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Description
Transform your company's customer relationship management with CAS genesisWorld, the leading CRM software on the market. This robust solution offers a variety of adaptable modules that align perfectly with your specific business needs. With intelligent integrations, it seamlessly connects to your current systems, ensuring customer data is efficiently captured, updated, and utilized across all departments. Your organization can operate as a unified team, delivering exceptional service that leaves a lasting impression on your clients. Take advantage of streamlined corporate processes and access up-to-date customer information in a centralized CRM platform. Effortlessly manage all customer sales and service data, and make real-time updates from any mobile device while on the go. Leverage current insights to deliver top-notch consulting and services to your customers. Tailor your CRM solution to suit the unique demands of your industry and accommodate your business size, while also creating personalized offers that resonate with your target audience. By doing so, you will enhance engagement and drive growth within your company.
Description
Genesis Risk Monitor is a sophisticated software designed for managing portfolio risks, offering users access to real-time market information, advanced analytical tools, and the ability to create personalized dashboards. It provides precise tick-level market data through real-time IEX integration and connects with FRED for essential economic indicators. The platform encompasses DCF Valuation to facilitate value modeling and includes portfolio analytics such as Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR) for thorough investment risk evaluation. Users can enjoy customizable workspaces tailored to their specific workflows while receiving volatility alerts that keep them informed of significant risk events, such as spikes in the VIX or changes in correlations. Moreover, Genesis Risk Monitor features integration with SEC EDGAR, enabling users to directly access crucial documents like financial statements, insider transactions, and institutional holdings. Enhancing its capabilities, the software incorporates Jupyter Notebook for bespoke analysis and provides a user-friendly drag-and-drop widget builder that allows for the creation of limitless dashboards, making it a versatile tool for financial professionals. This comprehensive suite of features ensures that users have a powerful resource at their fingertips for effective risk management and analysis.
API Access
Has API
API Access
Has API
Integrations
Inxmail
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
CAS Software AG
Founded
1986
Country
Germany
Website
www.cas.de/en/products/relationship-management/cas-genesisworld.html
Vendor Details
Company Name
Genesis Risk Monitor
Founded
2026
Country
United Kingdom
Website
genesis-rm.com
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
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
