail and corporate banking features.
Temenos is excellent and is well priced for the features its provides.
Great features and functionalities. Easily integrated with third party systems.
Temenos is a robust, decently priced core banking solution. It provides tons of features and allows enterprises to access the user data.
I have use muliple banking software in different banks but i found Temenos T-24 best amongst all of them due to its reliability and control over the transactions.
Integration is also very convenient. We have integrated our system with different ADC channels as well as analytics software systems.
Out of the box performance is superb, provided you meet recommended hardware and software requirements.
When we receive a disbursement error, it’s not easy to read the error it gives you. We spend a lot of time figuring out and pushing buttons trying to figure out what went wrong.
The T24 has an awesome user inter-phase and a lot of features which solve most of our banking needs. It also supports a lot of users, which is another amazing advantage.
T24 does not support offline processing. This is inefficient whenever the bank or branch experiences a network downtime.
The system is easy to use , has great user interface and great functionalities that enable users carry out bank related transaction and processes with much ease.
The current version that we are on does not have offline capability which is inconvenient during network downtime.
Very nice n comprehensive software. Single solution for multiple departments.
Deployment is bit difficult with old banking systems.
Financial Institutions can stores customer information in a very secure way and quickly access it whenever requires. The cloud acceptibility is also the one of the top features.
Temenos T24 is very effective and reliable core banking system.
I am using T24 from last 3 years and i found It very easy to use and super fast system which covers wide range of retail and corporate banking features.
Temenos is excellent and is well priced for the features its provides.
Great features and functionalities. Easily integrated with third party systems.
Temenos is a robust, decently priced core banking solution. It provides tons of features and allows enterprises to access the user data.
I have use muliple banking software in different banks but i found Temenos T-24 best amongst all of them due to its reliability and control over the transactions.
Integration is also very convenient. We have integrated our system with different ADC channels as well as analytics software systems.
Out of the box performance is superb, provided you meet recommended hardware and software requirements.
When we receive a disbursement error, it’s not easy to read the error it gives you. We spend a lot of time figuring out and pushing buttons trying to figure out what went wrong.
The T24 has an awesome user inter-phase and a lot of features which solve most of our banking needs. It also supports a lot of users, which is another amazing advantage.
T24 does not support offline processing. This is inefficient whenever the bank or branch experiences a network downtime.
The system is easy to use , has great user interface and great functionalities that enable users carry out bank related transaction and processes with much ease.
The current version that we are on does not have offline capability which is inconvenient during network downtime.
Very nice n comprehensive software. Single solution for multiple departments.
Deployment is bit difficult with old banking systems.
Financial Institutions can stores customer information in a very secure way and quickly access it whenever requires. The cloud acceptibility is also the one of the top features.
Temenos T24 is very effective and reliable core banking system.
I am using T24 from last 3 years and i found It very easy to use and super fast system which covers wide range of retail and corporate banking features.
Temenos is excellent and is well priced for the features its provides.
Great features and functionalities. Easily integrated with third party systems.
Temenos is a robust, decently priced core banking solution. It provides tons of features and allows enterprises to access the user data.
I have use muliple banking software in different banks but i found Temenos T-24 best amongst all of them due to its reliability and control over the transactions.
Integration is also very convenient. We have integrated our system with different ADC channels as well as analytics software systems.
An amazing asset to cover most of our policies and risk assessments. Examiners are very satisfied with the results we gain from Trac.
Permissions are a bit confusing in the implementation.
Also great for audits and project tracking from any area. SBS does great with qtrly fun educational meetings to share and expand knowledge of the product.
Sometimes hard to remember that I have to reset our search functions to see everything.
It is helpful to track our outstanding audit findings and track our policies renewal dates.
We are taking the guesswork and manual labor out of the risk management process. Streamlining many of the info sec tasks required.
The rating is easy and customizable but also the heavy lifting of risk and rating has been pre-entered to help get you started and keep evolving. Examiners love it - since easy to follow.
If not admin; some users find it difficult to use. Not intuitive to not IT brains.
TRAC provides easy to use and up to date tools to help automate and assist an organization in the implementation of their information security program.
SBS and Trac is a great place to begin your Information Security Program (ISP). Their system makes it possible to build a cohesive program.
The customization available is also very useful.
This product is very easy to use and does a great job at risk management. The parameters that are built in are specific to our industry and take a lot of the guesswork out of risk analysis.
