Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We are a financial technology firm established with the goal of enhancing self-service options, promoting transparency, facilitating risk sharing, and improving supply-chain processes within the international financial services sector. The ‘AccessFintech’ Synergy DataLake provides a platform for optimizing workflows through collaborative efforts, leveraging both data and shared technological access. Our interconnected network of shared data and self-service offerings not only enhances and diversifies data, workflows, and technologies throughout the transaction lifecycle but also fosters greater transparency, accelerates resolution times, reduces failures, and provides valuable benchmarking insights. Additionally, we offer self-service tools for automating transactions, resolving issues, and making decisions in environments with multiple providers. By assessing and managing risk, we help optimize workflows and workforce efficiency, recommend tailored solutions, distribute workloads, and monitor actions effectively. Furthermore, our benchmarking insights serve as a powerful means for continuous improvement and cost reduction. In summary, our innovative approach aims to transform the financial services landscape by enabling smarter decision-making and actionable insights.

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ABCP Suite Yes 
Active Directory No 
Broadridge Risk Master Yes 
ChatGPT No 
Finastra KTP Yes 
Forethought No 
HaloITSM No 
Instagram No 
Mattermost No 
Microsoft Teams No 
Okta No 
OpenAI No 
Prometheus No 
RingCentral RingCX No 
ServiceNow No 
TeamViewer No 
WhatsApp No 
X (Twitter) No 
Zapier No 
reCAPTCHA No 

Integrations

ABCP Suite No 
Active Directory Yes 
Broadridge Risk Master No 
ChatGPT Yes 
Finastra KTP No 
Forethought Yes 
HaloITSM Yes 
Instagram Yes 
Mattermost Yes 
Microsoft Teams Yes 
Okta Yes 
OpenAI Yes 
Prometheus Yes 
RingCentral RingCX Yes 
ServiceNow Yes 
TeamViewer Yes 
WhatsApp Yes 
X (Twitter) Yes 
Zapier Yes 
reCAPTCHA Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AccessFintech

Founded

2016

Country

Israel

Website

www.accessfintech.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

Alternatives

Enghouse eKMS Reviews

Enghouse eKMS

Enghouse Interactive
Enghouse eKMS Reviews

Enghouse eKMS

Enghouse Interactive
Neuron7 Reviews

Neuron7

Neuron7.ai