Compare Moroku vs ContractZen vs Lively HSA

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56%
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33%
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Crozscore:

61%
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20%
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Crozscore:

76%
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36%
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Moroku screenshot ContractZen screenshot view 1 more Lively HSA screenshot

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:

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

Software Description:

Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare. We created a beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone.

Lively provides employers and employees a paperless and digital way to manage their health savings account this includes simple easy sign up (less than 5 minutes), payroll syncing, and transparent pricing.

Lively is not a bank but has all of the benefits of one.

Features:

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

Features:

  • External Integrations
  • Data Export
  • File Sharing
  • Data Import
  • Password & Access Management
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard

Features:

  • Batch Permissions & Access
  • Forecasting
  • Employee Database
  • Data Import
  • Organization Management
  • Multi-User
  • Customer Management
  • Scheduling
  • Dashboard
  • API

Summary:

  • Financial Servcies Gamification Platform

Summary:

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

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:

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
San Francisco
Employees:
2-10
Likes:
Followers:

Other:

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

Other:

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
Finnish, English
Regional Restrictions:
No restrictions.

Other:

Who uses Lively HSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
United States
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