Audience

Financial companies and enterprises looking for a finance system solution to improve their management and decision analysis

About Union | platform

Union | platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union | platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits.

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Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, Union | platform offers API access
No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Union Financial Technologies
Founded: 2012
Estonia
www.unionfintech.com/union-platform/

Videos and Screen Captures

Union | platform Screenshot 1
Union | platform Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Union | platform Frequently Asked Questions

Q: What kinds of users and organization types does Union | platform work with?
Q: What languages does Union | platform support in their product?
Q: What kind of support options does Union | platform offer?
Q: Does Union | platform have an API?
Q: Does Union | platform have a mobile app?
Q: What type of training does Union | platform provide?
Q: Does Union | platform offer a free trial?

Union | platform Product Features

Banking

Compliance Tracking
Corporate Banking
Credit Union
Multi-Branch
Online Banking
Private Banking
Retail Banking
ATM Management
Credit Card Management
Investment Banking
Risk Management
Securities Management
Transaction Monitoring

Currency Exchange

Analytical Reporting
Custom Account Statements
Client Management
Market Data Access
For Money Exchanges
Real Time Currency Quotes
Data Backup Scheduling
Transaction Management
Real Time Tracking
Margin Management
Position Management

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Loan Origination

Audit Trail
Customer Database
Closing Documents
Fee Management
Online Application
Compliance Management
Document Management
Loan Processing
Amortization Schedule
Digital Signature