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Business People
Connecting service providers and the financial institutions they serve through one unifed portal.
Screen view of custom software
Screen view of custom software

Custom CMS

Ruby on Rails

API Integration

Custom Client Portal

  • Advanced publishing tools supporting 15 unique content types and hundreds of variations.
  • Live filtering dashboard

Custom Analytics Reporting

  • Combinable filters and drill-downs allow for ad-hoc reporting
  • Aggregate and detailed data

Contextual Content Recognition

  • AI-enabled engine shows users the most engaging content
  • Content targeting based on user attributes

Salesforce Integration

  • Provides a controlled user experience for data stored in SalesForce
  • Aggregates data from various sources