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Tất cả kết quả
SmartLife
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Underwriting, Life Insurance, Proposal, Quotes, Benefits illustrations, Claims, Unit Linked
1 out of 11
KYC for Microsoft Dynamics 365
CRM Partners MembersLife
+3
Applicable to:
Sales
Customer Service
Power Apps
Mpower Finance KYC provides al the data you need to onboard customers. UBO and compliance research.
5.0
(1 xếp loại)
2 out of 11
SmartLoan
Smartstatz Solutions LLP
+3
Applicable to:
Sales
Power Automate
Power Apps
los, banking, assets, loan origination, loan underwriting, credit assessment, credit approval notes
3 out of 11
Crowe Problem Loan Management
Crowe LLP
+3
Applicable to:
Sales
Customer Service
Power Apps
Recover and resolve problem loans by streamlining your workflow, task tracking, and reporting
5.0
(1 xếp loại)
4 out of 11
WDX1
WEALTH DYNAMIX
+4
Applicable to:
Marketing
Sales
Customer Service
Power Apps
Client Lifecycle Management solutions for wealth managers
5 out of 11
Comtrade DASA
Comtrade System Integration
+2
Applicable to:
Power Automate
Power Apps
Empower decision-making by streamlining reviewing and approval processes with our DASA application.
6 out of 11
ESG and Sustainability Risk Intelligence
CORIZANCE
+2
Applicable to:
Power Automate
Power Apps
Connectedly assess, reduce Sustainability, ESG risks & effectively achieve Net Zero and social goals
7 out of 11
Digital KYC Management Solution
Dotcom Software Projects
+2
Applicable to:
Power Automate
Power Apps
Digitise and standardise the KYC process within any organisation.
8 out of 11
FI Model Risk Manager
FI Consulting, Inc.
+2
Applicable to:
Customer Service
Power Apps
FI's MRM helps financial institutions govern and manage risk of their model portfolios.
9 out of 11
SmartBank
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Banking CRM, Customer Single View, Fixed Deposits, CASA, Savings Account, Loans, Credit Cards
10 out of 11
WealthCraft
WealthCraft
+3
Applicable to:
Sales
Customer Service
Power Apps
Meet WealthCraft, your digital office assistant
11 out of 11