Compare Moroku vs Canopy vs DealCloud

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Crozscore:

60%
what is this?
32%
interest falling

Crozscore:

68%
what is this?
28%
no significant changes

Crozscore:

79%
what is this?
30%
interest rising
Moroku screenshot Canopy screenshot view 2 more DealCloud screenshot view 3 more

Software Description:

Moroku GameSystem helps banks build digital banking and wealth management solutions that are relevant and take customers on a journey of building financial muscle, teaching them through repetition the skills to pay off debt and save, rewarding them for saving not spending, to learn that it is good!

This is a new operating model for banks. Today the majority of banks are heavily reliant on their mortgage businesses. Under this paradigm, large sales and marketing teams are focused on mortgage deals i.e product focused. Under the Moroku model, banks become customer success focused, motivated not just on acquiring a mortgage but most importantly upon helping their customers in paying it off and succeeding.

Under this model the bank builds a sustainable portfolio of customers who are building financial skills, become better, stronger customers financially, better positioned to take on more complex products, such as wealth management and investments and are a lot more likely to promote the bank to their friends and family.

Moroku GameSystem is a complete set of technologies for the deployment and operation of the next generation of mobile banking and wealth management applications that employ motivational theory to build financial muscle and literacy.

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Features:

  • Dashboard
  • Customer Management
  • External Integrations
  • Notifications
  • API
  • Multi-User

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

Summary:

  • Financial Servcies Gamification Platform

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Small

$3.89
1 user(s) / year
Included in plan:
  • Startup Chore Scout package includes 5000 free players

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes it does.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes - core banking systems.

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • Core banking systems.

  • What platforms does this service support?
  • All internet facing applications.

  • What is this service generally used for?
  • Making banking fun.

  • Who are the main user groups of this service?
  • Banks looking to engage customers.

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
127
Followers:

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
69
Followers:
37

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Moroku
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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