Search results for Sigma File Manager

Selling into construction usually means stitching together a project-lead service, a generic contact database, a tech lookup tool, spreadsheets and an outbound agency. None of them understand contractors. Grizz replaces all of it. Know every contractor. Every US and Canadian construction company, resolved to its real parent and classified by what it actually does: heavy civil, GC, mechanical, electrical and 22 more activity classes. Spot prevailing-wage and self-performing contractors that generic databases miss. See their tech stack. The ERP, project management, payroll, estimating and field software every contractor runs, with a confidence grade on every signal and the date they adopted it. Find who’s running legacy software and who’s switching right now. See their projects and partners. What each company builds, and the GCs, subs and owners they build it with. Find who works together and who can vouch for whom. Reach the right people. Owners, controllers, HR leaders, PMs and superintendents, with verified email and mobile, tied to their companies. Use it where you work. Syncs to HubSpot, Salesforce and Attio without duplicating your records. Build lists in plain English, find lookalikes of your best customers, or ask Grizz questions directly in Claude or ChatGPT. Or let us run it. Pay-per-meeting outbound, RevOps as a service and sales recruiting, from a GTM team that brings its own data.

FreqX offers a comprehensive equipment health management service that integrates advanced hardware, sophisticated diagnostic algorithms, and an intuitive information interaction platform. By utilizing high-precision sensors and a robust technical support team, FreqX enables continuous monitoring and precise diagnostics of industrial machinery. This holistic approach assists clients in enhancing the health of their plant equipment, leading to cost reduction and increased operational efficiency. Key Features and Functionality: - Continuous Monitoring: Employs wireless MEMS temperature vibration sensors capable of 3-axis vibration acceleration and temperature monitoring, with sampling rates up to 50kHz. These sensors are designed for rapid deployment without wiring, ensuring minimal impact on equipment operation. - Intelligent Diagnostics: Features a fault knowledge base encompassing over 500 fault types, derived from extensive scientific research. The system utilizes dynamic model-driven modeling and high-order signal decomposition technologies to accurately diagnose equipment health without requiring large amounts of field data. - User-Friendly Interface: Provides real-time equipment health status through the AI Machine Guard and its mobile application, offering flexible authority management to ensure visibility across all levels of the organization. - Proactive Maintenance Planning: Delivers operation and maintenance suggestions based on identified failure modes, enabling the development of maintenance work plans and the establishment of operation and maintenance events according to failure development trends. - Expert Support: Offers access to an online expert team to address on-site questions, ensuring that maintenance recommendations are implemented effectively and that diagnostic conclusions are verified. Primary Value and Problem Solved: FreqX's solution addresses the critical need for proactive equipment health management in industrial settings. By providing continuous monitoring and intelligent diagnostics, it helps prevent unplanned downtime, reduces maintenance costs, and enhances overall operational efficiency. The system's ability to deliver timely and accurate diagnostics allows for early detection of potential issues, enabling maintenance teams to address problems before they escalate. This predictive approach not only safeguards equipment but also ensures the safety of personnel and the continuity of production processes.