TRAC makes us more efficient in our operations/compliance and gives us back time. Nothing is more valuable than time in a community bank when one of the biggest keys is lean operating.
Support staff makes this product an A+ product and make up for any functionality limitations compared to other competitors.
An amazing asset to cover most of our policies and risk assessments. Examiners are very satisfied with the results we gain from Trac.
Permissions are a bit confusing in the implementation.
Also great for audits and project tracking from any area. SBS does great with qtrly fun educational meetings to share and expand knowledge of the product.
Sometimes hard to remember that I have to reset our search functions to see everything.
It is helpful to track our outstanding audit findings and track our policies renewal dates.
We are taking the guesswork and manual labor out of the risk management process. Streamlining many of the info sec tasks required.
The rating is easy and customizable but also the heavy lifting of risk and rating has been pre-entered to help get you started and keep evolving. Examiners love it - since easy to follow.
If not admin; some users find it difficult to use. Not intuitive to not IT brains.
TRAC provides easy to use and up to date tools to help automate and assist an organization in the implementation of their information security program.
SBS and Trac is a great place to begin your Information Security Program (ISP). Their system makes it possible to build a cohesive program.
The customization available is also very useful.
This product is very easy to use and does a great job at risk management. The parameters that are built in are specific to our industry and take a lot of the guesswork out of risk analysis.
TRAC makes us more efficient in our operations/compliance and gives us back time. Nothing is more valuable than time in a community bank when one of the biggest keys is lean operating.
Support staff makes this product an A+ product and make up for any functionality limitations compared to other competitors.
An amazing asset to cover most of our policies and risk assessments. Examiners are very satisfied with the results we gain from Trac.
Permissions are a bit confusing in the implementation.
Also great for audits and project tracking from any area. SBS does great with qtrly fun educational meetings to share and expand knowledge of the product.
Sometimes hard to remember that I have to reset our search functions to see everything.
It is helpful to track our outstanding audit findings and track our policies renewal dates.
We are taking the guesswork and manual labor out of the risk management process. Streamlining many of the info sec tasks required.
The rating is easy and customizable but also the heavy lifting of risk and rating has been pre-entered to help get you started and keep evolving. Examiners love it - since easy to follow.
If not admin; some users find it difficult to use. Not intuitive to not IT brains.
TRAC provides easy to use and up to date tools to help automate and assist an organization in the implementation of their information security program.
SBS and Trac is a great place to begin your Information Security Program (ISP). Their system makes it possible to build a cohesive program.
The customization available is also very useful.
This product is very easy to use and does a great job at risk management. The parameters that are built in are specific to our industry and take a lot of the guesswork out of risk analysis.
TRAC makes us more efficient in our operations/compliance and gives us back time. Nothing is more valuable than time in a community bank when one of the biggest keys is lean operating.
Support staff makes this product an A+ product and make up for any functionality limitations compared to other competitors.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
Great experience implementing the system and excellent experience with support.
The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.
Cost effective software, good support and ease of transaction for users.
They don't have the team necessary to automate tasks, the high rating is shocking.
Very helpful and good explanation of features, support teams work promptly and very thorough.
Limited to multiple clients(client1, client2, client3) cannot filter applicants by clients. Example: client1 should see only client1's customers.
Good product with solid features for straight out of the box implementation. It has a low entry price point.
There are a few common features for the Borrower Portal that are missing but they have added them to their product roadmap for future release.
Best is if you form a team dedicated in testing the software and all the nitty gritty details, documenting how the behaviors works.
Support team has been amazing and ease of system use.
Onboarding with [SENSITIVE CONTENT HIDDEN. Was extremely helpful, I highly recommend him.
Their Project Manager was amazing. And their key account manager worked with us when we needed some changes done on the system and they made a lot of sacrifices and compromises for us.
There are a lot of automated emails that help customers stay on top of getting us the required documents, which saves time.
The software is very easy to use and our processes are now much quicker thanks to the automation that the software allows.
Turnkey offers a full packaged lending platform solution that is rapid to deploy, affordable and customisable.
Very User Friendly Software to Grow Your Business.
Credit products can easily customized with your own interest rate, min and max loan amount and etc. Fast customization and deployment.
There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase.
We are managing our finances all with Open money and we are really very impressed with their service. They are always there for any help.
