A nationwide SaaS market-intelligence platform helping US community banks evaluate branch opportunities with Census, competitor, and geographic data
A reservation-based property management and IoT automation platform for vacation-rental guest access, payments, and smart amenities
An AI agent that reads a bank account's historical transaction data and generates a clear, plain-language
An AI agent that scans historical account data to flag unusual entries, spikes, and irregular patterns
App Helper, SOPs Helper & Guidelines Helper unified into one AI assistant for company Guidelines, Policies and Procedures
An AI agent that reviews resumes against a job description and shortlists the best-fit candidates
Tracks tasks from Excel sheets and notifies members and leaders about due tasks with AI-generated summaries
Funding sector relied heavily on its sales associates to maintain a personal database of contacts.
BankersGPS is the trusted solution for more than 1,000 community banks in the US.
Solution Overview Generation 5 is a software for the US banks to help them budget
Solution Overview Compass application has a broad range for features from Executive Dashboards, Liquidity and
Xpertifi Skills Tech specializes in Blended Learning courses, with a primary focus on
Xpertifi Skills Tech specializes in Blended Learning courses, with a primary focus on
Solution Overview Quotation Tracking System is a powerful tool to Create, Track, Send the Quotations.
To be able to perform the lottery draw for over 5,00,000 eligible sales personals on
To be able to track the performance of 1000+ Leaders as per their Monthly/Annual Sales
Manage Distributors, View Distributors Prospects / Customers, View Distributors Planned vs Actual Activities. Solution Overview
BankersGPS (Goal Positioning System) is a suite of Web Products with features to serve bankers
Generate reports with a count of vehicles, identified and unidentified vehicles, total vehicles, frame-wise count,
Application to enable users to generate a WILL online. Manage asset classes, assets, personal details,
Executive Dashboard is a web-based reporting interface for a desktop-based application. The Reports on the
A cargo and shipment operations platform connecting orders, vehicles, warehouses, container planning, stuffing and customer updates.
Clients Access Management to Multiple Products. Manage 5000+ Institutions. Extraction of historical data. Solution Overview
Ability to do asset liability management on monthlly basis, enhance budgeting, generate forecasts and customize
It enables users to manage personal details, Income details, and Investment details. Multiple reports in
Determine the strategic direction and strategic focus of a company. Solution Overview The solution is
4000+ Bankers Data is required to be updated for 500+ line items at a frequency
Application to enable the retailers to place an order quickly to a whole seller. Track
Application to manage multiple franchises, central kitchen, order management and tracking betweenthe franchises & kitchen,
Application to manage Projects, designs layout plans, perspective views, contract documents, images. Ability to update
Facility to configure the Annual / Monthly Sales Targets, upload actual sales Dashboard Reports. Solution
Enable distributors to manage Prospects, Customers, Sales. Making distributors more organized. Solution Overview Making distributors
A security-first wealth-management platform enabling privileged banking customers to create, update, version and securely generate legally structured wills.
Application to enable users to identify and manage high-level objectives and to identify and manage
LeadVictor is used for Lead Mgmt, Contact Mgmt, Task Mgmt, Automation of communication and standardization
Solution Overview Compass application has a broad range for features from Executive Dashboards, Liquidity and
Excel Add-ins Solution Overview An add-in for the excel savvy users to login, and access
Solution Overview An add-in for the MS Outlook to quickly form a link &open the
Competitive GPS is that part of BankersGPS (Goal Positioning System) which helps bankers perform competitive
LeadVictor is used for Lead Mgmt, Contact Mgmt, Task Mgmt, Automation of communication and standardization
Risk GPS is that part of BankersGPS (Goal Positioning System) which gives a complete Interest
DigiCard is used as an alternative to the Visiting Card. Quickly share many links with
Budget Playbook Aligning the daily activities to the budget and monitoring using numbers and graphics
Forecast GPS is that part of BankersGPS (Goal Positioning System) which using call report data,
EzBudget – Budgeting Application Solution Overview An application for Budgeting for the Bankers of the
A multi-branch Loan Management System digitizing enquiry, application, sanction, disbursement, customer communication and post-disbursement engagement.
AI integrated Help for LeadVictor to answer user questions from product knowledge, CRM workflows, and support documents.