Storage Facility Creator is self storage management software for independent operators who run one facility or a small portfolio. It is a cloud web app that runs in any browser, with nothing to install, and one login covers every facility you own. Pricing is published: $75 per facility per month with unlimited users, no onboarding fee and no contract. You sign up yourself with no sales call. Your 30-day trial starts once your account is approved, no card is needed to start it, and your first month is free when you subscribe. Tenants and units. Every tenant has one record with contacts, ID, vehicles, balance, gate code, autopay, signed agreements, proof of insurance and a contact log. A space can be a storage unit, vehicle or outdoor storage, a parking space, an RV site or a boat slip, sized in feet and priced per foot where that fits. Create a row of units from a number range, draw a site map colored by status, and import tenants from a spreadsheet. Billing and payments. Monthly rent posts to every active tenant's ledger on the 1st, prorated for mid-month move-ins, transfers and move-outs. Each facility connects its own Stripe account, so card payments pay out to you. Tenants can save a card and turn on autopay; a declined card is retried a few days later and a dead card is switched off with an alert to you. Record cash and checks, send pay-by-links and PDF invoices, refund a card payment from the ledger, and sell locks and boxes at the counter. Collections. A past-due list shows who is behind, by how many days and what they owe. Set a grace period and a flat or percentage late fee, posted automatically if you switch that on, and overlock every delinquent unit in one click. On a paid plan, a shared Do Not Rent list screens every new tenant and online rental. Texting and email. Text or email tenants from the app, with consent recorded, STOP and HELP handled automatically, and two-way replies in one inbox. Rent reminders go out by email or text on the lead time you choose. Leases and insurance. Upload your own lease PDF, place the signature fields, then send a secure signing link or sign at the counter. Record each tenant's policy end date and proof; policies expiring within 30 days are flagged. Tenant portal and online rentals. The tenant portal is included: tenants see their balance, pay by card and manage autopay. For $25 per facility per month, add a facility website on your own domain where renters pick a unit, sign and pay online. Gate codes and team. Each tenant gets a gate code with the days, hours or dates you choose, switched off at move-out; the app does not connect to gate hardware. Owner, Manager, Employee and Viewer roles, unlimited staff logins, two-factor sign-in and an audit trail are included, plus an AI assistant that answers questions about the app. Support is by email and the in-app Report a Bug button.

Welcome to Cieden, an integrated product design and marketing agency. Translation: we know that every client operates differently and has a unique set of needs. As a result, we expertly package our global footprint, industry knowledge, marketing expertise, and passion for design into a customized experience that both delights and delivers. We boast a long roster of happy clients, spanning B2C and B2B ventures in govtech, proptech, fintech, healthtech, adtech, e-commerce, APIs and automation, backend dashboards, software interfaces for hardware, and more. The reason we delight our clients is simple. Our philosophy mandates that every one of them - regardless of industry or engagement type - benefit from our unique approach that weaves together core tenets from business analysis, product management, design thinking, and growth hacking. CORE COMPETENCIES ⭐️ UX/UI ► Existing design audits ► User flow and journey map ► Wireframes ► High fidelity interactive mockups ► Simple design language, guidelines, and UI kits ► Creation of robust design systems Our toolkit: Adobe Creative Suite, Sketch, Figma, Invision, Zeplin, and more! ⭐️ PRODUCT MANAGEMENT & BUSINESS ANALYSIS ► Product roadmaps ► Competitive analysis ► Market analysis ► User research ► User stories ► Quantitative and qualitative product review Our toolkit: Atlassian product suite (Confluence, Jira, Trello), in-depth user interviews, Lucidcharts, Mixpanel/Amplitude, Fullstory, Intercom, Google Analytics, and more! ⭐️ PRODUCT MARKETING & GROWTH ► Competitive analysis ► Market analysis ► Go-to-market strategies ► Social media strategy ► Search engine marketing (SEM / PPC) ► Search engine optimization (SEO) ► Conversion funnel analysis ► Explainer videos and animation

Planeo est un logiciel de gestion des interventions simple et rapide à prendre en main, pensé pour les PME techniques : planning, rapports d’intervention, photos et signature client sur mobile. Description longue Planeo aide les PME de terrain à organiser leurs interventions sans se perdre dans un outil trop lourd. Le gérant planifie les interventions, les assigne à ses techniciens et suit leur avancement en temps réel. Sur place, le technicien utilise l’application mobile (iOS et Android) pour consulter sa mission, prendre des photos, faire signer le client et clôturer son rapport. Le bureau reçoit tout immédiatement, sans ressaisie ni papier. Planeo a été conçu à partir d’un constat simple : les logiciels existants sont souvent trop complexes et trop chers pour les petites entreprises. L’outil se concentre sur l’essentiel et se prend en main en quelques minutes. Il est déjà utilisé dans des secteurs variés : installation et maintenance d’équipements, débouchage sanitaire, matériel paramédical, livraison. Données hébergées dans l’Union européenne. Support par téléphone et par email, du lundi au vendredi. Essai gratuit de 30 jours, abonnement mensuel ou annuel par utilisateur. Catégories à cocher : gestion des interventions, field service management, planification, gestion de la maintenance.

