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Middesk

Score8.9 out of 10

6 Reviews and Ratings

What is Middesk?

Middesk is a business intelligence (BI) software used to onboarded clients working in three primary verticals — Fintech, Credit Reporting, and Business Marketplaces.

Media

Middesk

Top Performing Features

  • Customizable Platform (Open Source)

    A customizable, open source API Gateway is a fast and scalable type of API

    Category average: 8

  • Multiple Access Permission Levels (Create, Read, Delete)

    Multiple access permission levels means that different levels of users have different rights.

    Category average: 8.2

  • Single Sign-On (SSO)

    Allows users to use one set of login credentials to access multiple applications

    Category average: 8.6

Areas for Improvement

  • Publish to PDF

    Category average: 8

  • Report Versioning

    Report versioning is the assignment of version numbers to each version of a report to help in tracking.

    Category average: 8

  • Dashboard / Report / Visualization Interactivity on Mobile

    In-app dashboard reports and data visualization.

    Category average: 7.4

Maddesk features

Use Cases and Deployment Scope

Middesk majorly provides 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.

Pros

  • Process of automation.
  • Its verification process is excellent.
  • High quality.

Cons

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

Return on Investment

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

Alternatives Considered

Alloy and NAVEX One

Other Software Used

Adobe Acrobat, Avira Prime, Cisco 5520 Wireless Controller

Usability

Middesk pays for itself and then some

Use Cases and Deployment Scope

We primarily have been using Middesk when we need to set up operations in a new state. We've also been going through the painstaking process of gathering our payroll and tax account information from our previous TPAs, state agencies, etc. and we've recently started using Middesk to transfer administration for those states. State registrations can be complex and nuanced - Middesk helps us stay compliant by prompting us to gather information as few times as possible, then we can rely on the technology to sort it all out and get us registered wherever we need to.

Pros

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

Cons

  • UI can be a little more intuitive.
  • Mail and documents could be translated into actions/tasks.
  • Statuses could be a little more clear.

Return on Investment

  • Saved an enormous amount of time.
  • Made registration process much more simplified.

Alternatives Considered

ADP Workforce Now

Other Software Used

Rippling, Ramp, Earth Class Mail, DocuSign, PandaDoc, Asana

Usability