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Encompass CDI Platform vs. RollingFunds KYB - Know Your Business

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
RollingFunds KYB - Know Your Business
Score 0.0 out of 10
Enterprise companies (1,001+ employees)
RollingFunds offers a KYB automation platform designed for marketplaces, brokers, insurers, financial institutions, and corporates. The no-code solution is used to build customized KYB workflows that simplify and automate the compliance journey: Collect the right KYB documents at the right time Monitor verification and audit progress in real-time Ensure full regulatory compliance — with no technical burden on teams For compliance and onboarding teams, the software offers…N/A
Pricing
Encompass CDI PlatformRollingFunds KYB - Know Your Business
Editions & Modules
No answers on this topic
Custom - RollingFunds
TBD
Offerings
Pricing Offerings
Encompass CDI PlatformRollingFunds KYB - Know Your Business
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—Pricing information for KYB - Know Your Business is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase KYB - Know Your Business must be conducted with the seller.
More Pricing Information
Best Alternatives
Encompass CDI PlatformRollingFunds KYB - Know Your Business
Small Businesses
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 8.7 out of 10
ChurnZero
ChurnZero
Score 8.7 out of 10
Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Encompass CDI PlatformRollingFunds KYB - Know Your Business
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformRollingFunds KYB - Know Your Business
Likelihood to Recommend
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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RollingFunds
No answers on this topic
Pros
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
Read full review
RollingFunds
No answers on this topic
Cons
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
Read full review
RollingFunds
No answers on this topic
Alternatives Considered
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
Read full review
RollingFunds
No answers on this topic
ScreenShots

RollingFunds KYB - Know Your Business Screenshots

Screenshot of the integration interface. The solution integrates into internal workflows via API or accessed via a white-label or grey-label extranet.Screenshot of the settings interface. This includes customisable product configuration to integrate risk mapping, taking into account any specific business and business policies.Screenshot of global data coverage for identity, IBAN, UBO and sanctions checks, with ongoing data enrichment to optimise risk management and ensure reporting in line with regulators' requirements.Screenshot of Automation, for simplifying B2B customer profiling and ensuring continuous monitoring.Screenshot of the compliance interface, where the full traceability of the data and checks is carried out, with a KYB sheet summarising the information collected and checked.