DispatchMind is job management software for service businesses: HVAC, plumbing, electrical, garage door, locksmith, cleaning, lawn care, pest control, moving, towing and more than 80 other trades. Pick your trade when you sign up and it comes set up with your job types, job fields, checklists and a starter price list. Run the whole day from one place. You get a jobs board, a dispatch board, a calendar and a job page that holds the money, notes, photos and history. Techs get their own app and see only their own jobs, and you decide what each one can see and do. Estimates and invoices come from your price book, and payments run through your own Stripe account. Collections keeps every open balance in one list, oldest first. Nellie, the AI dispatcher, works inside your jobs. Ask her a question in plain English, tell her what to change, or let her answer the phone and book jobs when you can't. The built-in phone gives you a business number, calls and texts in the app, voicemail drops, a dialer that calls up to 5 people at once, and call masking for techs. Reports, commissions and tech pay are worked out from your own jobs. Automations handle follow-ups, and color tags show what each job needs next. Recurring plans and routes cover route-based work, and crews and pickup/drop-off addresses cover moving and towing. It works in any browser and on the iPhone app, keeps working without signal, and comes in 18 languages. Plans are month to month, with a 7-day free trial and no card needed.

KontractAI is an AI-powered contract lifecycle management platform specifically designed for law firms and legal departments. It streamlines the entire contract process, from initial intake to execution, renewal tracking, and AI-driven analysis, consolidating fragmented tools into a unified system. Key Features and Functionality: - AI Contract Extraction: Upload PDFs to extract 15 structured fields, assign confidence scores, and detect relationships between agreements. - 17-Status Workflow: Manage every stage of the contract lifecycle, including intake, assignment, review, negotiation, approval, signature, and execution, with comprehensive tracking and logging. - Contract Repository: Organize agreements in a hierarchical tree view, filtering by type, client, counterparty, status, or date range. - Per-Contract AI Chat: Interact with AI to inquire about specific contracts, receiving verbatim responses regarding clauses, obligations, or risks. - Multi-Client Architecture: Segment data and scope access for firms managing contracts across multiple client entities, maintaining clear boundaries. - Renewal & Expiration Tracking: Monitor contracts nearing expiration within 30, 60, or 90 days, with auto-renewal detection to prevent unintended extensions. - Microsoft Word Add-In: Upload contract drafts directly from Word, with automatic request detection and SharePoint synchronization. - SharePoint Integration: Sync drafts and final agreements to SharePoint Online, organizing them in structured folder hierarchies. Primary Value and User Solutions: KontractAI addresses the challenges of managing complex contract lifecycles by providing a centralized, AI-enhanced platform that improves efficiency, accuracy, and compliance. It reduces manual data entry, minimizes errors, and ensures timely renewals, empowering legal professionals to focus on strategic tasks rather than administrative burdens.

HOLIZE is a project execution platform that automates planning, task routing, timesheets, escalations, and health tracking. Projects are modeled as phases, deliverables, tasks, and checkpoints, enabling one-click plan creation. Successive tasks route into the right owner’s worklog so execution stays tied to the original plan. Escalations are configurable and multi-level. Alerts are triggered at three fixed points: 14 days before due, 7 days before due, and on/past the due date. You define the escalation path by role so the right people are prompted at the right time. HOLIZE manages risks, issues, and action items as a single flow. When a project-plan task linked to an issue becomes past-due, the system asks the stakeholder how many days are needed for resolution and then automatically extends the plan by that input, cascading the change to impacted tasks and their successors. Long-running work is supported with checkpoints. Missed or failed checkpoints can open risks or issues and, if needed, place tasks on hold until the underlying problem is addressed. Timesheets are generated from actual worklog activity, reducing manual entry and improving accuracy. Meeting docs are streamlined: the PM can create agenda and minutes with a few clicks by linking agenda items to existing risks, issues, action items, and the project plan, then tuning the notes post-meeting to finalize minutes. This makes preparing and updating meeting records fast and systematic. Leaders get a live health view covering task-status distribution, counts of risks/issues/action items, and plan-versus-actual cost and effort. Integrity signals (such as offline updates) provide a more complete picture of execution quality. Access is role-based at the organization and department level, stakeholders can participate without extra licenses, and each customer receives a dedicated, secure instance (yourorg.holize.app). HOLIZE serves all industries and verticals, including—for example—technology, manufacturing, energy, telecom, construction, banking, insurance, and retail.

