Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Every industry, organization, individual, and system operates with specific objectives they aim to achieve or sustain. Whitestein's outcome-oriented process solutions are crafted to align with real-world goals, incorporating intelligence, efficiency, and transparency. In the realms of banking and asset management, firms face critical business objectives that need to be met at both the micro and macro levels. The LSPS Financial Services Case Management Framework offers tailored solutions that focus specifically on reaching these desired outcomes. Whether addressing the entire client lifecycle or targeting a particular aspect, LSPS' innovative software is model-driven, ensuring that every process is directed towards achieving the defined business goals while remaining adaptable to unforeseen challenges. This adaptability is crucial in an ever-evolving business landscape, making LSPS a valuable partner for organizations striving for success.
Description
API Access
Has API
No
API Access
Has API
Yes
Integrations
Adobe Acrobat Sign
No
Box
No
Docusign
No
Gemini
No
Google Maps
No
Google Translate
No
Harvey AI
No
HubSpot CRM
No
HubSpot Customer Platform
No
Kira
No
Integrations
Adobe Acrobat Sign
Yes
Box
Yes
Docusign
Yes
Gemini
Yes
Google Maps
Yes
Google Translate
Yes
Harvey AI
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Kira
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Whitestein Technologies
Founded
1999
Country
Switzerland
Website
www.whitestein.com
Vendor Details
Company Name
Neota
Founded
2010
Country
United States
Website
www.neota.com
Product Features
Application Development
Access Controls/Permissions
Yes
Code Assistance
No
Code Refactoring
Yes
Collaboration Tools
Yes
Compatibility Testing
Yes
Data Modeling
Yes
Debugging
No
Deployment Management
Yes
Graphical User Interface
No
Mobile Development
No
No-Code
Yes
Reporting/Analytics
Yes
Software Development
No
Source Control
Yes
Testing Management
No
Version Control
No
Web App Development
No
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
No
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Data Management
Customer Data
Yes
Data Analysis
Yes
Data Capture
Yes
Data Integration
Yes
Data Migration
Yes
Data Quality Control
No
Data Security
Yes
Information Governance
Yes
Master Data Management
Yes
Match & Merge
No
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
No-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
No
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
Yes
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
Robotic Process Automation (RPA)
Analytics
No
Attended Automation
No
Code-free Development
Yes
Image Recognition
No
Optical Character Recognition
No
Process Builder
No
Third Party Application Integration
No
Unattended Automation
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes