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eMoney Case Studies

  • Bell Bank Grows 75% of New Assets on Their Trust Platform with Financial Planning

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  • Reference Rating
    4.7 / 5.0
    Customer References6 total
    About

    Global Relay is a leading provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery. their 20,000+ customers in 90 countries include highly regulated organizations and other corporate firms, including financial services, insurance, technology, energy (oil and gas), legal, government, and healthcare. Global Relay preserves more than 60 data types within a unified, highly-secure cloud repository. Data types include email, collaboration platforms (e.g. Microsoft Teams, Slack, Zoom), Instant Messaging, Bloomberg®, Refinitiv, social media, text messaging, voice, and trade data.

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    4.7 / 5.0
    Customer References5 total
    About

    Obsidian Suite is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles. Their modern interface lets clients choose from 4 key suites: Finance CRM, SmartDocs, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. They provide the best in class cyber security, and bank level encryption.

  • Reference Rating
    4.7 / 5.0
    Customer References68 total
    About

    Rossum creates a world without manual data entry. Rossum's artificial intelligence understands complex structured documents, enabling companies to capture data from financial documents efficiently and with human-level accuracy. Unlike existing text mining solutions, Rossum's unique deep neural networks reflect the way humans read documents. This eliminates the need for costly manual implementation, a game changer in the data capture business.

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