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FundStream Technology Proprietary Limited

Registration number 2017/183670/07

+27 21 685 0157

Cloud Based Workflow and Process Management

Pulse

Pulse is our flagship workflow and process automation tool. It enables financial companies to configure and enforce a series of steps to ensure a process is safe, validated and enforced.

Downloads

       Pulse Fact Sheet (173Kb)

Read about the features of Pulse and how it can help you automate your business process.

       Case Study - Client Payments (126Kb)

Read how Pulse helped a financial services company automate their client payments process alongside the Investec Corporate Cash Management (CCM) System.

Features & Benefits

 

No more paper based forms, capture all data electronically and have it backed up securely into the cloud.

1.

Completely flexible structure and process, configure any number of steps or input fields.

2.

Route data between people using actions such as Approve, Reject, Revert, Cancel, Batch, and more...

3.

Support for Escalation to managers who can override validations and checks.

4.

Fully customisable SMS and email notifications when actions are fired. 

5.

Integrate with your own client database allowing autofill of forms with client and bank account details.

6.

New data is flagged alerting operators that extra checking should be performed.

7.

Apply validations such as required values, blind double capture, value ranges and many more... 

8.

Hosted on the Microsoft Azure Cloud platform, you pay a subscription fee and we take care of the rest.

7.

Watch the demo video to see Pulse in action.