SINGLIFY LTD

Grants, Loans, and Financial Management Solution

Singlify, a cloud-based SaaS financial management application, specialises in grants, loans, crowd funding, and micro-finance through a seamless customer experience portal using Salesforce and CRM. It covers finding, applying, assessing, decision making, awarding, paying, monitoring and evaluation, reporting, loan origination and complex repayment calculations. Provides automation, workflow and AI tools.

Features

• Customer focus with all financial products in one place
• Eligibility and Suitable guidance to customers
• Customer portal with authentication and digital signing
• KYC/AML checks and fraud prevention
• Bank and payment provider integration
• Holistic management of all financial products
• Collaboration, engagement, and user defined workflows
• Powerful monitoring and evaluation capabilities to track benefits and value
• Workflow automation and AI Tools for enhanced productivity
• Business case, design, configure, implementation and delivery

Benefits

• Up-to-date information on customers financial products
• Manage all interactions and communication in one secure solution
• Evidence customer milestones to release further funding
• Standardised and repeatable processes to ensure operational consistency and efficiency
• Portfolio and Programme funding management, reporting, and analysis

£250 a user a month

• Free trial available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at james.vickery@singlify.app. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

892400762176011

Contact

James Vickery
07881813804
james.vickery@singlify.app

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Requires Salesforce, but this is built into the cost model and customer does not need to do anything.
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Community cloud
• Service constraints: Singlify typically releases three product updates a year, customers have flexibility on whether they take this or not.
• System requirements:
  • Cloud hosted services - accessed and maintained via Web Browser
  • Internet connection

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Singlify will respond within one business day. Every effort will be made to respond sooner and historically the average is within 3 hours
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 A
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: Yes, at an extra cost
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: WCAG 2.1 A
• Web chat accessibility testing: Testing using screen readers such as JAWS and Google Screen Reader Plugins
• Onsite support: Yes, at extra cost
• Support levels: Standard supports covers 9 to 5 (UK time), Monday to Friday. Exact SLA to be agreed with customer to meet business needs. Can be scaled to cover peak periods of demand as required.
• Support available to third parties: No

Onboarding and offboarding

• Getting started: There are multiple ways to get started and we are flexible in how we work with customers. We have a formal ‘Delta Programme’ we often begin with which provides a structured approach that allows the customer to better understand our product, while at the same time helping us understand what is required, for example, legacy data to be migrated or third-party services (such as Banking) to be integrated with. ; ; Salesforce also provides an immersive self-learning environment available called “Trailhead” for anyone who would like to have an engaging and interactive way of learning about salesforce. It is an online and free to use learning environment available here: https://trailhead.salesforce.com/
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Various methods are supported, for example an administrator for a given Salesforce environment can export (subject to appropriate permissions being set) data to a series of files securely using the weekly export function We can also replicate the data and provide in a standard format. We fully recognise it is the customers data and we actively help them extract at the end of the contract as required.
• End-of-contract process: A formal exit plan will be agreed. This will include at a minimum an initial meeting to scope out the exit and agree tasks, and a final review meeting to ensure all tasks have been completed. Core activities, such as extracting customer data and closing down the contract are included. Other activities would need to be discussed to understand the scope. All customer data is deleted as part of our exit process.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Responsive design is used for device-optimized layouts. GDS design standard are also followed, and GDS design components are used on the web front end.
• Service interface: Yes
• User support accessibility: WCAG 2.1 A
• Description of service interface: All products and key capabilities can be accessed and integrated through our service interface. This allows seamless integration with other services, platforms, websites, apps and applications as well as required.
• Accessibility standards: WCAG 2.1 A
• Accessibility testing: Service interfaces are tested using screen readers such as JAWS and Google Screen Reader Plug-ins. We also commission independent third parties to assess the service and make recommendations back for improvements.
• API: Yes
• What users can and can't do using the API: A number of API’s are available including REST and SOAP. These provide programmatic access and control to a range of features.
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Customisations normally involve integration with a third-party service, for example KYC/AML, and then provisioning that information as part of an existing interface but with new fields. More complex customisations have taken place, for example to support legacy loan calculation formulas, requiring changes to the core engine in that example. Customisations to the core product are advised against unless legal or policy requirement.

Scaling

• Independence of resources: Our product is hosted on Salesforce, a tier one hosting providing with guaranteed levels of performance.

