Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BrightOffice offers tailored software solutions to both new and established brokers and lending businesses alike. Our systems cater to a wide range of users, from commercial brokers and lenders to consumer lenders and retail brokers, ensuring comprehensive support across the industry. With our Cloud CRM platforms, users can seamlessly introduce new products such as asset finance, short-term lending, bridging loans, and invoice factoring, enabling expansion into fresh markets. The inclusion of customizable loan process workflows allows you to efficiently oversee tasks from initial fact-finding and credit checks to application capture and invoicing, all within your personalized Broker-Lender Cloud CRM. Understanding that cash flow is crucial for your operations, BrightOffice provides tools to monitor all financial transactions associated with individual lending cases effectively. Additionally, all your sensitive data is securely stored and regularly backed up on our UK servers, ensuring peace of mind. By choosing BrightOffice, you empower your business with innovative technology designed to enhance productivity and streamline operations.
Description
A cutting-edge solution tailored to meet the specific requirements of investment firms has emerged. The current investment landscape is grappling with significant obstacles due to the sluggish recovery from the recession and evolving regulatory standards imposed on banks and dealers. In light of these challenges, top brokers are striving to stand out by offering distinctive products and utilizing technology to enhance operational efficiency while focusing on superior customer service. PCS presents ERP Securities, a groundbreaking solution that comprehensively addresses the intricate business demands of financial institutions and brokerage firms in relation to market developments and enterprise resource planning, ultimately ensuring they can deliver high-quality and competitive services to their clients. Additionally, PCS Brokerage is an intuitive application designed to streamline back-office operations, facilitating smoother workflows for firms in the financial sector. This innovative approach not only improves efficiency but also empowers firms to respond swiftly to market changes.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
BrightOffice Cloud CRM
Founded
2009
Country
United Kingdom
Website
www.brightoffice.co.uk/crm/broker
Vendor Details
Company Name
PCS
Founded
1992
Country
Greece
Website
www.pcs.gr/index.php/pcs-brokerage/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management