Voici une version condensée (~2 900 caractères) : Quanti is a marketing data platform that extracts data from advertising, analytics, and e-commerce sources and loads it into the customer's own data warehouse (BigQuery, Snowflake, Redshift). Quanti retains no data: it orchestrates extraction and delivery from European infrastructure, while the warehouse and the data belong to the client. Connectors. 200+ connectors cover ad platforms (Google Ads, Meta, TikTok, Criteo...), analytics (GA4, Piano), e-commerce and sales sources (Shopify, marketplaces), CRM/email tools, and market data. Each connector extracts on schedule and writes normalized, documented tables ("prebuilt reports") into the client warehouse, with historical backfill (up to 24 months), incremental daily loads, and a configurable lookback window to re-sync updated records. A Custom Webhook connector ingests events from any system via a dedicated HTTPS endpoint with automatic schema inference. Reverse connectors. The inverse flow: pushing computed results (aggregates, enriched conversions, segments) from the warehouse back into operational tools, so the warehouse feeds day-to-day systems instead of being a read-only silo. Real-Time Analytics (Quanti Tag). A first-party, event-based JavaScript tag (client-side or server-side via GTM template) streaming page views, events, and conversions directly into the client's BigQuery. It handles sessionization, source/medium attribution with referrer exclusions, consent signals, and custom fields — with no sampling, no retention limits, and no third-party processor in between. Querying and transformations. All data is queryable in plain SQL. Quanti adds managed transformation tooling: materialized aggregation views, stored procedures, scheduled queries, and pre-execution cost estimation — used to reconcile ad spend, tag-level conversions, and CRM revenue into unified tables. MCP server (Quanti AI). An MCP server (ai.quanti.io/mcp) lets AI clients (Claude, ChatGPT, Le Chat) work on the client's marketing data in natural language: schema discovery, read-only SQL execution, saved reusable analyses, prebuilt report lookup, documentation search, and Marketing Mix Modeling runs. A semantic layer (schemas, field definitions, conventions) enables the LLM to generate correct SQL reliably. Dashboards. Native dashboards are defined declaratively (pages and blocks bound to warehouse queries), persisted with a shareable URL, and support brand templates, viewer invitations, in-place updates, and cost estimation. They can be built manually or generated through the MCP server. Operating model. Clients bring their own warehouse and pay their own storage/compute; Quanti bills the pipeline, tiered by connected accounts (Pro €39/mo, Growth €159, Expert €359, Enterprise custom). GDPR compliance follows from the architecture: data is processed in transit, never retained.

CPA Toolkit is the operating system for modern CPA firms - simple by design, extensive in capability. It brings tax workflow, client management, workload scheduling, secure document management, tax organizers, client collaboration, e-signatures, e-file authorization, time tracking, and cross-firm collaboration into one connected platform built around a shared client record and a clear view of what to do next. The platform is designed around how tax work actually moves through a firm. Staff have a clear view of what to work on next, outstanding client information stays visible, and bulk actions plus personalized client communication help keep engagements moving from intake through preparation, review, signature and authorization, and completion. In his own practice, CPA Toolkit co-founder Chuck Heyde, CPA, uses the platform to follow up on more than 200 client services in different stages in under 30 minutes - each with its own personalized message rather than a generic blast. The same operating model scales with the firm. A solo CPA gets the full platform from day one, and the structure does not need to change as the firm grows into a multi-office operation with 100+ staff. A key differentiator is cross-firm collaboration. CPA firms can bring affiliate CPAs, independent contractors, specialists, and partner firms into their workflow without outsourcing the workflow itself. Each outside professional works only with the clients and tasks they are authorized to handle, inside the originating firm's standardized process, while that firm retains the client relationship and visibility into the assigned work. One affiliate can even see authorized assignments from multiple firms in a single To-Do list without those firms' operations or client bases being merged. CPA Toolkit also integrates with CCH Axcess, importing clients and using prior-year filing structure to prepare the current-year organizer. Relevant filing structure and forms can carry forward while prior-year dollar values and answers do not, giving both the firm and the client a more informed starting point for the new tax year. Support for additional tax platforms is actively being developed. Built by tax professionals for CPA firms, CPA Toolkit is designed to reduce operational complexity, improve collaboration, and help firms get more work out the door.