Analytics

• Service usage metrics: Yes
• Metrics types: Metrics can be tailored as required, for example to track KPI’s, customer journeys, workforce management, and applications stages (submitted, approved, paid).
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Salesforce

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Developed Vetting (DV)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: ‘IT Health Check’ performed by a CHECK service provider
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Various methods are supported, for example via an API or FTP.
• Data export formats:
  • CSV
  • ODF
  • Other
• Other data export formats:
  • XML
  • JSON
• Data import formats:
  • CSV
  • ODF
  • Other
• Other data import formats:
  • XML
  • JSON

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • Private network or public sector network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Bonded fibre optic connections
  • Legacy SSL and TLS (under version 1.2)
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)

Availability and resilience

• Guaranteed availability: Singlify is built on the Salesforce platform which works to a target up time for platform availability of 99.99%, measured 24/7/365. Excellent availability statistics (historically 99.5%) are critical to Salesforce's customers’ success and to the success of Salesforce as a company. Salesforce have configured all networking components, SSL accelerators, load balancers, Web servers and application servers in a redundant configuration.
• Approach to resilience: The service is delivered via the world-class Salesforce platform, highly redundant networking, and data centre infrastructure consisting of a primary production data centre, a full capacity secondary data centre for hosting the service provided to customers. Each server has multiple active clusters and use highly redundant carrier-class disk storage to minimise the risk of single points of failure, and provide a highly resilient environment with maximum uptime and performance.
• Outage reporting: Outages are publicised on a public portal and via email alerts. Salesforce provides current and historical (the preceding month) data on service availability for each of their instances at https://status.salesforce.com. Singlify actively manage customer implementation and communicate any issues directly.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: The primarily means is role based with various privilege levels assigned and only authorised users can make changes. Other configurations are available, based on use cases and customer needs
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: Salesforce holds various security governance certifications including CSA. While not holding directly, Singlify adopts and follows these for its application.
• Information security policies and processes: Details available upon application

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: Singlify has a robust configuration and change management process that includes risk assessment, testing and validation, and version control. A log of all changes to the application and releases in maintain and available to customers. All changes are tracked via industry-standard source control tools. Tooling is used to automate and optimise the release process, all of which is fully auditable and provides product version histories.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Singlify has a clearly defined and structured vulnerability management approach for identifying, prioritising, mitigating, and monitoring security vulnerabilities within the application. Patching to Singlify follows a risk-based approach, and non-critical patches can be applied to customer solutions as soon as the fix is tested and available, as can resolutions for insecure environment configurations. Salesforce operates with multiple tiers of vulnerability management including daily scans on external and internal facing systems.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: Singlify applys various solutions for protective monitoring to record al login attempts and configuration settings. This information is available in a report to support review against organisations policies. Salesforce also operates a Threat Intelligence and Detection team monitors the Salesforce services 24x7 for threats and unauthorized intrusions, adding an extra layer of security with extensive logging and monitoring being conducted across all Salesforce Services and environments.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Singlify incident management processes triages all recorded incidents and routes these to the appropriate actor for action, escalating where necessary in accordance with the agreed procedures in place with the customer. Salesforce utilises a formal Incident Management Process that supports the Salesforce Computer Security Incident Response team in investigation, management, communication, and resolution tasks. This team will promptly notify the customer in the event of any security breach of the Service resulting in an actual or reasonably suspected unauthorised disclosure of Customer Data.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Singlify is actively engaged in combating climate change through sustainable business practices and responsible operational choices. Our offices in London and Nairobi are located in shared working spaces, which allows us to efficiently use resources and share services with other organizations, reducing our overall environmental footprint. This collaborative environment helps minimize energy consumption and waste production.; ; We leverage cloud-based technologies to promote paperless operations and enable remote collaboration, significantly cutting down on physical resource use. Our commitment extends to sustainable commuting practices, encouraging our staff to use public transportation and supporting remote work to reduce travel-related emissions.; ; Through these initiatives, Singlify not only minimizes its direct environmental impact but also fosters a culture of sustainability within the tech industry, urging our clients and partners to adopt greener practices.

