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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

Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process using automation and Intelligent Document Processing, with no code required. From on- and offboarding to invoice processing, Google Workspace administration, approval workflows and everything in between, if you can draw a flowchart of your process, then you can automate it with zenphi. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
AppSheet No 
ClickUp No 
Dropbox No 
Gmail No 
Google Calendar No 
Google Chat No 
Google Workspace No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
Jira Service Management No 
LinkedIn No 
Microsoft Azure No 
MySQL No 
QuickBooks Accountants No 
SendGrid No 
Smartsheet No 
Telnyx No 
Typeform No 

Integrations

Adobe Acrobat Sign Yes 
AppSheet Yes 
ClickUp Yes 
Dropbox Yes 
Gmail Yes 
Google Calendar Yes 
Google Chat Yes 
Google Workspace Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Jira Service Management Yes 
LinkedIn Yes 
Microsoft Azure Yes 
MySQL Yes 
QuickBooks Accountants Yes 
SendGrid Yes 
Smartsheet Yes 
Telnyx Yes 
Typeform Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version Yes 

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 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 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

zenphi

Founded

2020

Country

Australia

Website

www.zenphi.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 Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management Yes 

Digital Workplace

Activity / News Feed No 
Calendar Management Yes 
Chat / Messaging Yes 
Content Management No 
Document Management Yes 
Employee Directory Yes 
File Sharing No 
Knowledge Management No 
Surveys & Feedback Yes 
Task Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access No 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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