Zoho CRM offre alle organizzazioni di piccole e grandi dimensioni una soluzione completa per gestire tutte le fasi delle relazioni con i clienti permettendo di centralizzare le vendite, il marketing, l'assistenza ai clienti e la gestione dello stock in un unico sistema per le imprese. Ulteriori informazioni su Zoho CRM Zoho CRM offre alle organizzazioni una soluzione completa per gestire tutte le fasi delle relazioni con i clienti. Ulteriori informazioni su Zoho CRM
AIM, la principale soluzione per la gestione del capitale privato sulla piattaforma Salesforce, consente di consolidare i dati in un unico sistema centrale per l'efficienza operativa e ottimizzare i flussi di lavoro per aumentare la crescita. AIM è pronta per Lightning Experience con un'interfaccia utente semplice e chiara, progettata per facilità d'uso e velocità. Con AIM otterrai le basi per creare la tua soluzione tecnologica nell'intera impresa, sfruttare la potenza dei tuoi dati e ottenere un vantaggio informativo che ti pone molti avanti rispetto alla concorrenza. Ulteriori informazioni su AIM Gestisci la raccolta di fondi, il flusso di affari, la due diligence e i portafogli. Per gestori di fondi di investimento alternativi e investitori istituzionali. Ulteriori informazioni su AIM
Crea relazioni preziose con lead e clienti grazie ad amoCRM. L'esclusiva pipeline digitale elimina le attività di routine automatizzando l'acquisizione dei lead, l'invio di e-mail, il movimento attivato dal comportamento tramite la pipeline e i promemoria delle attività. Potrai concentrarti sulla crescita degli introiti, anziché sull'inserimento dei dati. Inoltre, cosa ancora migliore, le analisi di amoCRM ti consentiranno di monitorare la crescita e misurare il ritorno sull'investimento (Return on investment, ROI). Valuta le prestazioni del gestore degli account con il monitoraggio degli obiettivi e modifica la tua strategia con report che ti aiutano a identificare i colli di bottiglia. Vendi in modo facile e intelligente con amoCRM. Ulteriori informazioni su amoCRM amoCRM è una soluzione CRM facile da utilizzare, rimanendo al contempo molto funzionale e potente. Pipeline di vendita, monitoraggio dei lead, analisi e integrazione con il sito web. Ulteriori informazioni su amoCRM
Monitorare le finanze, i lead e l'intero processo di vendita non è mai stato così semplice grazie al potente ma flessibile software CRM di Pipedrive. Monitora il ricavo sui prodotti, ottimizza i costi assicurando l'efficienza e prevedi gli introiti delle vendite grazie all'avanzata dashboard delle statistiche di Pipedrive. Perfettamente personalizzabile, la soluzione CRM di Pipedrive può essere utilizzata dalle imprese che operano nei settori bancario, assicurativo, leasing, mutui, credito, selezione dei rischi e altro ancora. Ulteriori informazioni su Pipedrive Pipedrive è uno strumento CRM finanziario facile da implementare che consente di dedicare più tempo alle attività che portano alla chiusura delle trattative. Ulteriori informazioni su Pipedrive
Squirros Insight Engine unlocks the value of unstructured data through cognitive search, advanced Analytics and Dashboarding. Its vertical specific Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and a real 360 client cockpits, all as an integrations within CRM Systems or core Banking or Insurance Systems. Ulteriori informazioni su Squirro Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and more... Ulteriori informazioni su Squirro
Bitrix24 è il principale software CRM online gratuito utilizzato da oltre 3,5 milioni di aziende in tutto il mondo. È disponibile in cloud e sul posto con accesso al codice open source. Lead, offerte, contatti, società, preventivi, fatture e programmazione degli appuntamenti illimitati. Il piano gratuito include anche l'e-mail marketing e la telefonia. Le versioni avanzate hanno Marketing Automation e automazione delle vendite, SMS di massa, gestione delle campagne e supporto per più pipeline. Disponibile in 12 lingue diverse. Ulteriori informazioni su Bitrix24 Bitrix24 è il software CRM gratuito in più rapida crescita utilizzato da oltre 3,5 milioni di aziende in tutto il mondo. E-mail marketing, preventivi, fatturazione e altro Ulteriori informazioni su Bitrix24
Il CRM gratuito di HubSpot è progettato per aziende finanziarie da 10 a 1.000 dipendenti che desiderano dedicare meno tempo alla registrazione dei dati. Mantiene tutti i tuoi contatti in un unico database centralizzato e personalizzabile. Ti aiuta a gestire la tua pipeline affinché tu possa concentrarti sugli affari. Inoltre, puoi vedere tutto di un lead in un unico posto, senza più metterti a scavare nella casella di posta per trovare le informazioni di cui hai bisogno. Inizia a utilizzare oggi gratuitamente il CRM HubSpot. Facile da configurare e intuitivo da utilizzare, ti permette di tornare a concludere affari. Ulteriori informazioni su HubSpot CRM HubSpot CRM è una soluzione CRM totalmente gratuita, versatile e intuitiva che ogni team di vendita apprezzerà. Ulteriori informazioni su HubSpot CRM
HarmonyPSA supporta l'intero ciclo di vita di un'azienda, dalla generazione dei lead al rinnovo dei contratti. Progettato e realizzato specificamente per le aziende di software e servizi, automatizza le funzioni aziendali in un'unica piattaforma ed è disponibile nel cloud su qualsiasi dispositivo. Ulteriori informazioni su HarmonyPSA La prossima generazione di strumenti per l'automazione dei servizi professionali (PSA). Pacchetto completo di automazione dei servizi professionali per imprese di software e servizi. Ulteriori informazioni su HarmonyPSA
Nimble è un CRM semplice e intelligente per Office 365 e G Suite che lavora per te combinando automaticamente i tuoi contatti, le cronologie delle comunicazioni, le caselle di posta elettronica e gli appuntamenti del calendario con oltre 160 contatti di app aziendali SaaS e connessioni di social media (tra cui Linkedin, Twitter, Facebook) in un unico sistema di gestione delle relazioni dei team. Nimble è un CRM semplice e intelligente per Office 365 e G Suite che lavora per te, ovunque lavori tu.