  Covid-19 recovery

  Singlify plays an active role in supporting Covid-19 recovery efforts through our specialized software solutions. Our platform has been instrumental for several customers who manage Covid-19 loan recovery funds, enabling them to efficiently administer these critical resources. By leveraging our SaaS system built on the Salesforce platform, these organizations can streamline their loan processing and distribution, ensuring timely and effective financial support to businesses and individuals affected by the pandemic.; ; We are committed to promoting and supporting our customers who operate Covid-19 loan recovery funds. Our platform's robust functionality allows for tracking and management of loan applications, disbursements, and ongoing portfolio monitoring ensuring transparency and accountability in the handling of recovery funds.; ; By providing these essential tools and dedicated support, Singlify not only aids in the economic recovery from the pandemic but also ensures that our customers can continue their vital work with enhanced efficiency and impact.

  Tackling economic inequality

  Singlify is dedicated to reducing economic inequalities through its B2B SaaS solutions, designed specifically for inclusive finance providers such as credit unions. Our mission is to empower these organizations to extend financial support to underserved communities, thereby directly addressing economic disparities.; ; Our software enhances the capabilities of financial institutions to serve low-income individuals and small businesses that are often excluded from traditional banking services. By streamlining core banking functions like loan origination and account management, Singlify enables more efficient service delivery to a broader audience, facilitating economic inclusion and empowerment.; ; Additionally, Singlify's impact extends beyond the UK as we aim to expand our reach to international markets in Kenya, Romania, and other regions. This expansion is geared towards scaling our social impact, helping more communities combat economic inequalities through improved access to financial services.; ; We also invest in the continuous development of our technology and the training of our clients to ensure that the benefits of our software translate into tangible economic opportunities for end-users. Our focus on operational efficiency helps financial institutions maximize their outreach and effectiveness, contributing to a more inclusive financial ecosystem.; ; Through these efforts, Singlify not only supports the growth and efficiency of financial institutions but also plays a pivotal role in addressing global economic inequalities. Our commitment to enhancing financial access and efficiency for disadvantaged communities underscores our dedication to this cause, aligning with the goals of the G-Cloud procurement platform to foster social value in government contracts.

  Equal opportunity

  Singlify is committed to promoting equal opportunities through its corporate policies and the design of its software solutions. Our dedication to diversity and inclusion is reflected in our multicultural team management and recruitment practices, ensuring a wide range of perspectives and equal opportunities for all employees, regardless of their background. We have a dynamic international team with members based in London, Nairobi, the Netherlands, Belgium, Eastern Europe, and Uganda, emphasizing our commitment to cultural diversity and inclusive employment practices.; ; Our product, a SaaS solution built on the Salesforce platform, is specifically tailored for inclusive finance providers, such as credit unions, which serve diverse communities often overlooked by traditional financial institutions. By enhancing the operational efficiency of these organizations, we indirectly support the promotion of equal financial opportunities for their clients, which include underserved and economically disadvantaged groups.; ; Internally, we ensure that our training and career development opportunities are accessible to all employees, supporting their professional growth and advancement regardless of their origin, gender, or any other status. This commitment extends to our hiring and onboarding processes, where we strive to maintain fairness, transparency, and openness, welcoming talent from various walks of life.; ; Through these practices and the nature of our services, Singlify upholds the principles of equal opportunity, striving to create a more inclusive society both within and outside our organization.

  Wellbeing

  At Singlify, we prioritize the wellbeing of our employees by fostering a workplace culture centered on psychological safety and self-management. Our organizational structure is designed to empower individuals through autonomy and responsibility, allowing team members to manage their workflows and contribute to decision-making processes. This approach not only enhances job satisfaction but also promotes a healthy work-life balance, which is crucial for mental and emotional wellbeing.; ; We are committed to building psychological safety within our teams, creating an environment where employees feel secure to voice their ideas and concerns without fear of negative consequences. Regular training sessions and workshops are conducted to reinforce the importance of mental health, teaching skills related to stress management, effective communication, and conflict resolution.; ; These practices ensure that our workplace not only supports the professional growth of our employees but also cares for their personal development and mental health, contributing positively to their overall wellbeing.

Pricing

• Price: £250 a user a month
• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: As part of our Delta Programme, which we undertake at the start of an engagement and covers analysis, requirements, and solution design, customers will have access to a free trial version.

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at james.vickery@singlify.app. Tell them what format you need. It will help if you say what assistive technology you use.