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Encompass CDI Platform vs. Transvision Client Lifecycle Management (CLM)

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
Transvision Client Lifecycle Management (CLM)
Score 0.0 out of 10
N/A
Transvision's CLM presents a solution encompassing all facets of the client lifecycle. The solution is designed to elevate the digital onboarding experience through external data validation, documentation, and efficient workflow management. The proprietary screening algorithms play a pivotal role in augmenting data accuracy, reducing the incidence of false positives. Client Onboarding - Digitizes the onboarding journey, encompassing due diligence,…N/A
Pricing
Encompass CDI PlatformTransvision Client Lifecycle Management (CLM)
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Encompass CDI PlatformTransvision Client Lifecycle Management (CLM)
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Best Alternatives
Encompass CDI PlatformTransvision Client Lifecycle Management (CLM)
Small Businesses
ChurnZero
ChurnZero
Score 8.5 out of 10
ChurnZero
ChurnZero
Score 8.5 out of 10
Medium-sized Companies
ChurnZero
ChurnZero
Score 8.5 out of 10
ChurnZero
ChurnZero
Score 8.5 out of 10
Enterprises

No answers on this topic

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All AlternativesView all alternativesView all alternatives
User Ratings
Encompass CDI PlatformTransvision Client Lifecycle Management (CLM)
Likelihood to Recommend
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Encompass CDI PlatformTransvision Client Lifecycle Management (CLM)
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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Transvision Solutions
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
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Transvision Solutions
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
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Transvision Solutions
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
Transvision Solutions
No answers on this topic
ScreenShots