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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 

Screenshots View All

Screenshots View All

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 
Microsoft Copilot No 
Microsoft Entra ID No 
Microsoft Power BI No 
OneSpan Sign No 
OpenAI No 
Salesforce No 
Stripe No 
Tableau No 
TextRazor No 
Xakia 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 
Microsoft Copilot Yes 
Microsoft Entra ID Yes 
Microsoft Power BI Yes 
OneSpan Sign Yes 
OpenAI Yes 
Salesforce Yes 
Stripe Yes 
Tableau Yes 
TextRazor Yes 
Xakia 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 

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