No customer support on weekends. Failed payment reversals take eternity.
Ease of doing and user friendly for the Day to day activities. A complete comprehensive package to all the business transactions at a glance and have dashboard at the month end.
Sometimes some transactions get failed and deducted from open but they are reversed back in 1-3 days.
Open Banking puts all of that in one place and makes the transactions way smoother and more convenient. The UI/UX is great and very appealing.
Android Version And Support Team Is Very Poor.
The interface is pretty convenient and the ability to create different expense cards based on the expense category really helps in managing and tracking all the marketing expenses.
I want to be able to pay my employees whenever I want. Right now, it only allows me to pay them once a month.
With Open I don't have to juggle between multiple softwares and above all, for a startup the best part is I get to experience all features free of cost.
The data can be imported to Tally which my CA loves the most. You can even allow access solely for accounting purpose.
Easy configuration and usage are probably the best features.
Open Money, features are very easy to use, we can make our accounts, ledgers, vendors payment very easily its saves our time a lot! they also have very responsive customer service.
Best way to sort our business account reconciliation.
User friendly and customizable and we are using it for marketing and other corporate actyivites for payments ans services.
We are managing our finances all with Open money and we are really very impressed with their service. They are always there for any help.
No customer support on weekends. Failed payment reversals take eternity.
Ease of doing and user friendly for the Day to day activities. A complete comprehensive package to all the business transactions at a glance and have dashboard at the month end.
Sometimes some transactions get failed and deducted from open but they are reversed back in 1-3 days.
Open Banking puts all of that in one place and makes the transactions way smoother and more convenient. The UI/UX is great and very appealing.
Android Version And Support Team Is Very Poor.
The interface is pretty convenient and the ability to create different expense cards based on the expense category really helps in managing and tracking all the marketing expenses.
I want to be able to pay my employees whenever I want. Right now, it only allows me to pay them once a month.
With Open I don't have to juggle between multiple softwares and above all, for a startup the best part is I get to experience all features free of cost.
The data can be imported to Tally which my CA loves the most. You can even allow access solely for accounting purpose.
Easy configuration and usage are probably the best features.
Open Money, features are very easy to use, we can make our accounts, ledgers, vendors payment very easily its saves our time a lot! they also have very responsive customer service.
Best way to sort our business account reconciliation.
User friendly and customizable and we are using it for marketing and other corporate actyivites for payments ans services.
We are managing our finances all with Open money and we are really very impressed with their service. They are always there for any help.
No customer support on weekends. Failed payment reversals take eternity.
Ease of doing and user friendly for the Day to day activities. A complete comprehensive package to all the business transactions at a glance and have dashboard at the month end.
Sometimes some transactions get failed and deducted from open but they are reversed back in 1-3 days.
Open Banking puts all of that in one place and makes the transactions way smoother and more convenient. The UI/UX is great and very appealing.
Android Version And Support Team Is Very Poor.
The interface is pretty convenient and the ability to create different expense cards based on the expense category really helps in managing and tracking all the marketing expenses.
I want to be able to pay my employees whenever I want. Right now, it only allows me to pay them once a month.
With Open I don't have to juggle between multiple softwares and above all, for a startup the best part is I get to experience all features free of cost.
The data can be imported to Tally which my CA loves the most. You can even allow access solely for accounting purpose.
Easy configuration and usage are probably the best features.
Open Money, features are very easy to use, we can make our accounts, ledgers, vendors payment very easily its saves our time a lot! they also have very responsive customer service.
Best way to sort our business account reconciliation.
User friendly and customizable and we are using it for marketing and other corporate actyivites for payments ans services.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I have found Plaid to be an outstanding platform overall, and it has considerably improved my ability to manage my finances.
WaveApps.com reliance on Plaid a horrible decision.
I have been amazed by Plaid's powerful and dependable financial data connection capabilities.
It can have some issues authenticating banks with two-factor authentication enabled. Canadian integration is lagging behind the American one.
I love how robust their integrations are across many different payment/banking platforms.
No app for the software there’s also no way to remember or connect accounts to a profile.
More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.
More options/places are added constantly so its hard to complain about an app that is constantly trying to improve.
I so love the Plaid software it makes it so easy to login directly to your online banking account.
I love the interface of a pop-up window that allows the user to log in to their online banking, select the account, and use that to complete an online payment.
