Pismo Features

Protect card data using algorithmically generated numbers (also known as tokens).

Comply with Payment Card Industry Data Security Standard (PCI DSS)

Provide integration with card networks such as Visa and Mastercard

Integrate with software such as accounting, expense management, or banking.

Provide a sandbox to simulate and test payments cards and transactions

Deliver APIs for custom integrations and to exchange financial data with other applications.

Capability to perform complex tasks without constant human input

Analyze potential risks across the organization

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan and implement systems for monitoring, registering, and management of ATM machines.

Ability to manage transactions online with a mobile device or computer.

Receive data and information in real time

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Division of banking that assists individuals or organizations raise capital and provide financial consulting services.

System alerts about the need to escalate an issue or request

Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers

Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes.

Initiate collection and analysis of known risks

Secure assets in financial institutions in foreign countries.

Verify the identity of users/devices to enable secure access

Electronically collect payments for goods or services

Record customer information, purchase history, and other notes

Identify and prevent suspicious activity

Monitor or audit historical and current transactions to analyze customer account activities

Division of banks that focus specifically on retail customers.

Alter the layout and content of reports

Track and manage adherence to policies for any service, product, process, or supplier

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use AI to generate content in the form of text, images, videos, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

At least a username and password is required to access the system

Create, design and manage workflows for repetitive tasks

Develop, document, and implement policies & procedures to protect an organization's assets.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Manage and handle various international currencies

Extra layer of security that requires not only a password and username but also something specific to that user

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Banking and financial services designed for clients with a high level of income and/or sizable investment assets.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Observe and track the demand, usage, progress or quality of a system, product, or user

Set up connections to third-party platforms to improve business processes

Store, manage, and track all electronic documents in a centralized location

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Expand services to areas outside of the home location, functioning as an extension of the home location.

Track and report regulatory data to either internal management or external stakeholders

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Non-for-profit financial institution that is owned by all of its members

Active monitoring of systems, applications, or networks

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Analyze and gain insights into data in real-time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accept and process credit card transactions

Back-end system that processes daily banking transactions and posts updates to accounts and other financial records.

Plan, manage, and track the financial activities of an individual or organization

Add customized logos and colors to align with company branding

Initiate interactions with customers by proactively starting conversations or providing informational content

Creation, processing, verification, and execution of invoices till the payment is made

Securely stores data to prevent data loss or breaches

Manage various distribution channels, build relations with channel partners, and track their performance

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Graphical representation of data

Organize and manage the accomplishments and development of employees or performance of applications or systems

Pre-designed layouts that can be customized to match preferences and requirements

Manage, organize, and store contact information

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Centralized accounting record which tracks all financial transactions

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track and manage schedules and meetings via an integrated calendar

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

Manage assets throughout their lifecycle to optimize profit

Create, send, and track purchase orders and their statuses

Import and export data to and from software applications

Form predictions based on past and present data/trends

A record of all activities within the system, including user access, changes made, etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid.

Allow users to activate cards, define spend limits, or change PIN codes.

Personalize cards using logos, brand colors, and custom messaging,

Define how cards can be used: single use, multi use, online, POS

Track card fulfillment information such as orders, inventory, and shipping

Manage replacements of stolen ,damaged, and lost cards.