Empower Your Financial Services with Seamless Integration
UniFi’s unique data structure enables financial institutions to provide banking, trust, wealth management, payments, reporting, and financial management services under one unified core system with little to no code.
Revolutionizing Financial Services With A Unified Data Ecosystem
A typical community bank may have 7 to 15 lines of business that operate vertically with each having its own processes, applications, and databases. Banks must connect these processes and data across each lines of business to deliver great personalized interactions, services, and increase data security.
Effortless Digital Engagement for Profitable Connections
Streamlining communication between financial institutions and customers across various channels, Chatterbot ensures seamless interaction, enhancing satisfaction, loyalty, and business growth.
Elevate Your Business Potential with Workplace Tech's Integrated Solutions
Unleash the power of integrated business management with Workplace Tech. We offer a unified platform for Human Resources(HR), Accounting, CRM, Project Management, and Customer Service, providing essential tools to optimize operations and drive business growth.
Revolutionize your wealth management strategies with Adviser Source. We provide advanced tools and insights to enhance portfolio management, client engagement, and financial planning, helping wealth managers deliver superior value to their clients.
FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.
Empowering Revenue Growth Through Seamless Transactions
Chargelt specializes in embedded finance and card issuance, offering businesses secure and efficient payment options integrated with card payment settlement networks like Visa and Mastercard. This integration enables faster transactions and global scalability.
RetireBetterTM works together with advisers and clients to harness a high-technology administration and recordkeeping system, combined with unparalleled access to investment options in order to offer a best-in-class retirement platform for corporate and individual clients.
Signme provides a streamlined and secure electronic signature solution for businesses, enabling fully digital document signing. Designed for convenience and compliance, it simplifies agreements and speeds up transaction processes.
Coming soon
Banking for Compliance-Focused Businesses
Safe & reliable business banking, payments, and compliance all-in-one platform
Effortless Account Opening with Intelligent Digital Forms
EZForm revolutionizes digital account opening with intelligent, digital form generation. Whether in-branch or online, customers can complete account forms effortlessly, enhancing accuracy and reducing onboarding time.
Coming soon
DocVault
DocVault offers a secure cloud storage platform tailored to financial documents. Financial institutions and businesses can organize, store, and access documents with ease, ensuring secure storage and quick retrieval.
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