Union digital
This financial CRM software offers a robust digital core designed for smart automation and operational efficiency. It integrates vital modules such as client records, deal management, and payments, facilitating seamless management of critical processes. With customizable architecture and secure API integrations, it empowers financial institutions to adapt swiftly to changing market dynamics while enhancing client experiences across multiple channels.
Top Union digital Alternatives
Elements
Powerful ERP software designed for the financial sector streamlines operations for over 1,000 businesses.
Forex CRM
A leading brokerage technology provider, Forex CRM specializes in innovative custom solutions tailored to the unique needs of forex brokers globally.
ObjectWay
Positioned as a Strong Performer in The Forrester Wave™ for Digital Wealth Management Platforms, Objectway expands its North American presence to enhance wealth management capabilities.
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
PlanMagic Finance Pro
PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024.
SatuitCRM
Acquired by Tier1 Financial Solutions in 2021, this Financial CRM Software excels in delivering tailored solutions for Buy-Side asset management, hedge funds, wealth management, private equity, and real estate markets.
NexJ Contact
With advanced tools for tracking client engagements, users can enhance communication and streamline processes...
MyPlanMap
By integrating actionable checklists, advisors can enhance visibility and engagement, fostering lasting relationships...
audius:Finance
Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract...
Kronos Finance
With automated renewal alerts and a user-friendly interface, it enhances operational efficiency and improves customer...
B2Core
It streamlines the management of customers, administrators, and introducing broker partners within a single platform...
Bricknode Broker
With a fully cloud-based infrastructure, it simplifies complex financial operations, allowing businesses to focus on...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
Top Union digital Features
- Client-centric data insights
- Seamless API integrations
- Customizable product features
- Real-time operational capabilities
- Modular architecture design
- Multi-channel messaging solutions
- Automated payment processing
- Flexible reporting options
- Comprehensive KYC enhancements
- User-defined access controls
- Scalable cloud hosting
- Cross-sell profitability tools
- Instant currency exchange rates
- Dynamic loan management systems
- Omni-channel client experience
- Detailed audit trail functionality
- Configurable pricing structures
- Mobile and POS channel integration
- Streamlined client onboarding processes
- Real-time interest calculations
Top Union digital Alternatives
- Elements
- Forex CRM
- ObjectWay
- Financial Cloud CRM
- PlanMagic Finance Pro
- SatuitCRM
- NexJ Contact
- Apex 72
- MyPlanMap
- audius:Finance
- Kronos Finance
- B2Core
- Jobstream
- Bricknode Broker
- View CRM
