Smart workflow for efficient financial services consultants
Solutions designed to make the staff's work simple.
Single source for workflow and customer task management.
Manage your customers’ expectations, tasks, and communication in one platform.
Provide customer goal and performance management.
Understand, track, and manage your customers’ financial services goals and plan.
Never miss a customer question, inquiry, or ask.
Ensure you capture all of your customer asks and questions to make sure they receive responses and assistance.
Use automation to simplify you and your customers’ compliance.
Automate tasks and checklists to ensure your team complete routine customer tasks for your practice.
Gain efficiency with your financial services procedures.
Designed to help finance teams have an optimized process and satisfied stakeholders.
Manage deadlines and set checklists
Manage recurring tasks, be notified when a payment is due and know what to do when a new task is on the way with checklists.
Centralized
Communication
Keep your team aligned, stakeholders informed and information centralized by conducting all of your operation right from the StartingPoint portal.
Custom
Templates & automation
Systemize your processes and lower human error using templated checklists and automated workflows custom to you.
Track & hit every
financial goal
Stay on top of the targets you’ve set for you and your team - while ensuring a high sense of accountability at all times using goal setters and performance trackers.
White Label
(Branded interface)
Keep your brand identity visible to your stakeholders through our white-labeled interface solution.
File Management
and Storage
Store, manage & retrieve any file right from StartingPoint so you always have them ready when needed.
StartingPoint meets all industry standard privacy and security regulations.
Source: Fortune 100 Mobility for Businesses with 1,000 or 100,000,000 Assets
+60%
increased productivity
+27%
project success rate
+25%
monthly ticket response
A single subscription that replaces them all.
Service Management
Zendesk
Freshservice
HelpCrunch
Cloud Storage
Dropbox
OneDrive
Box
Project Management
Monday.com
Wrike
Clickup
Collaboration
Trello
Asana
Podio
Up and running in less than 45min.
Watch a live demo
Our experts will walk you through exactly how to utilize StartingPoint.
Customize your workflow
Fully optimize the dashboard to fit your company's workflow.
Go live & Onboard clients
Onboard existing and future clients in no time with your branded interface.
Educators and administrators that love StartingPoint.
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Flexible Plans fit for your Business
See how easy it is to eliminate work redundancy
Frequently Asked Questions
The SMB version of StartingPoint is available for up to two team members and unlimited customers. If your organization or team exceeds two team members, we have varying packages based on the number of employees inside your company that is billed in a flat-rate each month. Annual pricing is available. Contact sales@startingpoint.ai for further discussions on your needs for your organization.
We want to make your on-boarding as easy as possible. We walk you through a guided no-cost on-boarding and configuration session that takes 45-60 minutes. This allows us to help you customize your environment allowing you to use StartingPoint right after the session is completed.
Our focus is protecting your critical data, information, and ensuring your platform is available for your customers to reach you. StartingPoint utilizes Tier 1 cloud-services providers that are GDPR and HIPAA compliant while hosting all data in SSAE 16 / SOC2 certified data centers. All data is AES-256 encrypted and each customer has its own siloed repository for storage of data.
To cancel your StartingPoint subscription, please contact support@startingpoint.ai.
You can subscribe to StartingPoint with any major credit card. Annual subscriptions and packages of more than 50 employees can be payable via invoice. Our sales team will be able to work with you to determine the best method of payment.
Please contact StartingPoint sales at sales@startingpoint.ai to increase your package to allow for more Team Members.
Yes. StartingPoint offers a significant discount for all educational institutions on annual plans.
Still have questions?
Our workflow professionals are here to help you decide on what’s best for your business.
