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Description
Your organization integrates AI into its daily operations, and it's crucial to demonstrate safe usage. AI Safety 101 features 14 engaging modules that draw from actual, documented events, such as the Samsung ChatGPT source-code leak, a deepfake video call that cost $25 million, and instances of AI hallucinations presented in legal contexts. Each module immerses participants in critical decision-making moments, assesses their choices, and provides a verifiable certificate; organizations receive a completion evidence file suitable for SEC/FINRA evaluations. The pricing starts at $48 per seat annually, with a minimum of five seats required. Get started the same day by selecting a plan, sharing a single link, and exporting the necessary documentation. This program is specifically designed to meet the standards that examiners expect from financial institutions. Additionally, a free demo module is available to give a preview of the learning experience. By prioritizing AI safety, your team can confidently navigate the challenges of modern technology.
Description
TatvaCRM is a specialized customer relationship management system designed specifically for the BFSI sector in India, catering to non-banking financial companies (NBFCs), direct selling agents (DSAs), insurance brokers, and debt advisory firms, as well as small and medium-sized businesses in sales, agencies, and manufacturing.
What distinguishes it from conventional CRMs includes a loan-file data architecture tailored for loan origination rather than a repurposed deal pipeline, the ability to handle multi-lender applications allowing one applicant to have multiple loan files with different banks or NBFCs, and comprehensive DSA network management features like sub-agent hierarchies, commission distributions, and payout grids.
Additionally, it incorporates an insurance renewal calendar equipped with automated reminders, ensures schema-per-tenant PostgreSQL isolation to protect customer data, is designed to be compliant with Data Protection and Privacy regulations, and features pricing in Indian Rupees with no minimum seat requirements.
TatvaCRM is also free indefinitely for small teams, with no need for credit card information or concerns about trial expiration.
Standard functionalities include modules for managing contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export capabilities, email integration, and file uploads.
Developed in Pune by Tatva Fintech Private Limited, which was established by Anil Agarwal, a chartered accountant with over 15 years of experience in BFSI advisory, TatvaCRM aims to streamline operations and enhance efficiency in the financial services sector.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$48/seat/yr, 5-seat min
Free Trial
Free Version
Pricing Details
$0
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Mandrify
Founded
2026
Country
United States
Website
aisafety101.com
Vendor Details
Company Name
Tatva Fintech Private Limited
Founded
2025
Country
India
Website
tatvacrm.com
Product Features
Security Awareness Training
Analytics / Reporting
Certification Training
Custom Test Building
Gamification
Industry Benchmarking
Non-Email Based Testing
Online Courses
Phishing Simulation
Pre-Assessments
Prebuilt Training Library
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