I like that you can connect your PayPal account ti have a more secure way to pay for things over the internet. You can also connect your bank account ir other credit cards.
The ease of use and mobile app which allows direct financial options from employer to employees and clients.
I like how it recognizes the different needs & requirements each individual financial group/bank expects. Some simply need login information while others demand more details.
Plaid is easy to use and doesn't have many steps you have to go through to get the information added.
Overall, I have had an excellent experience with Plaid. I had to contact customer service just 1x and I was able to get a human quickly.
Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions.
I like the ability to view if the email source is trusted or untrusted. It is helpful for viewing this information before even opening the email.
The scores are not always accurate, as I was getting "yellow" flagged warnings for internal company emails.
Knowledgeable and helpful team, fast and easy onboarding, rich data with clean interface for efficient management of order reviews.
At the moment we have the problem that Fraud.net matchs the Device ID sometimes with orders which are obviously not connected to the actual one.
I like how easy it is use and get quality information to my team.
Fraud.net helps lower the risk of clicking any phishing scams or opening any suspicious emails. By doing so, it can make my time more efficient.
I think it's good that this tool can display all the information for evaluating a case on one page (all information!).
Overall the software works wonders, but if I had any complaints, it would be that I would want more information as to why a certain risk score is given to an email on the Email Shield Add-in.
It is very good that a freely definable rule can be created from all possible data points.
F.Net cares about feedback and the desire for customizations.
The API for eCommerce and Banking are very rich in data points. As we use the product more, we shall be moving away from a rules based engine to a more Machine learning based engine.
We were able to integrate another service into fraud.net really easily.
I like the ability to view if the email source is trusted or untrusted. It is helpful for viewing this information before even opening the email.
The scores are not always accurate, as I was getting "yellow" flagged warnings for internal company emails.
Knowledgeable and helpful team, fast and easy onboarding, rich data with clean interface for efficient management of order reviews.
At the moment we have the problem that Fraud.net matchs the Device ID sometimes with orders which are obviously not connected to the actual one.
I like how easy it is use and get quality information to my team.
Fraud.net helps lower the risk of clicking any phishing scams or opening any suspicious emails. By doing so, it can make my time more efficient.
I think it's good that this tool can display all the information for evaluating a case on one page (all information!).
Overall the software works wonders, but if I had any complaints, it would be that I would want more information as to why a certain risk score is given to an email on the Email Shield Add-in.
It is very good that a freely definable rule can be created from all possible data points.
F.Net cares about feedback and the desire for customizations.
The API for eCommerce and Banking are very rich in data points. As we use the product more, we shall be moving away from a rules based engine to a more Machine learning based engine.
We were able to integrate another service into fraud.net really easily.
I like the ability to view if the email source is trusted or untrusted. It is helpful for viewing this information before even opening the email.
The scores are not always accurate, as I was getting "yellow" flagged warnings for internal company emails.
Knowledgeable and helpful team, fast and easy onboarding, rich data with clean interface for efficient management of order reviews.
At the moment we have the problem that Fraud.net matchs the Device ID sometimes with orders which are obviously not connected to the actual one.
I like how easy it is use and get quality information to my team.
Fraud.net helps lower the risk of clicking any phishing scams or opening any suspicious emails. By doing so, it can make my time more efficient.
I think it's good that this tool can display all the information for evaluating a case on one page (all information!).
Overall the software works wonders, but if I had any complaints, it would be that I would want more information as to why a certain risk score is given to an email on the Email Shield Add-in.
It is very good that a freely definable rule can be created from all possible data points.
F.Net cares about feedback and the desire for customizations.
The API for eCommerce and Banking are very rich in data points. As we use the product more, we shall be moving away from a rules based engine to a more Machine learning based engine.
We were able to integrate another service into fraud.net really easily.
What I loved about the company is that it has strong culture with great values. The company takes effort to discuss with employees their personal as well professional challenges.
Some frequent errors of the app that difficult the work sometimes.
The software is User Friendly. Easy to join the webinar and Q & A section was great.
Up to now I misted nothing. So I have on negative points.
We have been satisfied with the effectiveness of Alessa for several years.
I missing a manuel in german. Own further development is complex.
Overall it has been a good experience. The support team is great.
Sometimes is moves a bit slow and presents with error messages. I have reported this on many occasions.
My overall experience however has been a positive one as Alessa/Caseware provide excellent customer support.
