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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

PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.

Description

StrategyOne by CRIF Digital is an all-inclusive digital decision-making tool that empowers companies to execute, test, and oversee decision-making processes without the need for programming skills. By harnessing augmented intelligence powered by AI, it significantly improves decision-making logic, credit assessment, and various operational procedures. The platform features an intuitive visual designer that allows business users to quickly develop and modify decision strategies, thereby enhancing overall decision-making throughout the customer journey. Additionally, it provides capabilities for what-if analysis, simulation, and strategy refinement using machine learning techniques, while ensuring adherence to regulations such as Basel and IFRS9. Users can also benefit from advanced analytical tools, real-time performance tracking, and the deployment of decision logic without interruptions, which facilitates a more responsive and informed approach to data-driven decision-making. In a world where fast and reliable insights are crucial, StrategyOne stands out as a vital resource for organizations aiming to elevate their operational effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apiax

Integrations

Apiax

Pricing Details

$30000 one-time payment
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Expersoft Systems

Founded

1992

Country

Switzerland

Website

www.expersoft.com/solutions

Vendor Details

Company Name

CRIF

Country

Italy

Website

www.crif.digital/solutions/strategyone/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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