Compare Jinnee vs. myView

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

America's business banking. Better banking was what business builders wanted. North One was born. In minutes, you can open an account. You are responsible for building your business, creating jobs, and serving your community. It's hard work. North One makes it easy to manage the most difficult parts of your business. We're here to help you focus on the road ahead. North One is built for freelancers, small businesses and startups across America. Smart integrations with existing tools allow you to make payments, track your money, and automate your finances. North One was designed to make managing money simple so you can concentrate on running your business. No more branches. No more lines. No more paperwork. Access your North One Account 24/7 from your smartphone or computer. No matter where your business is located, you can access it from anywhere. Automatically create envelopes for taxes, payroll and rent.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Transform your last-mile delivery operations with our comprehensive shipment management software solutions! From comprehensive operations management to a robust driver app and a customizable client portal, we offer a complete solution. Our committed team continually strives to develop innovative technology tailored to the unique needs of the logistics supply chain across North America. Twenty-five years ago, CXT Software was founded with a mission to empower courier and route delivery companies. Our software has been a trailblazer, introducing innovative features and workflows for courier dispatching and driver management, while also paving the way for streamlined logistics management technology for diverse industries such as healthcare, pharmaceuticals, retail, distribution, and more. We take pride in staying ahead in the dynamic world of shipment management by delivering the best solutions and services. If you haven't had the opportunity for a no-pressure personalized demo, why wait? Learn how we’re more than just a service provider; we’re your partner in success.

Axe Credit Portal, axefinance’s powerful integrated software for loan origination automation, is available as a locally hosted solution or as a SaaS solution (cloud). Axefinance was founded in 2004 and is a global provider of software that focuses on credit management automation for financial institutions (traditional, Islamic, etc.). Looking for a competitive edge in productivity and customer support for all client segments: corporate, retail, and SME. axefinance is a trusted financial partner to respected global financial institutions such as Societe Generale and Al Rajhi Bank, Banque Internationale de Luxembourg, First Abu Dhabi Bank, and Banque Internationale de Luxembourg. ACP users enjoy increased profitability, greater productivity, and customer satisfaction, while staying current with ever-changing compliance regulations

Synap is an intelligent online exam platform for secure, question-based learning, trusted by organisations worldwide. Designed to help businesses, training providers, and educational institutions create, deliver, and manage both practice and high-stakes exams with ease. Synap offers a fully customisable, brandable portal, allowing companies to maintain their identity while providing seamless exam experiences. Our platform supports diverse question types including images, MCQs, and EMQs, which can be created directly or imported in bulk via CSV to streamline large-scale assessment needs. Integrated proctoring ensures exam integrity by monitoring candidates during live exams, preventing cheating and fraud. Synap delivers robust analytics and reporting tools, giving organisations detailed insights into learner performance, progress, and question effectiveness. This data empowers businesses to make informed decisions, improve training outcomes, and identify skill gaps quickly. With flexible exam timers, question randomisation, and secure environments, Synap scales effortlessly from small teams to enterprise-level clients. Plus, easy LMS integrations and API support enable smooth workflow automation. Synap’s intuitive interface requires minimal training, enabling organisations to deploy exams quickly and efficiently. Our dedicated customer success team provides ongoing support to ensure smooth implementation and continuous optimisation. Synap also supports compliance with data protection regulations, giving organisations peace of mind when handling sensitive learner data.

Manage your clients' IT infrastructure. Don't settle. ConnectWise RMM, a ConnectWise software solution that provides proactive tools as well as NOC services, will exceed your clients' expectations. Smart patching is more important than ever as the number of vulnerabilities is increasing every year. We automatically test and deploy patches when possible and limit harmful patches. Clients are protected while you spend less time managing endpoints, and more time growing your company. It is difficult to find, afford and retain high-quality talent. 81% of IT leaders believe it's difficult to find the right talent. Add ConnectWise RMM and NOC services to get the expertise and problem solving you need to be the advisor your clients require--without increasing headcount.