Infusionsoft di Keap automatizza i processi di vendita, marketing e aziendali in un unico posto, offrendoti la flessibilità e la potenza di cui hai bisogno per concludere più affari con fiducia. Fai arrivare il messaggio giusto ai clienti giusti, in modo semplice e automatico, tramite automazioni personalizzate. Gestisci il processo di vendita con fasi e flussi di lavoro personalizzabili. Migliora le prestazioni di vendita e marketing con informazioni approfondite e creazione di report. Infusionsoft di Keap, piattaforma CRM multifunzione potente e conveniente per la marketing automation e l'automatizzazione delle vendite, ti permette di far crescere la tua azienda.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
OTTIMO PER PIANIFICATORI E CONSULENTI FINANZIARI – Less Annoying CRM è un semplice CRM costruito a partire da zero per le piccole aziende. Gestisci i tuoi contatti, lead, note, calendario, cose da fare e molto altro, tutto da una semplice applicazione web. Questo prodotto si basa su tre principi fondamentali: semplicità, convenienza e un eccellente servizio clienti. Tutti gli utenti ricevono una prova gratuita di 30 giorni illimitata per testare in modo esauriente ogni aspetto del CRM e il servizio clienti è sempre gratuito per telefono ed e-mail. Software per piccole aziende per la gestione di lead, delle informazioni sui clienti, della cronologia dei contatti, dei promemoria e delle e-mail.
EXCLUSIVELY for Mac & iOS. Daylite is a small business CRM that helps you keep track of clients, prospects, projects, and tasks ¿ all in one place. Surprise and delight clients by remembering even the tiniest details. Keep track of client communication and details, track leads, and create custom checklists for your business processes so nothing slips through the cracks. Track internal or client projects. Integrate with Apple Mail. Sync with Apple Contacts & Calendar. Work with or without Wi-fi. EXCLUSIVELY for macOS & iOS. Keep track of clients, deals, and projects all in one place. Integrate with Apple Mail. Work without Wi-fi
Sage Intacct aiuta i direttori finanziari ad accedere alla gestione integrata e ai report finanziari di tutte le loro entità aziendali in pochi minuti, non giorni, per far crescere e guidare la loro azienda. Sage Intacct è il prodotto di gestione finanziaria preferito dall'AICPA (Istituto americano dei dottori commercialisti) che aiuta le aziende di medie dimensioni in crescita ad andare oltre, più velocemente e con le risorse finanziarie di base necessarie per automatizzare i processi più importanti, per ridurre la dipendenza dai fogli di calcolo e per darti maggiore visibilità sulle prestazioni aziendali. Un software per la contabilità e una soluzione di gestione finanziaria di prima qualità. Progettato per il mondo della finanza da persone che lavorano nel mondo della finanza.
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and a satisfaction guarantee! Maximizer isn't just another CRM software provider. We provide successful businesses with a proven competitive advantage!
Really Simple Systems CRM is the natural selection for the financial services industry, providing a powerful yet easy to use solution to track and manage your sales. Designed for small and mid-sized organisations working B2B, our affordable CRM includes everything you need to your keep on top of your customer relationships and drive sales growth. With all your data in one place, the CRM enables effective team collaboration and can be customised to meet your specific needs. The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Salesforce Essentials consente di costruire relazioni più solide con i clienti grazie a un CRM combinato per vendita e supporto destinato alle piccole imprese e facile da usare, configurare e gestire. Essentials consente di dedicare meno tempo ai fogli di calcolo e più tempo alla vendita grazie al monitoraggio di e-mail, chiamate e riunioni che permette di tenere automaticamente aggiornati i record dei clienti senza il noioso lavoro di inserimento dei dati. Essentials comprende anche un gran numero di strumenti di produttività per il servizio clienti che aiutano a fidelizzare ogni nuovo cliente. Inizia dal CRM Salesforce Essentials, la soluzione di vendita e assistenza multifunzione a soli 25 $/utente al mese.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Contactually helps you maintain and strengthen professional relationships.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Open source solution for all around business management from customers and orders to invoicing and inventory.
