Rocketlane vs. RollingFunds KYB - Know Your Business

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Rocketlane
Score 8.9 out of 10
N/A
As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment customer experience and accountability. Its target audience primarily includes industries such as CS (Customer Success) and Professional Services. It emphasizes its capability to expedite time-to…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
RocketlaneRollingFunds KYB - Know Your Business
Editions & Modules
No answers on this topic
Custom - RollingFunds
TBD
Offerings
Pricing Offerings
RocketlaneRollingFunds KYB - Know Your Business
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPricing 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
Features
RocketlaneRollingFunds KYB - Know Your Business
Project Management
Comparison of Project Management features of Product A and Product B
Rocketlane
8.4
7 Ratings
8% above category average
RollingFunds KYB - Know Your Business
-
Ratings
Task Management9.07 Ratings00 Ratings
Resource Management8.06 Ratings00 Ratings
Gantt Charts8.06 Ratings00 Ratings
Scheduling9.04 Ratings00 Ratings
Workflow Automation8.07 Ratings00 Ratings
Team Collaboration10.07 Ratings00 Ratings
Support for Agile Methodology9.05 Ratings00 Ratings
Support for Waterfall Methodology5.06 Ratings00 Ratings
Document Management8.07 Ratings00 Ratings
Email integration9.06 Ratings00 Ratings
Timesheet Tracking9.06 Ratings00 Ratings
Best Alternatives
RocketlaneRollingFunds KYB - Know Your Business
Small Businesses
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Score 8.5 out of 10
Medium-sized Companies
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Score 8.5 out of 10
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Enterprises
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No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
RocketlaneRollingFunds KYB - Know Your Business
Likelihood to Recommend
10.0
(7 ratings)
-
(0 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
RocketlaneRollingFunds KYB - Know Your Business
Likelihood to Recommend
Rocketlane
There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.
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RollingFunds
No answers on this topic
Pros
Rocketlane
  • Saved Project Manager time by 80-85%
  • Ease of use, User Friendly interface
  • Reminders : Email notification on upcoming due task to task owner
  • Publishing of Periodic Project Status Report
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RollingFunds
No answers on this topic
Cons
Rocketlane
  • Project Opening time
  • Automated time tracked should be there
  • Every phase has a option to make a call and zoom so time tracked real time
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RollingFunds
No answers on this topic
Likelihood to Renew
Rocketlane
It really helps to support us in supporting our customers.
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RollingFunds
No answers on this topic
Usability
Rocketlane
Because of the impact, it has created in terms of saving resources and time by helping them with project-related timelines.
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RollingFunds
No answers on this topic
Alternatives Considered
Rocketlane
For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.
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RollingFunds
No answers on this topic
Return on Investment
Rocketlane
  • Dislike can be that we are not able to add tasks when we are filling the timesheet directly and so then we have to go to that project and create task and then put up the time. If I want to fill past days timesheet then this cause double work.
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RollingFunds
No answers on this topic
ScreenShots

Rocketlane Screenshots

Screenshot of Project ListsScreenshot of Project PlanScreenshot of Status UpdateScreenshot of Customer ViewScreenshot of TemplateScreenshot of Documents

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.