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Financial Services Cloud vs TaskSuite

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency, decision-making, and customer satisfaction with our all-in-one solution.
TaskSuite revolutionizes lending with a comprehensive platform that simplifies origination, servicing, and loan management. Enhance efficiency,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$300.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.7 /5
(3)

Ease of Use

4/ 5

Features

4/ 5

Customer Service

4.7/ 5

Value for Money

4.3/ 5

Overall rating

5 /5
(2)

Ease of Use

4.5/ 5

Features

5/ 5

Customer Service

4/ 5

Value for Money

4.5/ 5

Total features 146

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Billing & Invoicing
  • Borrower Management
  • Broker/Agent Portal
  • Business Loans
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Carrier Upload
  • Case Management
  • Cash Flow Management
  • Claims Management
  • Claims Tracking
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collateral Tracking
  • Commercial Mortgages
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Credit Check
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Portal
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Claims
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • For Auto Insurance
  • For Borrowers
  • For Brokers
  • For Casualty Insurance
  • For Commercial Business
  • For Disability Insurance
  • For Financial Institutions
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Life Insurance
  • For Personal Insurance
  • Forecasting
  • Forms Management
  • HIPAA Compliant
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Life & Health
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Mortgages
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Multi-State
  • Multiple Line Rating
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Paper-Based Claims
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Policy Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Process/Workflow Automation
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • User Management
  • Visual Analytics
  • Visual Presentation
  • Workflow Management

Total features 86

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Billing & Invoicing
  • Borrower Management
  • Broker/Agent Portal
  • Business Loans
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Carrier Upload
  • Case Management
  • Cash Flow Management
  • Claims Management
  • Claims Tracking
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collateral Tracking
  • Commercial Mortgages
  • Commission Calculations
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Credit Check
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Portal
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Claims
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • For Auto Insurance
  • For Borrowers
  • For Brokers
  • For Casualty Insurance
  • For Commercial Business
  • For Disability Insurance
  • For Financial Institutions
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Life Insurance
  • For Personal Insurance
  • Forecasting
  • Forms Management
  • HIPAA Compliant
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Life & Health
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Mortgages
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Multi-State
  • Multiple Line Rating
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Paper-Based Claims
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Policy Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Process/Workflow Automation
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • User Management
  • Visual Analytics
  • Visual Presentation
  • Workflow Management
  • Chargent
  • Equifax
  • Professional Services Cloud
  • Prove
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Concur
  • Sage Intacct
  • Salesforce Sales Cloud
  • Twilio
  • Workato
  • Xero
  • Chargent
  • Equifax
  • Professional Services Cloud
  • Prove
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Concur
  • Sage Intacct
  • Salesforce Sales Cloud
  • Twilio
  • Workato
  • Xero