SmartStream Transaction Lifecycle Management vs. Tallyfy

TLM will be well suited for an organization's recon requirements. If the organization is able to afford the software, it will be worth investing the amount. The support for heterogeneous file formats is one of the key features. It can accept swift and flat files. The config screens for ingesting the data are very user-friendly. Overall the time taken for setting up a new recon is very less. TLM can be improved if they bring in some AI/ML algorithms for improved match rates.

Incentivized

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• Matching Rules are easy to implement
• Dashboards are user friendly and customizable
• Supports multiple file formats for easy data ingestion

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• Data Archival
• AI and Machine Learning for better match rate
• Better reporting capabilities

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

Excel was used as a traditional recon tool using macros for matching. There is no room to scale up the recons using excel. The recons are cumbersome and take a lot of time to complete. There are more chances of manual errors. No UI to create a good user experience. Overall all negatives compared to TLM

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Recons completed within SLA's
• Improved match rates
• User friendly dashboards

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized