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Contemi Client Onboarding vs. Encompass CDI Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contemi Client Onboarding
Score 0.0 out of 10
N/A
Contemi Solutions helps financial service providers with automation programs of companies in insurance, capital markets, and asset & wealth management and wider financial services space across Europe, Asia and ANZ, through what they present as client-centric solutions and services. Contemi Client Onboarding enables asset and wealth managers, private banks, and family offices to offer their clients with fully digital and omnichannel onboarding experience.N/A
Encompass CDI Platform
Score 8.3 out of 10
N/A
Encompass offers automation capabilities and access to global data sources. Their know your customer (KYC) and anti-money laundering (AML) platform empowers organizations to streamline time-consuming KYC processes and demonstrate AML compliance, from UBO verification and KYC remediation to Politically Exposed Persons (PEP), sanctions and adverse media screening.N/A
Pricing
Contemi Client OnboardingEncompass CDI Platform
Editions & Modules
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Offerings
Pricing Offerings
Contemi Client OnboardingEncompass CDI Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
Contemi Client OnboardingEncompass CDI Platform
Small Businesses
ChurnZero
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Medium-sized Companies
ChurnZero
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Score 8.0 out of 10
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Score 8.0 out of 10
Enterprises

No answers on this topic

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User Ratings
Contemi Client OnboardingEncompass CDI Platform
Likelihood to Recommend
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Contemi Client OnboardingEncompass CDI Platform
Likelihood to Recommend
Contemi Solutions
No answers on this topic
Encompass Corporation
Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.
Verified User
Anonymous
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Pros
Contemi Solutions
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Encompass Corporation
  • Alerts - those are great when you forget to do something
  • Branch Resource Center - shows you what is missing as well
  • Top banner - showing the loan in a snapshot
Verified User
Anonymous
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Cons
Contemi Solutions
No answers on this topic
Encompass Corporation
  • For VA loans - it would be great if those forms were completely separate or in a folder
  • Have the fico score at the top of the banner (snapshot of loan)
  • 2015 - remind us when a possible fee is missing
Verified User
Anonymous
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Alternatives Considered
Contemi Solutions
No answers on this topic
Encompass Corporation
I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.
Verified User
Anonymous
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ScreenShots