IMPRINT AI-Workforce Management Solution’s Post

🔥 Check out NACM’s November eNews survey results for exclusive insights! Here’s why YOU should participate: ▪️ Quick and easy – takes just a minute! ▪️ See how your peers are thinking ▪️ Influence future discussions and insights 🔎 Don’t miss out on our weekly polls! All your insights give a better scope of trends in the B2B credit world. ➡️ Swipe below to see this month’s results ➡️ #creditmanagement #financensights #pollsurvey #eNews #crediprofessional #B2Bcustomers #invoices #customerportals #automation #software #credittechnology

❗ Did you know that 55% of leading financial advisers are already using technology for digital fact finding? The benefits are clear – digital fact finding enhances efficiency, improves data accuracy and fosters stronger client engagement. Our newly enhanced FE Onboard Client Portal is designed to simplify your fact-finding process and build even stronger client relationships. ➡️ Discover more here: https://hubs.ly/Q02XHzl_0 #FEfundinfo #FinancialAdvisers #FintechSolutions #ClientEngagement

Do you really KNOW your customer? Deep insight into your commercial client’s data is crucial for: 👊 Beneficial client conversations from the first meeting 📈 Boosting broker confidence 💰 Converting more commercial loans Even for seasoned brokers, gathering KYC data takes time away from building deeper strategic client relationships. That’s why CitoPlus pulls in an impressive set of third-party customer data right from the “Lead” stage. Deep diving into your client’s data from the start doesn’t have to be painful. Register for our next webinar and learn how drive results from the beginning: https://zurl.co/4CWB

Nobody's got it all figured out. Especially when it comes to pulling and utilizing credit data across multiple platforms.   Gotta make sure your teams are all on the same page with access to the same info. And that you're staying compliant. Just keep in mind, when you're connecting systems, you absolutely need to think about: - Setup costs and pricing - Help with implementation - Keeping data secure and managing who can access what By tackling these points, you can build a more efficient, unified credit reporting process across your whole organization. Working with CRS‎ is the fastest way to get credit data for your business. #creditdata #API #commerciallending #softpulls #consumerlending #lending

Pepperstone has been named the Best Broker of 2024 by InvestingGuide, a leading authority in financial service reviews. The evaluation process focused on the user experience, considering factors like ease of use, innovative tools, and customer service. 'InvestingGuide praised Pepperstone for its excellent services, including advanced trading platforms like MT4, MT5, TradingView, and cTrader. These platforms offer powerful analytical tools and automation while remaining user-friendly,' the review stated. Pepperstone's competitive pricing, with low spreads and commissions, was also commended. The broker's fast execution speed, enabled by low-latency servers, ensures traders can seize opportunities without hesitation. 'Regulatory compliance is a cornerstone of any trustworthy broker, and Pepperstone excels in this area,' InvestingGuide noted. The broker holds multiple licenses, including ASIC, FCA, CySEC, DFSA, BaFin, CMA, and SCB, ensuring a safe and secure trading environment. Pepperstone's commitment to client fund protection and localized support further solidified its position as the Best Broker of 2024. The review highlighted the broker's award-winning customer support and high user ratings as evidence of its dedication to customer satisfaction. Pepperstone's focus on education and community engagement sets it apart from competitors, fostering a vibrant trading community. InvestingGuide's assessment underscores Pepperstone's leadership in innovation, regulatory compliance, and customer satisfaction. #BestBroker2024 #TradingSuccess #InvestingGuide

🌟Managing multiple accounts across different currencies has never been easier! With Fineract’s Account Management feature, financial institutions can seamlessly manage diverse account types while delivering a personalized experience for every customer. ✅ 360° Customer Dashboard: Get a complete view of your customer’s financial profile at a glance, enabling better service and more informed decisions. ✅ Customizable Solutions: Tailor account services to meet specific customer needs, from multi-currency support to personalized financial products. Enhance customer satisfaction by simplifying their financial journey while ensuring compliance and security. 🙌 👉 Discover more: https://lnkd.in/eisnQsjc #CustomerExperience #CoreBanking #DigitalTransformation #Fineract #AccountManagement #FiterSolutions

Attention Banks/Credit Unions decision-makers working in collections! Are you prepared to handle more delinquencies with your current Collections technology stack? Do you have a plan-in-place in case the Fed does not lower interest rates in September? If your answered NO to both, check out ML Collect by clicking the link below. Discover how this collections software can streamline workflows, boost automation, and offer real-time payment tracking for efficient delinquency management. [Link to ML Collect: https://lnkd.in/efs7tkiW]

CreditBrowser® is the tool you've been looking for if you need to improve the management of consumer disputes. Available batch processing enables your team to avoid manual entry when pulling reports for multiple consumers. Watch this brief intro and chat with our team at the Consumer Data Industry Association's #ConsumerDataConnect conference next month in Washington, D.C. #cdia2024 #creditreport #creditbureau #consumerdata

"Instead of hours, it's minutes now." – Tom Morison, Aria Financial. SmartData automates ID verification, bank statement collection, and credit checks, saving brokers around 35% in lodgement time — the equivalent of up to three days — and valuable effort in the process. To see how SmartData works for yourself, click the link below: https://lnkd.in/gCerSF5T #betterbeginshere

What's CashWare? It's an intuitive cash automation solution that boosts tellers' productivity and maximizes the value of your teller cash recyclers. What's CashWare Advisor? This reporting and analytics dashboard empowers key personnel with real-time, actionable intelligence on all the cash in your network Learn more about these powerful solutions: https://lnkd.in/dVnbABr #cashautomation #branchautomation #bankingtechnology #branchtransformation