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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For more than thirty years, our offerings have brought standardization and enhanced efficiency to banking institutions and credit unions nationwide. We possess a deep understanding of your operational needs. Fiscal spreading and tracking are key solutions provided by Vision Software Solutions. Over three decades, we have partnered with thousands of bankers, with our average client maintaining a relationship with us for over 11 years. Recognizing the priorities that matter to you, we ensure our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading strikes a harmonious balance between consistency and adaptability. Time and again, as providers of banking software, we have encountered feedback that Excel-based processes for statement spreading and tickler tracking are often inconsistent, susceptible to errors, and labor-intensive. Furthermore, we have committed to keeping our products as independent solutions, given that spreading and tracking are too vital to be relegated as mere add-ons within larger comprehensive systems. In doing so, we empower our clients with the reliability and focus they need to thrive in their financial operations.

Description

Tickler stands out as the premier checklist application for Zendesk, relied upon by numerous teams to maintain clarity and consistency in their processes. It seamlessly integrates dependable and user-friendly checklists directly into your Zendesk tickets. Whether managing the onboarding of a new client, addressing a complex request, or simply ensuring that important steps are not overlooked, Tickler empowers your team to remain focused and organized without unnecessary deliberation. There's no longer a need to doubt what has been accomplished or to follow up with agents for progress updates. With Tickler, your checklists are not only transparent and actionable, but they also fit naturally into your team’s existing workflow, enhancing overall efficiency. This streamlined approach ensures that every team member is aligned and aware of their responsibilities, making collaboration more effective than ever.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Zendesk No 

Integrations

Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1.95 per user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Vision Software Solutions

Website

www.visionsoftwaresolutions.com

Vendor Details

Company Name

Lovestock & Leaf

Founded

2009

Country

Australia

Website

www.lovestockleaf.com

Product Features

Commercial Loan

Asset Management No 
Audit Trail No 
Complex Debt Structures No 
Dashboard No 
Document Management No 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Product Features

Alternatives

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