Gathering financial data quckly, and accurately, remains as one of banking's biggest challenges. Until now. Harmony Fianancial profile was built to meet, and beat, these challenges.  

Harmony Fianancial Profile - Effortless, intuitive, and accurate data gathering in minutes.

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  • For retail and commercial applications
  • Retrieves third party data
  • Integrates with CRM systems
  • Find existing members quickly and easily with member search capabilities
  • Capture assets, liabilities, income and expenses in one place at one time
  • Enable users to assign specific percentages to be used in debt service ratio and net worth calculations for each asset, liability and expense held
  • Reduce the effort required to gather financial information
  • Automatically calculate the available monthly payment that the member can afford in new debt
  • Display a comprehensive all-in-one financial snapshot of personal and financial information providing everything needed to quickly qualify applicants for credit
  • Display running net worth, GDS and TDS totals automatically as assets, liabilities, income and expenses are entered

All Harmony Products Offer

  • Out of the box usability
  • Seamless integration with any banking system
  • A natural, intuitive, and super-easy to use experience
  • Simplified collection and retrieval of information
  • Verified data accuracy
  • Elimination of data duplication
  • Saves applications in your preferred data store
  • Zero duplication of business rules
  • Greater POS focus, and additional sales & relationship time
  • Opportunities to reduce FTE compliments without compromising productivity
  • Low maintenance costs
  • Surprising affordability
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