Kalido Business Information Modeler vs. Middesk

Suitability depends on your business model.

Incentivized

Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.

Incentivized

• Kalido has developed a data security and privacy manual for its personnel that is easy to understand and that provides direct guidance with respect to security requirements, including requirements related to support services to Kalido customers.
• Flexible master data modeling
• Kalido clearly establishes in its policy documents that Customer Database Information (CDI) is confidential information that must beprotected, and sets forth specific requirements for handling of CDI including encryption during electronic transmission and storage, as well as other controls.

Incentivized

• Gathering information needed for registration.
• Making the registration process efficient.
• Guiding us through the process when we hit snags.

Incentivized

• Multiple rows, linked by pointers that makes data difficult to read. Could be structured in columns in a table.
• Kalido indicated in its survey response that it does not formally employ a standard configuration for its workstation builds, and/or it does not periodically review systems for deviations from the standard configuration. The Kalido DSP Manual indicates that Kalido does use a system security agent to maintain patches and anti-malware defense.

Incentivized

• Better navigation.
• More marketing and make it very reachable to customers.
• Login is difficult.

Incentivized

UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.

Incentivized

The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.

Incentivized

ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.

Incentivized

• Better speed.
• Better quality for optimal cost.
• Saves a lot of time.

Incentivized