Alessa is an excellent tool which has made its name in the Financial industry as an all-encompassing Anti-Money Laundering solution.
Great solution for Continuous Control Monitoring.
Anytime we have had an issue with it being down or slow the response has been very quick and the issues are resolved quickly.
Flexibility of workflow configuration, nice intuitive design.
Extremely user friendly. Data is always there and extremely easily to navigate and use the tool for transaction monitoring.
What I loved about the company is that it has strong culture with great values. The company takes effort to discuss with employees their personal as well professional challenges.
Some frequent errors of the app that difficult the work sometimes.
The software is User Friendly. Easy to join the webinar and Q & A section was great.
Up to now I misted nothing. So I have on negative points.
We have been satisfied with the effectiveness of Alessa for several years.
I missing a manuel in german. Own further development is complex.
Overall it has been a good experience. The support team is great.
Sometimes is moves a bit slow and presents with error messages. I have reported this on many occasions.
My overall experience however has been a positive one as Alessa/Caseware provide excellent customer support.
Alessa is an excellent tool which has made its name in the Financial industry as an all-encompassing Anti-Money Laundering solution.
Great solution for Continuous Control Monitoring.
Anytime we have had an issue with it being down or slow the response has been very quick and the issues are resolved quickly.
Flexibility of workflow configuration, nice intuitive design.
Extremely user friendly. Data is always there and extremely easily to navigate and use the tool for transaction monitoring.
What I loved about the company is that it has strong culture with great values. The company takes effort to discuss with employees their personal as well professional challenges.
Some frequent errors of the app that difficult the work sometimes.
The software is User Friendly. Easy to join the webinar and Q & A section was great.
Up to now I misted nothing. So I have on negative points.
We have been satisfied with the effectiveness of Alessa for several years.
I missing a manuel in german. Own further development is complex.
Overall it has been a good experience. The support team is great.
Sometimes is moves a bit slow and presents with error messages. I have reported this on many occasions.
My overall experience however has been a positive one as Alessa/Caseware provide excellent customer support.
Alessa is an excellent tool which has made its name in the Financial industry as an all-encompassing Anti-Money Laundering solution.
Great solution for Continuous Control Monitoring.
Anytime we have had an issue with it being down or slow the response has been very quick and the issues are resolved quickly.
Flexibility of workflow configuration, nice intuitive design.
Extremely user friendly. Data is always there and extremely easily to navigate and use the tool for transaction monitoring.
Tech support is knowledgeable and very responsive. They are cheerful and helpful.
There are no additional features that we are looking for that DLS doesn't offer.
The software is intuitive and easy to use. There are so many features available that it fulfills our organization's needs perfectly.
The software serves our needs and nothing in particular that doesn't work well for us.
Support is very responsive and rarely needed. I especially like that it is so easy to learn and use.
We use DLS for our Diocesan Savings and Loan Fund and have been very pleased with the use of the software and the customer support that we have received from The Computer Department.
The software is easy to use and many of the functions are very intuitive. Customer service is excellent.
Tracks loan and savings balances. The statements are clear and straight-forward; easy both to generate and to understand.
I like how easy it is to use and how many different types of reports you can run to filter the information that you need.
Solid software that serves our archdiocese very well.
It is easy to learn and entries are quick. It also fully integrates with our accounting system.
I never had "formal" training on it when I started and it is very easy to pick up. Plus it doesn't cost an arm and a leg.
Easy to use and the reporting works very well, at a reasonable price.
It tracks hundreds of savings deposit accounts and loans and does it well. It does not try to be an "everything" product.
Tech support is knowledgeable and very responsive. They are cheerful and helpful.
There are no additional features that we are looking for that DLS doesn't offer.
The software is intuitive and easy to use. There are so many features available that it fulfills our organization's needs perfectly.
The software serves our needs and nothing in particular that doesn't work well for us.
Support is very responsive and rarely needed. I especially like that it is so easy to learn and use.
We use DLS for our Diocesan Savings and Loan Fund and have been very pleased with the use of the software and the customer support that we have received from The Computer Department.
The software is easy to use and many of the functions are very intuitive. Customer service is excellent.
Tracks loan and savings balances. The statements are clear and straight-forward; easy both to generate and to understand.
I like how easy it is to use and how many different types of reports you can run to filter the information that you need.
Solid software that serves our archdiocese very well.
