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Description
Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.
Description
Avolin's specialized CRM is meticulously crafted for community banks and credit unions, providing a comprehensive, 360° perspective of your clients. This innovative tool equips your financial services teams to achieve unparalleled customer service outcomes, enhancing the overall client experience. By utilizing a centralized data view, you can foster stronger relationships with clients by streamlining all interactions and communications. With a unified perspective, your organization can cultivate better connections, increase sales, and seize every potential opportunity. CoreTrac surpasses conventional platforms, delivering profound insights that enable tailored communications for each client and prospect, ensuring that the right message reaches them at the perfect moment. Additionally, it efficiently handles online requests, allowing your website to effectively serve clients and generate revenue around the clock, ultimately enhancing your operational efficiency. This level of functionality ensures that your institution remains competitive in an ever-evolving financial landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$165 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bricknode
Country
Sweden
Website
www.bricknode.com/products/bricknode-broker/
Vendor Details
Company Name
Ignitech
Founded
2018
Country
United States
Website
ignitetech.com/softwarelibrary/coretrac
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management