Onsellr IQ is a comprehensive dealer management system (DMS) designed specifically for Australian automotive dealers. This all-in-one intelligent platform streamlines the management of inventory, leads, sales, finance, and customer relationships, enabling dealerships to operate more efficiently and effectively. Key Features and Functionality: - Inventory & Stock Management: Easily add, edit, and synchronize vehicle listings, with bulk import capabilities and automatic syndication to platforms like Carsales, Facebook Marketplace, and Gumtree. - Leads & CRM Integration: Consolidate all customer interactions, including inquiries, test drives, and calls, into a unified timeline, eliminating the need to track leads across multiple channels. - Sales Pipeline Management: Utilize a customizable drag-and-drop interface to manage sales stages from new lead to handover, with features like auto-hiding reserved stock from public listings. - Hero Video Listings: Enhance vehicle listings with autoplay hero videos that provide engaging walk-around views, capturing buyer attention effectively. - AI Receptionist: An optional add-on that answers calls 24/7 using natural voice technology, books test drives, captures leads, and records call notes directly into the CRM. - Bobby – Dealer Agent: An AI-powered assistant that analyzes stock, leads, and sales pipelines to surface top opportunities daily, drafting replies, follow-ups, valuations, and pricing suggestions. - PPSR Checks: Conduct finance, written-off, and stolen vehicle checks directly from listings, with a pay-as-you-go model for flexibility. - Onsellr Pulse: A live command center providing insights into hot leads, listing performance, pricing trends, sourcing signals, and salesperson performance, all in one screen. - Smart Auto-Bumps: Automatically refreshes stale listings to the top of feeds at optimal times, with data-backed pricing suggestions to enhance visibility and sales potential. - Accounting Integrations: Seamless two-way synchronization with accounting software like Xero, ensuring invoices, expenses, and customer records are consistently updated. - Marketing & Social Tools: Automate new stock postings to Facebook, utilize branded customer portals, and access email and SMS templates designed to convert leads effectively. - Document Management & E-Signing: Automate contracts and facilitate electronic signing, reducing paperwork and streamlining administrative processes. - Workshop & Service Management: Track service jobs, parts, and status updates, providing customers with public status links for real-time updates. - Compliance & Trust Features: Includes verified-seller badges, PPSR and registration checks, LMCT compliance fields, and encrypted channel credentials to ensure trust and compliance. Primary Value and Solutions Provided: Onsellr IQ addresses the complexities of dealership operations by offering a unified platform that integrates essential functions, reducing the need for multiple disparate systems. By automating and streamlining processes such as inventory management, customer relationship management, sales tracking, and compliance checks, it enhances operational efficiency and accuracy. The platform's tiered pricing model, including a free option with a performance-based fee structure, ensures accessibility for dealerships of various sizes, allowing them to leverage advanced tools without significant upfront costs. Ultimately, Onsellr IQ empowers dealers to manage their businesses more effectively, improve customer engagement, and drive sales growth.

