Case IQ vs TurnFriendly Financials
Case IQ
caseiq.comTurnFriendly Financials
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| Figure | Case IQ | TurnFriendly Financials |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Complaint Management Software | 7.7 (#9) | 6.8 (#22) |
| Case workflows | Users can centralize case records, track file changes, automate workflows and generate case reports. | The product supports automatic process distribution, skills-based routing, to-do lists, resubmissions, and dashboards for open processes. |
| Deployment | cloud | The feature list describes the system as web-based and available as SaaS or on-premise. |
| Headquarters | Ottawa, Ontario, Canada | The contact page lists the company address as Schillstraße 4, 90491 Nürnberg, Germany. |
| Integrations | Case IQ describes integrations for HRIS, CRM and ERP systems, identity providers and ticketing systems, plus an open API, SFTP and bulk data uploads. | The maker lists standard SAP interfaces, adapters for proprietary systems, parallel connections to multiple customer master data systems, and integrations for HR, mail servers, call centers and banking systems. |
| Support | Case IQ says staff are available 24/7 for customer support and technical assistance. | The company offers a noncommittal 30-minute online consultation with managing director Marco Rothberg and lists weekday office hours of 9:00–18:00 (GMT+0100). |
Plans
In their own words
Case IQ
Case IQ is a cloud-based investigative case management and compliance platform for organizations handling workplace incidents and risk. It supports multiple intake channels, anonymous reporting, guided forms, and case triage. Teams can centralize records, track file changes, automate workflows, and produce case reports. Dashboards, automated reporting, and configurable reports help identify trends and manage investigations. The platform includes custom case fields, audit trails, and a mobile version with speech-to-text. Integrations cover HRIS, CRM, ERP, identity providers, and ticketing systems, with an open API, SFTP, and bulk data uploads. Case IQ says annual independent audits validate SSAE SOC 2 Type II accreditation and ISO/IEC 27001:2022 certification. Access roles, data masking, and GDPR-compliant deletion, amendment, and transfer processes provide privacy controls. Support is available 24/7. Pricing is tailored, typically combining a one-time implementation component with an annual subscription.
TurnFriendly Financials
TurnFriendly Financials is a web-based case-management platform for banks, insurers and other financial-service providers. It handles queries, complaints, claims, reclaims, feedback and related concerns from intake through response, with histories, categories and configurable statuses. Work can be distributed automatically, routed by skills, tracked through to-do lists and resubmissions, and monitored on dashboards. Banking functions include SEPA processes, PSD2 incident handling, reimbursement releases, AnsFuG reporting and BaFin-compliant reports. Insurers can collect, categorize and evaluate complaints and produce complaint reports. Customer service portals accept concerns and let advisers retrieve information with single sign-on. TurnFriendly lists more than 60 standard reports and real-time analysis information. Integrations include SAP, customer-data, HR, mail, telephony, document-management and banking systems, plus SOAP and REST services. Deployment is SaaS or on-premise. Pricing is on request.