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Description
The Business Finance Manager serves as the essential financial dashboard for small and medium-sized enterprises (SMEs), playing a crucial role in the success of your clients. By leveraging AI and data analytics, we empower your business clients to maintain oversight of their cash flows and liquidity management, allowing them to better concentrate on their primary operations. Accessible from anywhere at any time, your clients can view all vital financial data they need. The BFM enhances liquidity planning through insights derived from data analytics and machine learning technologies. Timely, relevant information and tailored recommendations are seamlessly integrated into the BFM, ensuring clients receive support when necessary. Utilizing machine learning to identify key content not only bolsters customer loyalty but also promotes opportunities for cross-selling. Moreover, you will uncover new advisory strategies and acquire a comprehensive understanding of cash flows alongside third-party banking data for enhanced bank analytics, ultimately leading to better financial decision-making. This holistic approach to finance management positions your business as a trusted partner in your clients' growth journeys.
Description
Consider the requirements of your clients and begin developing products tailored to fulfill those demands. With bankCirrus, you can trust that having control and flexibility can coexist harmoniously. We offer a variety of accounts, including savings, fixed deposit, term deposit, and current accounts. Innovate and create with us. If you envision a banking product we haven't yet considered, we will customize it and integrate it into bankCirrus. This platform streamlines the customer experience by consolidating both lending and deposit services. Whether securing a loan today, setting up a term deposit tomorrow, or addressing insurance premium financing next week, bankCirrus adapts to your evolving needs. Wondering if you can use a portion of your deposit account as collateral for a loan? With bankCirrus, that’s entirely possible. Furthermore, we facilitate connections across various channels within your organization and external services. Our integration with Credit Bureaus, Payment Processors, and other essential services enhances convenience for customers and boosts operational efficiency. Customers can seamlessly deposit, withdraw, and transfer funds online. Additionally, our virtual assistants are equipped to make real phone calls to customers, enabling you to expand your service reach effectively. By harnessing these capabilities, you can ensure a comprehensive and satisfying banking experience for all users.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Contovista
Founded
2013
Country
Switzerland
Website
www.contovista.com/business-finance-manager/
Vendor Details
Company Name
LoanCirrus
Founded
2016
Country
Jamaica
Website
loancirrus.com/digital-banking/
Product Features
Product Features
Online Banking
Brokerage
No
Cash Management
No
Chat / Messaging
No
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
No
Marketing Automation
No
Retail Banking
No
Single Sign On
No
Transaction Monitoring
No