Run the whole job from your phone. Estimate on site, schedule the crew, text the customer you're on the way, invoice before you leave, and get paid the same day. TrustPro is field service management built for contractors who are actually on the tools — plumbers, roofers, HVAC techs, electricians, handymen, painters, remodelers and general contractors. ESTIMATES THAT WIN THE JOB Build a real quote in the driveway, while you're still standing in front of the customer. - Unlimited line items — labor, materials, descriptions - Discounts, taxes, and required deposits - Customer signs right on your phone - Send a polished PDF in one tap - Track every estimate: Draft, Awaiting Response, Approved - Get pinged the second they open it INVOICE AND GET PAID One tap turns an approved estimate into an invoice. No re-typing, no missed line items. - Credit and debit cards, powered by Stripe and PayPal - Instant Pay — money to your debit card in minutes, not days - Record cash, check, Zelle and more in one place - Collect deposits before the work starts - See at a glance what's draft, sent, paid or past due - Know the second a customer pays SCHEDULING AND DISPATCH Run the crew without a whiteboard and a group text. - Day, week, month and list views on a real calendar - Assign jobs to techs and see the whole team at once - Every tech gets a My Day list of their own stops - Check in and out on site, capture signatures, mark jobs complete TEXT THEM YOU'RE ON THE WAY One tap tells the customer you're coming. Fewer "where are you" calls, fewer missed appointments, fewer wasted trips. Requires SMS credits, sold in the app. NEVER MISS ANOTHER CALL Our AI receptionist answers your phone while you're on a job, captures what the customer needs, and turns the call into a request you can book in one tap. Available as a $69/mo add-on plus credits; requires a Core plan. EVERYTHING IN ONE PLACE - Full customer database — import straight from your phone contacts - Multiple properties per customer with address autocomplete - Every estimate, invoice, job and payment per customer at a glance - Photos and private notes on every job - Works on the truck, in the office, or up on the roof YOUR CUSTOMERS SEE A PRO Clients get a clean, branded portal to review estimates, e-sign, and pay online — your logo, your name. You look like the biggest shop in town, even if it's just you and a truck. BUILT FOR CREWS Teams and Team Pro add scheduling, dispatch, technician assignments, and granular permissions for every member, so the office and the field are finally looking at the same thing. ONE MORE THING NOBODY ELSE HAS Before you commit, you can check the customer. The TrustPro Score is a 1-5 rating built from verified reviews left by other contractors who worked with that same customer, so an unpaid-invoice history shows up before you load the truck. Included on every plan.

Oxidize is a zero trust security platform for company-issued employee devices, from Oxidize Labs Inc. at oxd.sh. 39 security modules run from one endpoint agent and one console, and enforcement is agentic: every control starts in observe mode, learns a baseline from your own traffic, promotes itself to enforcement once validated, and stands itself back down when live false positives rise. Administrators pin or override any control, and every action is policy-scoped, reversible, and audited. That enforcement covers AI agents, not just people. Oxidize discovers shadow MCP servers, controls what coding agents and AI tools send outbound through an authenticated egress path, governs the non-human identities they run as, and detects prompt injection in inspected traffic. Capabilities: - Zero trust access: per-application, evaluated against identity, device posture, and network conditions, with a kill switch that fails closed when the tunnel drops. - Secure web gateway and CASB, DNS filtering including DoH and DoT, and network-path DLP with OCR, exact data matching, and fingerprinting. - TLS inspection, applied only to destinations matching your policy and only on devices that trust your organization CA. - Email security: business email compromise, impersonation, and phishing detection for Microsoft 365 and Google Workspace. - Endpoint response: kill a process, isolate a host, quarantine a file. Remote browser isolation for risky sites. - Compliance evidence for SOC 2, ISO 27001, HIPAA, PCI DSS, NIST 800-53, GDPR, and CIS Controls, assessed from live telemetry. Oxidize produces evidence; it does not certify your organization. How it works. The agent builds an encrypted tunnel, OxTunnel, to a regional Oxidize relay, where policy, inspection, and detection run inline in a single pass rather than through a chain of third-party proxies. OxTunnel is not a WireGuard derivative: ChaCha20-Poly1305 with the header and connection ID authenticated, a hybrid post-quantum handshake combining X25519 with ML-KEM-768, and relay identity signed with both Ed25519 and ML-DSA-65. The datapath is first-party, the relay uses AF_XDP kernel bypass on supported network cards, and the detection models are trained and signed by Oxidize, so a model update that fails signature verification never loads. Inbox security sits in the same platform, where comparable secure service edge products sell email separately, as an add-on, or through a partner. Scope. Windows, macOS, and Linux. iOS and Android clients are built and pending release approval, so they are not yet installable. Trials stay observe-only. Best fit: 100 to 10,000+ employee organizations whose staff run AI tools, coding agents, and MCP servers on company devices, and security teams consolidating point products onto one agent and one console. Pricing: per active user per month. Bandwidth, relay capacity, and management API calls are not billed separately, and one user covers unlimited devices.

