[ Pismo Reviews ](https://www.g2.com/products/pismo/reviews) [ Pismo Reviews ](https://www.g2.com/products/pismo/reviews) # Pismo Features ##### ## Card Management (6) Card Types Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid. Card Controls Allow users to activate cards, define spend limits, or change PIN codes. Card Personalization Personalize cards using logos, brand colors, and custom messaging, Configuration Define how cards can be used: single use, multi use, online, POS Fulfillment Track card fulfillment information such as orders, inventory, and shipping Replacement Manage replacements of stolen ,damaged, and lost cards. Show More ##### ## Controls (6) Tokenization Protect card data using algorithmically generated numbers (also known as tokens). Security Comply with Payment Card Industry Data Security Standard (PCI DSS) Card Networks Provide integration with card networks such as Visa and Mastercard Integration Integrate with software such as accounting, expense management, or banking. Testing Provide a sandbox to simulate and test payments cards and transactions APIs Deliver APIs for custom integrations and to exchange financial data with other applications. Show More ##### ## Agentic AI - Core Banking Features (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (79) Risk Analysis Analyze potential risks across the organization Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals ATM Management Plan and implement systems for monitoring, registering, and management of ATM machines. Online Banking Ability to manage transactions online with a mobile device or computer. Real-Time Data Receive data and information in real time Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Investment Banking Division of banking that assists individuals or organizations raise capital and provide financial consulting services. Alerts/Escalation System alerts about the need to escalate an issue or request Lending Management Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers Corporate Banking Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes. Risk Assessment Initiate collection and analysis of known risks Offshore Management Secure assets in financial institutions in foreign countries. Authentication Verify the identity of users/devices to enable secure access Electronic Payments Electronically collect payments for goods or services Customer Accounts Record customer information, purchase history, and other notes Fraud Detection Identify and prevent suspicious activity Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Retail Banking Division of banks that focus specifically on retail customers. Customizable Reports Alter the layout and content of reports Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generative AI Use AI to generate content in the form of text, images, videos, etc. Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Secure Login At least a username and password is required to access the system Workflow Management Create, design and manage workflows for repetitive tasks Securities Management Develop, document, and implement policies & procedures to protect an organization's assets. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Multi-Currency Manage and handle various international currencies Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Document Storage Store and organize documents in a centralized system API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Private Banking Banking and financial services designed for clients with a high level of income and/or sizable investment assets. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Third-Party Integrations Set up connections to third-party platforms to improve business processes Document Management Store, manage, and track all electronic documents in a centralized location Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Multi-Branch Expand services to areas outside of the home location, functioning as an extension of the home location. Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Credit Union Non-for-profit financial institution that is owned by all of its members Real-Time Monitoring Active monitoring of systems, applications, or networks Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Real-Time Analytics Analyze and gain insights into data in real-time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Credit Card Processing Accept and process credit card transactions Core Banking Back-end system that processes daily banking transactions and posts updates to accounts and other financial records. Financial Management Plan, manage, and track the financial activities of an individual or organization Customizable Branding Add customized logos and colors to align with company branding Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Secure Data Storage Securely stores data to prevent data loss or breaches Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Branch Optimization ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Data Visualization Graphical representation of data Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contact Management Manage, organize, and store contact information Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk General Ledger Centralized accounting record which tracks all financial transactions For Financial Institutions Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Calendar Management Track and manage schedules and meetings via an integrated calendar Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Purchase Order Management Create, send, and track purchase orders and their statuses Data Import/Export Import and export data to and from software applications Forecasting Form predictions based on past and present data/trends Audit Trail A record of all activities within the system, including user access, changes made, etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Show More ## Top-Rated Alternatives [ ![Navan (Formerly TripActions)](https://images.g2crowd.com/uploads/product/hd_favicon/a51f79a29d04ad2be64cec35266596eb/navan-formerly-tripactions.svg "Navan (Formerly TripActions)") Navan (Formerly TripActions) 4.7/5(9,295) ](https://www.g2.com/products/navan-formerly-tripactions/reviews) [ ![Pleo](https://images.g2crowd.com/uploads/product/hd_favicon/58daa646a322773024af8fc507d8f840/pleo.svg "Pleo") Pleo 4.7/5(1,435) ](https://www.g2.com/products/pleo/reviews) [ ![Emburse Spend (formerly Abacus)](https://images.g2crowd.com/uploads/product/hd_favicon/7ea79b3eb5b5b76adda60428a0f2345b/emburse-spend-formerly-abacus.svg "Emburse Spend (formerly Abacus)") Emburse Spend (formerly Abacus) 4.5/5(1,126) ](https://www.g2.com/products/emburse-spend-formerly-abacus/reviews) [ View All Alternatives ](https://www.g2.com/products/pismo/competitors/alternatives) ##### Categories on G2 [ Payment Card Issuance ](https://www.g2.com/categories/payment-card-issuance)[ Core Banking ](https://www.g2.com/categories/core-banking) ##### Explore More [ Cassandra vs ScyllaDB for high-throughput writes: which wide column database do data engineering teams find easier to operate in production? ](https://www.g2.com/discussions/cassandra-vs-scylladb-for-high-throughput-writes-which-wide-column-database-do-data-engineering-teams-find-easier-to-operate-in-production)[ What's the leading software for online business events ](https://www.g2.com/discussions/what-s-the-leading-software-for-online-business-events)[ What are the best equity management platforms for automated stock option grant issuance? ](https://www.g2.com/discussions/what-are-the-best-equity-management-platforms-for-automated-stock-option-grant-issuance) [ What is the best software for handling sales rep commissions ](https://www.g2.com/discussions/what-is-the-best-software-for-handling-sales-rep-commissions)[ Top-rated AI assistants for action item tracking ](https://www.g2.com/discussions/what-are-the-top-rated-ai-assistants-for-action-item-tracking)[ Pros and Cons Details ](https://www.g2.com/products/pismo/reviews?qs=pros-and-cons) Show More [ Cassandra vs ScyllaDB for high-throughput writes: which wide column database do data engineering teams find easier to operate in production? ](https://www.g2.com/discussions/cassandra-vs-scylladb-for-high-throughput-writes-which-wide-column-database-do-data-engineering-teams-find-easier-to-operate-in-production)[ What's the leading software for online business events ](https://www.g2.com/discussions/what-s-the-leading-software-for-online-business-events)[ What are the best equity management platforms for automated stock option grant issuance? ](https://www.g2.com/discussions/what-are-the-best-equity-management-platforms-for-automated-stock-option-grant-issuance) [ What is the best software for handling sales rep commissions ](https://www.g2.com/discussions/what-is-the-best-software-for-handling-sales-rep-commissions)[ Top-rated AI assistants for action item tracking ](https://www.g2.com/discussions/what-are-the-top-rated-ai-assistants-for-action-item-tracking)[ Pros and Cons Details ](https://www.g2.com/products/pismo/reviews?qs=pros-and-cons)