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FINANCIAL SERVICES

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Leverage Tada's FinTech Solutions

Rapidly implement analytics

The financial services sector is already seeing fully digital platforms and competitors. Meanwhile, digital transformation in banks is constrained by compliance and data security imperatives. The Tada platform makes it possible for FS firms to rapidly implement Analytics and AI-driven solutions using data from existing systems, in order to compete effectively via innovative products and services.

Banks & Credit Unions

Innovate and engage your customers.

While new entrants seek to disrupt, banks and credit unions are uniquely positioned to delight their customers with fulfilling experiences. Combine data across your business systems and other external data sources to enhance risk-based pricing, customer acquisition and customer service.

Private Equity

Enhance due diligence in M&A.

With very little time available to conduct due diligence in M&A transactions, financial and operating performance evaluation is a challenge for PE firms. See how Tada can be rapidly implemented in multiple industries to provide more granular knowledge for accurate performance analysis.

FINTECH SOLUTIONS
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Customer Acquisition

Applications for Consumer Banking and Wealth Management to optimize sales and marketing productivity.

Included Apps:
Lead Management

TBD...

Sales & Marketing Effectiveness

TBD...

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Risk Management

Applications for Banks and Credit Unions to price more accurately for risk.

Included Apps:
Acquisition Risk

TBD...

Product Performance

TBD...

Collections Performance

TBD...

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Portfolio Management

Applications for Banks and Private Equity to manage and evaluate financial portfolios.

Included Apps:
Portfolio Performance

TBD...

 

Asset & Liability Management

TBD...

Operating & Financial Performance

TBD...

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Customer Experience

Applications for Banks and Credit Unions to better engage and retain customers.

Included Apps:
Customer Retention

TBD...

Customer Retention

TBD...

Find Your Solution With Tada

Helping insurance companies manage the complexities of their business is what we do. Let us show you how we streamline operations and find better ways to serve your customers.