Guide

Financial Services Checklist: Choosing No-Code Software

Guide

Financial Services Checklist: Choosing No-Code Software

Guide

Financial Services Checklist: Choosing No-Code Software

Guide

Financial Services Checklist: Choosing No-Code Software

Guide

Financial Services Checklist: Choosing No-Code Software

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Guide

Financial Services Checklist: Choosing No-Code Software

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Guide

Financial Services Checklist: Choosing No-Code Software

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Guide

Financial Services Checklist: Choosing No-Code Software

Guide

Financial Services Checklist: Choosing No-Code Software

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Guide

Financial Services Checklist: Choosing No-Code Software

No-code tools are on the brink of changing the way financial services organizations work—from automating repetitive, time-consuming client onboarding to empowering staff to build entirely new processes in minutes. Adding no-code tools to your financial services tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure.

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, this is the interactive checklist for you. This resource will guide your team as you research, select, and implement the best no-code software for your financial services institution. 

By completing each section of this fillable financial workflow management checklist, you can better understand how to: 

  • Identify a team of stakeholders and no-code champions
  • Build a list of important “must-haves” in a no-code solution
  • Research no-code tools and create your shortlist
  • Implement your first no-code workflow

Download your financial services checklist now to get started!

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Introduction

No-code tools are on the brink of changing the way financial services organizations work—from automating repetitive, time-consuming client onboarding to empowering staff to build entirely new processes in minutes. Adding no-code tools to your financial services tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure.

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, this is the interactive checklist for you. This resource will guide your team as you research, select, and implement the best no-code software for your financial services institution. 

By completing each section of this fillable financial workflow management checklist, you can better understand how to: 

  • Identify a team of stakeholders and no-code champions
  • Build a list of important “must-haves” in a no-code solution
  • Research no-code tools and create your shortlist
  • Implement your first no-code workflow

Download your financial services checklist now to get started!

Introduction

No-code tools are on the brink of changing the way financial services organizations work—from automating repetitive, time-consuming client onboarding to empowering staff to build entirely new processes in minutes. Adding no-code tools to your financial services tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure.

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, this is the interactive checklist for you. This resource will guide your team as you research, select, and implement the best no-code software for your financial services institution. 

By completing each section of this fillable financial workflow management checklist, you can better understand how to: 

  • Identify a team of stakeholders and no-code champions
  • Build a list of important “must-haves” in a no-code solution
  • Research no-code tools and create your shortlist
  • Implement your first no-code workflow

Download your financial services checklist now to get started!

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You can now access the content.
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Infographic

Financial Services Checklist: Choosing No-Code Software

Use this financial workflow management checklist to help your bank, credit union, or insurance agency select a no-code workflow solution.
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Online Payment Gateway Comparison Chart

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FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant
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