Name: Fulcrum Upfront
Author: Fulcrum Global Technologies Inc

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Document Generation

Visitor Management

Visual Collaboration

Workflow

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Application Lifecycle Management (ALM)

Change and Configuration Management

Cloud Storage

Data Fabric

Database Performance Monitoring

Dynamic Application Security Testing (DAST)

Email Encryption

Fraud Detection

Integration Platform as a Service (iPaaS)

Master Data Management (MDM)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

SaaS Management

Software-Defined WAN

Virtual Desktop Infrastructure (VDI)

Web Application Firewalls

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Computer-Assisted Translation

Consumer Ratings & Reviews

Content Management

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Public Relations (PR)

Real-Time Interaction Management

Screen and Video Capture

Social Media Management

Social Media Publishing

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Insider Risk Management

Secure Service Edge (SSE)

Security

3D Modeling

Equation Editors

Forestry

Legal Research

Municipal

Utilities

Vertical-Specific

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Fulcrum Upfront is used to streamline and standardize manual business processes for clearing new business with a flexible workflow engine. Intelligent workflows simplify necessary compliance with AML and KYC standards. The software helps accelerate new business decisions by producing high-quality, centralized intake data. It displaces paper files and laborious review processes. Users can integrate and scale critical policies through a its form builder, reporting tools, alert triggers, and matter lifecycle tracking capabilities.

Plaid in San Francisco offers a suite of applications supporting banks with risk management and customer account management features. Plaid is used by digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by banks to make it easier for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe.

Test

Launch

Scale

Plaid

Start-up Plan

Growth Plan

UserGuiding

Fulcrum Upfront

Customer Onboarding

Fulcrum Global Technologies Inc

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Customer Onboarding Software

Fulcrum Upfront

Overview

What is Fulcrum Upfront?