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    4.7 / 5.0
    Customer References9 total
    About

    BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base spanning over 50 countries, with a global team of more than 4,000 employees across 35 offices and operating centers. BancTec uses a common technology platform to deliver reliability, security and consistently high levels of performance.

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    4.7 / 5.0
    Customer References17 total
    About

    Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.

  • Reference Rating
    4.7 / 5.0
    Customer References81 total
    About

    eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout.