TriVerity – TriVerity Connector Streamline the Charge-Off process with TriVerity. Integrated to the Temenos LMS Collection and Recovery Module. TriVerity img The TriVerity connector is a fully integrated and streamlined connector for placing and managing charge-off accounts. TriVerity has been integrated with Temenos LMS Collection since 2009 and was one of the original outsourcing connectors. Key Features Charge-Off Collections TriVerity performs collection work on all types of delinquent or charged-off loans on a contingency basis, including small balances as low as $50 and overdraft share accounts. Seamless Account Transfers The TriVerity connector allows financial institutions to set user-specified criteria which will automatically send charge-off accounts to TriVerity. The accounts will be worked by TriVerity on behalf of the institution. Automatic Account Updates Accounts provided to TriVerity are automatically updated through a daily process via the platform. Keep track of how an account is being handled by monitoring any updates made to the account. Benefits Reduce Time Spent on Charge-Off Accounts The TriVerity connector eliminates the need to prepare and place charge-off accounts. It also simplifies the process of tracking the collection activity on those accounts. Use the time saved to increase coverage on your performing loans. Maximize Recoveries TriVerity has been working credit union charge-offs since 1990. Over time, they have developed processes that have resulted in the collection of over 265 million dollars for the 2,700 credit unions they have served. Let them put what they’ve learned about charge-off recovery to work for you. Resources TriVerity Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Around the Clock Service Feel confident, knowing your institution’s accounts are being handled by professionals. Specifically trained to collect on past due accounts, TriVerity’s soft-touch, member-focused approach and 24/7 service, will provide the results you expect from an industry-proven collection agency. Robust Reporting Create and distribute customized reports using the TriVerity connector. The intuitive reporting capabilities within the system will allow your institution to accurately and easily generate reports within minutes.

Xpress Data Inc. – XDI Connector Streamline Account Holder Communications with XDI. Integrated to the Temenos LMS Collection and Recovery Module XDI Connector img The XDI connector gives institutions the ability to outsource printing and mailing to Xpress Data, Inc. (XDI). Letters created within Temenos LMS Collection can be exported to XDI for delivery via FirstClass or Certified Mail, saving your institution time and money! Key Features Complete Automation With the XDI connector, letters generated during the Send Letter workflow are automatically flagged to be sent to XDI based on user-defined criteria. XDI receives a delimited data file, used to compose the letters, each morning through a daily import. Access to all Documents Quickly access all XDI documents and delivery information within the person workspace for easy letter tracking. The XDI Document Index Screen provides a complete list of documents for the current account that are generated through the system and stored by Xpress Data. Quick Delivery Letters received by 11 AM Pacific Time are typically printed and mailed the same day via First-Class or Certified Mail; or uploaded for electronic presentment. Benefits Save time Let Xpress Data do the work for you! Rather than spending time printing and mailing letters and notices, focus on the other key functions of your business. Save money Xpress Data offers reduced postage rates and lowers the number of pieces sent by combining multiple letters that are addressed to the same person into one envelope. Resources XDI Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo  Increase Letter Quality Xpress Data uses enhanced formats and laser printing to increase the quality and effectiveness of letters and notices.

Experian – Collection Advantage Connector Access Data and Analytics with Experian Collection Advantage. Integrated to the Temenos LMS Collection and Recovery Module. experian img The Experian Collection Advantage connector is an all-in-one tool offering easy access to Experian credit-based scoring, consumer contact data and analytical services all through Temenos LMS Collection. Key Features Easily Request Key Information Through this batch integration, users have the ability to request scores, tradeline details, credit attributes, bankruptcy/deceased indicators and current contact data, all in one flawless delivery.  Utilize Existing Functionality Institutions will be able to use the system’s export functionality to determine which accounts are sent to Experian based on criteria, the schedule of when the accounts should be sent, and what data is requested from Experian. View and Manipulate Results All results will be imported directly into Temenos LMS Collection and displayed on an account-level screen. Also, the 33 credit attributes and model scores will be available in the field list allowing institutions to use the data in reports, queues, searching and criteria building. Benefits Proactively Gather Account Information Through the Collection Advantage connector, institutions can access credit-based scoring, segmentation, and locator information early in the collection process when it is most valuable. Improve Productivity Since Collection Advantage is fully integrated with the platform, this all-in-one tool gives you quicker access to critical information for greater productivity and improved profitability. Resources Collection Advantage Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Improve Analysis and Reporting Model scores and the 33 credit attributes received from Experian are available for building collection queues and reports.

Evans, Simpson & Associates – Evans-Simpson Connector Access Evans, Simpson and Associates’ Insurance Products. Integrated to the Temenos LMS Collection and Recovery Module. Access Evans, Simpson and Associates img The Evans-Simpson connector provides Temenos LMS Collection customers with real-time access to Evans, Simpson and Associates’ (ESA) suite of insurance products. Key Features Easy Access to ESA Insurance Information Quickly view a summary of account holder insurance policies, including insurance tracking status and activities, directly within the platform. Adjust insurance coverages, quote premiums and refunds, and update account standing with built-in ESA workflows. These pre-defined steps automate collateral protection insurance (CPI) administration in real-time without the need to access ESA’s LoanGuard CPI system separately. Create Claims and Monitor Claim Status Effortlessly submit a claim to ESA while working an account in the system. The workflow guides the user through the streamlined process, pre-filling screens with information from the Temenos database and conveniently enabling users to attach any supporting documentation. Monitor the current status of all claims with a customized reporting dashboard. Dashboards and Reports Take advantage of a pre-configured dashboard and several pre-configured reports! By uniting ESA’s collateral insurance data with the Temenos collection data in the same reports, your team will make better-informed decisions. 4. Document Management – Upload insurance documents directly to ESA in PDF or TIFF formats with just a few clicks of a button. Benefits Centralized Administration Administer collections and insurance tracking programs from a centralized system, allowing for unified risk management, claim automation and comprehensive reporting. Reduce Data Entry By combining information found in Temenos and ESA’s databases, details required to request a coverage change or to create a new claim are pre-populated, reducing the amount of data entry needed. Resources Evans-Simpson Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Highly Accurate This integration contains a real-time connection to the ESA database so users can feel confident that policy information and reports are up-to-date and accurate.”

Credit Decisioning & Cash Flow Intelligence — Prestatech Data-driven cash-flow analysis with in-depth insights Resources prestatech logo Request A Demo Report includes cashflow statement, affordability analysis, and risk scores. Indicators show positive cashflow trend and anti-fraud check, with alerts on seasonality and visibility. Empower smarter lending with real-time cash-flow intelligence Prestatech enables banks to make instant, data-driven credit decisions for consumers and businesses. By leveraging bank account transaction analytics, we help institutions increase origination, reduce risk, monitor real-time performance, and stay ahead of evolving regulatory requirements. Features Unique transaction categorization engine (6 labels for each transaction) transforming billions of multilingual transactions into actionable insights. Cash-flow-based score and credit analytics, with an extended set of actionable financial KPIs. Applicable to scoring, rating and monitoring models. Enterprise-scale portfolio intelligence, peer benchmarking and performance trend analysis. Protect sensitive data with ISO27001-compliant, secure, and confidential management – no third-party exposure. Benefits Enhance credit models and confidently approve more loans by leveraging real-time transaction data. Learn more Enable credit decisions for underserved customers beyond traditional bureau data. Learn more Strengthen portfolio health with early detection of default indicators and proactive management. Learn more Ensure traceable, auditable KYC/AML compliance with built-in stress testing and reporting. Learn more Resources Cash Flow Analytics Category Award Date Business Resiliency Accreditation Builder April 2024 Sustainability Accreditation Starter April 2024 Interested in the full Hopp Tech report? Click here to buy it now. ISV Assessments/Awards Request a Demo Lorem ipsum Read the analytics ESG & Enterprise Readiness Assessment Scores for Prestatech conducted by The Disruption House Category Award Date Business Resiliency Accreditation Builder November 2024 Sustainability Accreditation Builder November 2024 Interested in the full Prestatech report? Click here to buy it now.