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from opportunity to project completion with real-time accounting, billing, and time & expense. These features combined with InFocus's analytic dashboards, API management layer and cross-database analytics, integrated in real time, set it apart from any other ERP solution in the market. Clearview InFocus is a project-based ERP solution built for architects and engineers to run their firms more profitably.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.
FreeAgent CRM è una piattaforma di vendita, marketing e assistenza clienti basata su cloud che aiuta le piccole imprese a coltivare relazioni con i clienti di qualità. Il sistema funziona automaticamente con l'e-mail dell'utente per creare e classificare lead, seguire promemoria, eseguire automazioni personalizzate e tenere traccia di tutte le interazioni con i clienti. Una piattaforma di vendita, marketing e assistenza clienti basata su cloud che aiuta le piccole imprese a coltivare relazioni con i clienti di qualità.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons. ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls. SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
The only easy to use financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike our competition, we include 5 star telephone and email support, built-in compliance templates, and we don't have to change your sales process to use it! A complete 6-in-1 financial CRM platform that's easy to use, handles 100,000s of leads and automates the workflows in your processes.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more. Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients. FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Centra Hub CRM caters to 1000+ customers across a wide range of industries, including distribution, manufacturing, retail, and more. Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Financial adviser CRM software solution that helps keep a history of all interactions with clients.
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription Web-based CRM software for tax resolution firms.
Augmented Cash from Sidetrade is a SaaS accounts receivable automation solution that streamlines and automates the Order to Cash process, manages B2B customer payment collection, improves credit control and increases working capital by driving cash flow. It benchmarks customer payment behaviour against Sidetrades unrivalled company payment data, and uses AI to identify untapped cash opportunities and recommend the best actions for your collection team. Sidetrade streamlines the Order to Cash process using automation, big data & AI to increase working capital & customer relationships
Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows. Web-based CRM that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it. Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs. CRM software for buy-side investment professionals for the asset management industry.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations. CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more. Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized.
CRM per le vendite che consente di gestire visivamente la pipeline di vendita, ottenere e organizzare lead di terze parti tramite moduli web, API e molto altro ancora. Pensato principalmente per tenere traccia delle trattative, ti evita di dedicare ore a compilare moduli. Potrai assumere il controllo del tuo processo di vendita e fissare eventi per le tue prossime azioni, che saranno sincronizzate con il calendario Gmail o Outlook e così via. Onpipeline elimina la necessità di seguire le sessioni di formazione richieste invece da altri sistemi CRM. CRM di vendita efficace per la gestione della tua pipeline. Si integra con la tua e-mail e il tuo calendario! È ideale per i team di vendita e la lead generation online.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage and engage with their investor base, across a single Investor Portal. The software provides functionality and workflows to both fund managers and investors to streamline the entire investor journey across fundraising, onboarding and reporting. Empowers alternatives fund managers to manage all aspects of their LP investor base in a single, cutting-edge portal.
The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences. Our single pane of glass model puts client relationship and financial information in one place. Allowing you to grow your business, show value to customers, and be more efficient. Pre-built integrations to popular portfolio management and custodians. An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.
SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.
Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.
The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.
Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.
Soluzione CRM avanzata, progettata per banche che offrono servizi a dettaglianti e per istituzioni finanziarie, consentono loro di gestire il percorso completo del cliente e migliorarne l'esperienza. Questa soluzione offre un set completo di strumenti per la gestione del front-office e dei contact center delle banche, permettendo di gestire i processi di vendita end-to-end di prodotti e servizi finanziari ai clienti aziendali di una banca, nonché campagne di marketing multicanale, per far aumentare la creazione di domanda. - percorso del cliente bancario - vendite bancarie - marketing Soluzione CRM innovativa, orientata ai processi, che permette a banche e istituzioni finanziarie di ottimizzare i processi rivolti ai clienti.
Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.
MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.
BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.
The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for growing financial advice businesses. Grow your business, your way.
DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digital transformation without needing to build core lending capabilities from scratch. DigiFi is based in New York City and serves the consumer, mortgage, small business and commercial lending industries. DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digita
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders
IR CRM platform that helps you analyze market data, take control of investor communications, reduce costs, manage risks, and build better relationships with your stakeholders. Investor Relations CRM platform that helps you analyze market data and build better relationships with your stakeholders.
Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting. Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting.
Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.
We are early pioneers of Client Relationship Management - built by financial planners for financial planners. Since 1997, ProTracker Advantage (R) has provided the full-featured, easy-to-use solutions that have received rave reviews over the last two decades. It is the relationship and practice management solution for busy professionals who espouse comprehensive personal financial planning. Finincial CRM solution that helps users with practice management, marketing campaigns, tasks tracking, reporting, and more.
Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more. Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more.