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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite
TrustEngine

Integrations

COZYROC SSIS+ Suite
TrustEngine

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

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

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

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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