Product Avatar Image

BankStride

Show rating breakdown
2 reviews
  • 1 profiles
  • 2 categories
Average star rating
5.0
Serving customers since
2018
Product Avatar Image
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

TaskSuite

3 reviews

Product Description

TaskSuite combines eight powerful systems into a single product, enabling communication between customers and every department in your organization. The application facilitates communication between salespeople and allows managers to pull forecasts on expected revenue. TaskSuite’s CRM system gives actionable insight so you can drive revenue through a satisfying customer experience. - Connect to your audience - Collect data for actionable insight - Automate business workflows - Save time and money With a 24/7, 365-day, 360-degree view of your business, you can identify tangible business goals. - Real-time sales and marketing tracking. - Actionable insight into every customer interaction. - Put all your digital interactions in one place.

Profile Name

Star Rating

2
0
0
0
0

BankStride Reviews

Review Filters
Profile Name
Star Rating
2
0
0
0
0
Tippu G.
TG
Tippu G.
CEO and Founder at SecurEnds
12/06/2022
Validated Reviewer
Review source: Organic

Great Product for Loan Exceptions Monitoring

BankStride is a slick product to manage loa exceptions and portfolio monitoring with an easy-to-use customer portal for document uploads and pending exceptions. My favorite feature is having checklists and automated reminders for customers to send finance, tax, property, and insurance documents. The solution eliminates the never-ending emails going back and forth about what information we need versus what customers have provided. BankStride has saved us tremendous time and effort by getting precisely the information we need to meet our compliance and reduce loan risks.
Morgan S.
MS
Morgan S.
11/23/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Eliminated exceptions

My favorite feature is the fact that the platform interfaces directly with clients, eliminating the need for my team and I to have to collect documents manually. The automation capabilities save our team tons of time...these are the two main differences between Bankstride and other platforms like ncino, abrigo, etc. We have reduced exceptions almost entirely. Great ongiong support and quick implementation time.

About

Contact

HQ Location:
Austin, TX

Social

@filestride

Details

Year Founded
2018