Compare Moroku vs Canopy vs Satago

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Crozscore:

60%
what is this?
32%
interest falling

Crozscore:

67%
what is this?
28%
no significant changes

Crozscore:

83%
what is this?
85%
28%
interest falling
Moroku screenshot Canopy screenshot view 2 more Satago screenshot view 4 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:

You as a credit controller - just automated.
Customisable invoice reminders and statements that look and feel like they are coming from you. Set schedules for each of your customers and keep all communication neatly in one place.

Know you customers like never before.
Identify the risk of all outstanding invoices. Recognise your problematic customers and act accordingly. See recommended credit limits for your customers and be warned if they’ re exceeded.

Overcome cashflow gaps with instant finance.
Choose individual invoices to finance. We advance up to 85% of the invoice value to you in less than 24 hours. No need to wait for your customer to pay you. Easy.

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:

  • Billing/Invoicing
  • Notifications
  • Accounts Receivable

Summary:

  • Financial Servcies Gamification Platform

Summary:

    No key features associated with this application.

Summary:

  • Sell individual invoices as and when you need it

  • Reports about your biggest and oldest debtors

  • Integrated communication system - receive copies of email conversations automatically and respond back all within Satago

  • Email tracking - See who opened your emails

  • Letter before action at a click of a button

  • Automated, customisable email reminders, statements, thank you messages

  • Credit risk insights - get an idea who you really do business with

  • Flexible invoice finance - bridge your cash flow gaps

Small

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

Pricing:

  • Starting from: $0.00/month
  • Credit card required: No
  • It's free to connect Satago to your cloud accounting software (desktop accounting software is £99/mo)

    Invoice finance is charged on an invoice by invoices basis - fees ranging from 2% to 4%
    Top level credit risk data is free - Full credit reports start from £165/yr
    Chasing features and debtor CRM system are completely free to us

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 integrate with any other apps?
  • Yes, 300+ accounting software packages

  • Who are the main user groups of this service?
  • Startups, SMEs and freelancers

  • What is this service generally used for?
  • Improving cash flow over time and cutting down on the admin time you would normal spend chasing your clients.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, up to 10 users

  • Does this service offer guides, tutorials and or customer support?
  • Yes, in-app guides and tutorials. Customer service available through email, phone and in-app messaging

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
London
Employees:
11-50
Likes:
476
Followers:
1.69k

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 Satago
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Invoice finance and credit risk data only available in the UK
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