About Particeep

Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month.

Key benefits of Particeep

* Turnkey solutions to distribute online financial products and services in less than one month
* Open banking and open insurance API
* Online subscription user journey editor
* Self care and assisted financial services distribution
* supports banking, insurance and money savings products

Devices

Business size

S M L

Features

Total features of Particeep: 35

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Asset Categorization
  • Asset Sharing
  • Billing & Invoicing
  • Broker / Agent Portal
  • Brokerage Management
  • CMS Integration
  • CRM
  • Commission Management
  • Customer Engagement
  • Customer Portal
  • Customizable Branding
  • Data Verification
  • Design Management
  • Digital Signature
  • Document Generation
  • Document Management
  • Electronic Payments
  • Insurance Rating
  • Loan Management
  • Marketing Automation
  • Multi-Channel Distribution
  • Partner Portal
  • Price / Margin Management
  • Product Catalog
  • Quotes/Estimates
  • Reporting/Analytics
  • Retail Banking
  • Search/Filter
  • Single Sign On
  • Transaction Monitoring
  • Underwriting Management
  • Workflow Management

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Reviews

Overall rating

5 /5
(1)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

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Showing 1 review
Groupe P.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reviewed on 2016/09/14

Particeep FAQs

Below are some frequently asked questions for Particeep.

Particeep offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

We charge annual licence fees and setup fees

We do not have any information about Particeep features

Particeep has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Particeep supports

Particeep supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Particeep integrates with the following applications:

Salesforce Platform, Stripe, Universign

Particeep offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Particeep.