Introduction to SmartCheck Platform Our Universal Lending Solution is a cutting-edge software platform, designed to empower lending companies with a comprehensive suite of tools and capabilities to streamline their operations. At its core, our solution encompasses every facet of lending, from Loan Origination, Loan Assessment, Loan Management, Collections and Reporting. Our platform is highly configurable, allowing you to tailor it to your unique business models and processes, ensuring a seamless fit with your specific needs. Designed to operate independently, but also act as an extension to your existing financial technology, our solution easily integrates with third-party services and systems, enhancing efficiency and connectivity within your fintech ecosystem. Platform Capabilities • Configurations and Settings: Manage user access, system settings, and organizational structure. • Product Configuration: Configure loan products, repayment plans, and promotional campaigns. • Loan Origination: End-to-end process from KYC to loan disbursement. • Loan Management: Tracking payments, managing loan accounts, and handling any modifications. • Notification management: Automated notifications via SMS, Viber, Email, and Push. • Comprehensive Reporting: Detailed reports on portfolio, collections, sales, and credit bureau data. Loan Origination • Products Definition • Configure Product Characteristics • Promotions • Configure Promotions and Campaigns • Client Identification • Manual KYC • KYC by payment instrument (Card, IBAN) • Automatic KYC • Credit Application • Create custom application forms • Application form custom field validations • Application forms embedding and visualization in custom websites and mobile apps • Approval • Pre-approval process support • Auto-approval custom rules configuration • Manual approval • Internal client scoring (R-models) • External client scoring (integration) • Client score-based credit decision suggestions • External client data sources support (integration) • Sharing of client data checks between companies • Customizable visualization of client data by source • Documents • Dynamic definition of document sets and visualization • Document templates creation • e-Document storage - digital archive • e-Document signing (SMS, picture of signature) • Document e-signing • Public document links (option for download by the client) • Disbursement • Cash disbursement (office, CC) • Manual IBAN, Card disbursement (integration) • Automatic IBAN, Card disbursement (integration) Loan Management • Credit Management • Loan account management • Cash disbursement • Visualization of credit-related data • Visualization of person-related data • Credit completion • Reporting • Generation of custom reports by the business (Power BI) • Loan performance reports • Financial analysis • Client Communication • Visualization of messages (integration) • Custom messages (integration) • Messages per event (approved/rejected etc.) • Sales and marketing notifications • Multi-channel support (SMS, Viber, Email, Push notifications) Collection Module • Monitoring overdue payments and managing delinquent accounts • Initiating recovery actions for overdue loans Compliance AML (Anti-Money Laundering) • Transaction Monitoring: o Continuous monitoring of transactions to detect suspicious activities. o Integration with sanction lists (PEPs, Black Lists). • Customer Identification Management: o Verification of customer identities using reliable and independent data sources. o Document OCR for efficient data extraction and validation. ________________________________________ GDPR (General Data Protection Regulation) • Data Anonymization: o Ensuring personal data is anonymized to protect customer privacy. o Implementation of measures to secure personal data against unauthorized access. • User Management: o Control over user access to sensitive data. o Implementation of policies for data protection and privacy. • Consent Management: o Ensuring that customer consent is obtained for data processing activities. o Maintenance of records for consent and data processing activities.