Name: Experian Datashare
Uploaded: 2021-07-24T18:39:48.000Z
Duration: 1 min 30 s
Description: Experian Datashare

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Agile Development

Product Analytics

Version Control

Development

Business Intelligence (BI)

Collaboration

IP PBX

Knowledge Management

Policy Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Catalog

Data Deduplication

Data Privacy Management

Data Warehouse

Edge Computing

Embedded Database

Ethernet Switches

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Mainframe Monitoring

Migration

Mobile Identity

Network Monitoring

Network Performance Monitoring

Network Simulation

Rack Servers

Tape Storage

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Data Cleansing

Digital Experience Intelligence

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Incentive Compensation Management

Sales

GDPR Compliance

Security Orchestration, Automation and Response (SOAR)

Security

Animal Shelter

Apparel

Computer-Aided Design (CAD)

ID Card

Last Mile Delivery

Lease Management

Oil and Gas

Online Ordering

Vertical-Specific

large

medium

small

CRMNext is a customer relationship management (CRM) software for every step in the sales and marketing lifecycles.

CRMnext

Financial Services CRM

CRMNEXT (Acidaes Solutions)

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Redtail CRM

Orion Advisor Tech

Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.

Junxure

AdvisorEngine

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Zinnia

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.

Backstop

Backstop Solutions Group

Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Salesforce Financial Services Cloud

Salesforce

DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).

DealCloud

Intapp

Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.

Broadridge Client Information Management

Broadridge

QuickBooks Online

Xero

Microsoft Dynamics 365 Finance

NetSuite ERP

MIP Fund Accounting

Experian DataShare helps solve the outdated and manual process of gathering, sharing and analyzing applicants’ financial statements. With Experian DataShare, organizations is designed to improve process efficiencies, make faster more informed decisions, and streamline the lending journey for small-to-medium sized businesses. This solution delivers efficiency gains while materially reducing risk, allowing users to review financial data in real-time, and understand the trend in client’s liquidity.

Enterprise + CRM (Marketing/Sales/Service)

Unlimited

Unlimited + CRM (Marketing/Sales/Service)

Growth

Growth + CRM (Marketing/Sales/Service)

Creatio

Visual Modeling

Drag-and-drop Interfaces

Platform Security

Platform User Management

Reusability

Platform Scalability

Experian DataShare

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Experian provides data and analytical tools and helps businesses mange credit risk, prevent fraud, target marketing offers and automate decision making.

Experian

Experian Datashare

Understanding the full financial health of a small business customer during the application or review process, makes for fast, accurate lending decisions, especially for underserved businesses who might lack sufficient credit history. 

Innovation in eCommerce has raised expectations for consumers and businesses alike. 
To compete, lenders are expected to innovate and adapt in the ever-evolving digital economy.
Customers expect fast decisions, and lenders must make informed decisions. - The key to making that happen is owner-permissioned financial statement data.

Experian DataShare facilitates access to permissioned data, by creating a digital client experience that delivers faster time to cash through automation, eliminating the need to reach out for updates.
This solution enables you to migrate 100% of online and offline accounting packages, including document upload, for automated data retrieval. So you can generate standardized reports, all accessible via our web portal or API.

Emerging businesses present a unique growth opportunity for lenders and for the greater economy. Small businesses need help accessing working capital to adapt and grow. 
Experian DataShare helps lenders and the small businesses they support achieve their goals.

Contact Experian today to start a conversation:
https://bit.ly/3y62wJT

#commerciallending #banking #digitaltransformation #statementdata #API #innovation

Reviews

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Experian DataShare

Overview

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Experian DataShare

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Redtail CRM

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Creatio

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Product Details

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Experian DataShare Video

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Experian DataShare Technical Details

Comparisons

Compare with

CRMnext

Redtail CRM

Junxure

Zinnia SmartOffice

Backstop

Wealthbox CRM

Salesforce Financial Services Cloud

DealCloud

Broadridge Client Information Management

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