Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For more than thirty years, our offerings have brought standardization and enhanced efficiency to banking institutions and credit unions nationwide. We possess a deep understanding of your operational needs. Fiscal spreading and tracking are key solutions provided by Vision Software Solutions. Over three decades, we have partnered with thousands of bankers, with our average client maintaining a relationship with us for over 11 years. Recognizing the priorities that matter to you, we ensure our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading strikes a harmonious balance between consistency and adaptability. Time and again, as providers of banking software, we have encountered feedback that Excel-based processes for statement spreading and tickler tracking are often inconsistent, susceptible to errors, and labor-intensive. Furthermore, we have committed to keeping our products as independent solutions, given that spreading and tracking are too vital to be relegated as mere add-ons within larger comprehensive systems. In doing so, we empower our clients with the reliability and focus they need to thrive in their financial operations.
Description
Tickler stands out as the premier checklist application for Zendesk, relied upon by numerous teams to maintain clarity and consistency in their processes.
It seamlessly integrates dependable and user-friendly checklists directly into your Zendesk tickets. Whether managing the onboarding of a new client, addressing a complex request, or simply ensuring that important steps are not overlooked, Tickler empowers your team to remain focused and organized without unnecessary deliberation.
There's no longer a need to doubt what has been accomplished or to follow up with agents for progress updates. With Tickler, your checklists are not only transparent and actionable, but they also fit naturally into your team’s existing workflow, enhancing overall efficiency. This streamlined approach ensures that every team member is aligned and aware of their responsibilities, making collaboration more effective than ever.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Zendesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1.95 per user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vision Software Solutions
Website
www.visionsoftwaresolutions.com
Vendor Details
Company Name
Lovestock & Leaf
Founded
2009
Country
Australia
Website
www.lovestockleaf.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement