platform for Independent Financial Advisors, Banks, Insurers & NeoBanks.
Digital KYC
Secure authentication is a breeze with MyInfo integration. A simple 2-step process provides accurate customer information and streamlines the application process.
We provide Credit/Payment Management, Credit Analytics/Allocation and Payment Tracking/Reconciliation – performed using intuitive dashboard, case management and report modules.
Be the first to grab the market! Quickly promote & launch new financial products, onboard new customers, manage communications and case management – all in one integrated platform.
8 in 10 customers are willing to pay more for better customer experience. Achieve that better customer experience when you incorporate your services onto our platforms today!