TrustRadius

Encompass CDI Platform vs. ProteusEngage

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
ProteusEngage
Score 0.0 out of 10
N/A
ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting complex sales, onboarding, and customer success. With automated playbooks, real-time engagement tracking, and collaboration, the solution helps teams close deals faster and onboard clients with confidence. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage aims to turn complex B2B journeys into predictable, scalable…N/A
Pricing
Encompass CDI PlatformProteusEngage
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Encompass CDI PlatformProteusEngage
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$250 one-time fee
Additional Details——
More Pricing Information
Community Pulse
Encompass CDI PlatformProteusEngage
Considered Both Products
Encompass CDI Platform
Verified User
Anonymous
Chose Encompass CDI Platform
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.
ProteusEngage

No answer on this topic

Best Alternatives
Encompass CDI PlatformProteusEngage
Small Businesses
ChurnZero
ChurnZero
Score 7.8 out of 10
ChurnZero
ChurnZero
Score 7.8 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 7.8 out of 10
ChurnZero
ChurnZero
Score 7.8 out of 10
Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Encompass CDI PlatformProteusEngage
Likelihood to Recommend
9.0
(0 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformProteusEngage
Likelihood to Recommend
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
Read full review
No answers on this topic
Pros
  • 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
Read full review
No answers on this topic
Cons
  • 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
Read full review
No answers on this topic
Alternatives Considered
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
Read full review
No answers on this topic
ScreenShots

ProteusEngage Screenshots

Screenshot of the New For You page in the ProteusEngage tool. It helps consolidate new updates and tasks.Screenshot of Engage's centralized secure digital workspace with intelligent processes, modules, and content that rep users can share with their contacts to ensure two-way collaboration.Screenshot of an automated checklist. These allow users to power through each process or phase of a complex sales and onboarding processes while ensuring visibility and consistency.Screenshot of where inside each checklist item, users are able to display custom fields, sub tasks, and related modules. Each checklist item is pre-built with automations that ensure maximum engagement.Screenshot of when managing multiple checklists, the UI that helps management see each checklist, it's progress, and any items still pending. This ensures maximum visibility throughout existing projects.Screenshot of the section that tracks all activity on each workspace. Rep users can manage engagement levels of each rep and contact based on a timeframe of recent content.