It is easy to learn and entries are quick. It also fully integrates with our accounting system.
I never had "formal" training on it when I started and it is very easy to pick up. Plus it doesn't cost an arm and a leg.
Easy to use and the reporting works very well, at a reasonable price.
It tracks hundreds of savings deposit accounts and loans and does it well. It does not try to be an "everything" product.
Tech support is knowledgeable and very responsive. They are cheerful and helpful.
There are no additional features that we are looking for that DLS doesn't offer.
The software is intuitive and easy to use. There are so many features available that it fulfills our organization's needs perfectly.
The software serves our needs and nothing in particular that doesn't work well for us.
Support is very responsive and rarely needed. I especially like that it is so easy to learn and use.
We use DLS for our Diocesan Savings and Loan Fund and have been very pleased with the use of the software and the customer support that we have received from The Computer Department.
The software is easy to use and many of the functions are very intuitive. Customer service is excellent.
Tracks loan and savings balances. The statements are clear and straight-forward; easy both to generate and to understand.
I like how easy it is to use and how many different types of reports you can run to filter the information that you need.
Solid software that serves our archdiocese very well.
It is easy to learn and entries are quick. It also fully integrates with our accounting system.
I never had "formal" training on it when I started and it is very easy to pick up. Plus it doesn't cost an arm and a leg.
Easy to use and the reporting works very well, at a reasonable price.
It tracks hundreds of savings deposit accounts and loans and does it well. It does not try to be an "everything" product.
The Ebanq has an awesome user inter-phase that you really do not need to be a guru to use it. It is also very fast and flexible, and their security is good enough for my credit.
It does not support stock/bonds and there is no mobile app. It does not render correctly on some mobile devices.
It comes with a beautiful, clear and easy to use interface. It's jam packed with features that allow us to enhance the service we offer to our members.
I have found no errors and bugs in this application.
The team is always responsive and everything has been online and stable throughout our entire usage period.
The interface of the current version has a few "Quality of Life" options missing but are already in the next version.
It is the perfect balance of features vs cost while remaining flexible to build upon and adjust to our needs.
A real pleasure to work with a company which works smoothly.
Modern easy to use interface. Feature set covers our needs without having a lot of extras you will never use but is customizable to add features you need.
EBANQ is user friendly Banking software. White label software use for your own logo,color and icons.
All in one solution with front end client portal and back end operations/admin portal as one package.
Besides, the support team is always available to assist with the setup.
The customer service and technical assistance is of the highest and most friendliest customer service we have experienced.
The Ebanq has an awesome user inter-phase that you really do not need to be a guru to use it. It is also very fast and flexible, and their security is good enough for my credit.
It does not support stock/bonds and there is no mobile app. It does not render correctly on some mobile devices.
It comes with a beautiful, clear and easy to use interface. It's jam packed with features that allow us to enhance the service we offer to our members.
I have found no errors and bugs in this application.
The team is always responsive and everything has been online and stable throughout our entire usage period.
The interface of the current version has a few "Quality of Life" options missing but are already in the next version.
It is the perfect balance of features vs cost while remaining flexible to build upon and adjust to our needs.
A real pleasure to work with a company which works smoothly.
Modern easy to use interface. Feature set covers our needs without having a lot of extras you will never use but is customizable to add features you need.
EBANQ is user friendly Banking software. White label software use for your own logo,color and icons.
All in one solution with front end client portal and back end operations/admin portal as one package.
Besides, the support team is always available to assist with the setup.
The customer service and technical assistance is of the highest and most friendliest customer service we have experienced.
The Ebanq has an awesome user inter-phase that you really do not need to be a guru to use it. It is also very fast and flexible, and their security is good enough for my credit.
It does not support stock/bonds and there is no mobile app. It does not render correctly on some mobile devices.
It comes with a beautiful, clear and easy to use interface. It's jam packed with features that allow us to enhance the service we offer to our members.
I have found no errors and bugs in this application.
The team is always responsive and everything has been online and stable throughout our entire usage period.
The interface of the current version has a few "Quality of Life" options missing but are already in the next version.
It is the perfect balance of features vs cost while remaining flexible to build upon and adjust to our needs.
A real pleasure to work with a company which works smoothly.
Modern easy to use interface. Feature set covers our needs without having a lot of extras you will never use but is customizable to add features you need.
EBANQ is user friendly Banking software. White label software use for your own logo,color and icons.
All in one solution with front end client portal and back end operations/admin portal as one package.
Besides, the support team is always available to assist with the setup.
The customer service and technical assistance is of the highest and most friendliest customer service we have experienced.
Good software with extensive options and frequent updates that makes life of AML department easier. It is sufficiently user friendly, and one does not to be an IT specialist to use it.
It takes a lot of work to configure the software to meet your specific needs. Certain areas, due to flexibility, provide a back-door/weakness that can damage current data by mistake.
The support we have received from the entire team has been amazing.
This should be a specific right given to users not automatically given, as a user (especially new ones) may overwrite good data with bad data by mistake.
Overall, my experience is great. It exceeds requirements in many areas and is quite a comprehensive product.
Once you reject a kyc information, the customer would not be able to fill a fresh one, except you delete the rejected one.
The product has a lot of features that are useful for managing a compliance program; inclusive of onboarding. Integration was straight forward.
The biggest drawback for me is that there is no proper manual how to use it available, and when it come to doing some re-setting or new setting it is not very easy to handle.
This platform can be do the due diligence as well as AML by very easily , it has easy manage programmed portal which is very user friendly.
Very good after sale support from the team is provided.
Automated Workflow engine , this the greatest function i have ever seen.
Ever best due diligence& KYC portal I have every seen so far.
From consult to configuration to implementation, all KYCP team members have acted as partners and have been genuinely interested in helping us achieve our business and technology goals.
Flexibility to customize programmes to support different jurisdictional requirements. Ability to integrate with 3rd party software, and ability to customize risk ratings.
Good software with extensive options and frequent updates that makes life of AML department easier. It is sufficiently user friendly, and one does not to be an IT specialist to use it.
It takes a lot of work to configure the software to meet your specific needs. Certain areas, due to flexibility, provide a back-door/weakness that can damage current data by mistake.
The support we have received from the entire team has been amazing.
This should be a specific right given to users not automatically given, as a user (especially new ones) may overwrite good data with bad data by mistake.
Overall, my experience is great. It exceeds requirements in many areas and is quite a comprehensive product.
Once you reject a kyc information, the customer would not be able to fill a fresh one, except you delete the rejected one.
The product has a lot of features that are useful for managing a compliance program; inclusive of onboarding. Integration was straight forward.
The biggest drawback for me is that there is no proper manual how to use it available, and when it come to doing some re-setting or new setting it is not very easy to handle.
This platform can be do the due diligence as well as AML by very easily , it has easy manage programmed portal which is very user friendly.
Very good after sale support from the team is provided.
Automated Workflow engine , this the greatest function i have ever seen.
Ever best due diligence& KYC portal I have every seen so far.
From consult to configuration to implementation, all KYCP team members have acted as partners and have been genuinely interested in helping us achieve our business and technology goals.
Flexibility to customize programmes to support different jurisdictional requirements. Ability to integrate with 3rd party software, and ability to customize risk ratings.
Good software with extensive options and frequent updates that makes life of AML department easier. It is sufficiently user friendly, and one does not to be an IT specialist to use it.
It takes a lot of work to configure the software to meet your specific needs. Certain areas, due to flexibility, provide a back-door/weakness that can damage current data by mistake.
The support we have received from the entire team has been amazing.
This should be a specific right given to users not automatically given, as a user (especially new ones) may overwrite good data with bad data by mistake.
Overall, my experience is great. It exceeds requirements in many areas and is quite a comprehensive product.
Once you reject a kyc information, the customer would not be able to fill a fresh one, except you delete the rejected one.
The product has a lot of features that are useful for managing a compliance program; inclusive of onboarding. Integration was straight forward.
The biggest drawback for me is that there is no proper manual how to use it available, and when it come to doing some re-setting or new setting it is not very easy to handle.
This platform can be do the due diligence as well as AML by very easily , it has easy manage programmed portal which is very user friendly.
Very good after sale support from the team is provided.
Automated Workflow engine , this the greatest function i have ever seen.
Ever best due diligence& KYC portal I have every seen so far.
From consult to configuration to implementation, all KYCP team members have acted as partners and have been genuinely interested in helping us achieve our business and technology goals.
Flexibility to customize programmes to support different jurisdictional requirements. Ability to integrate with 3rd party software, and ability to customize risk ratings.