Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Rapid and secure development is achieved through a high-quality user interface, such as a mobile application, which allows asset managers to ensure better adherence to MiFID II and similar regulations. This platform not only facilitates compliance with MiFID II but also incorporates an in-house robotic process automation (RPA) system. It effectively manages all types of clients, including both CSA/RCA and non-CSA asset management clients. The solution covers the entire CSA lifecycle, eliminating the need for manual processes and creating a comprehensive audit trail. Automated data checks and workflows guarantee that interactions are consistent, thoroughly reviewed, valued, and approved. Additionally, it empowers Investment Managers to enhance their processes for funding and valuing research services by offering a unified integrated platform. For those who have been using a custodial aggregator or are contemplating the option, there has previously been no alternative to a full-service platform that combines technology and service to oversee your entire program, from reconciliation to payments, until now. This new offering not only streamlines operations but also significantly improves efficiency and compliance across the board.
Description
We handle a vast number of leads daily, enabling our clients to purchase, sell, and integrate leads while adhering to compliance standards such as TCPA, GDPR, and MiFID. Lead Verified captures every interaction on your website and generates heatmaps that highlight which areas attract attention and which may go unnoticed. These heatmaps can be utilized for conversion rate optimization (CRO) and to confirm that necessary compliance disclaimers are visible to visitors. Additionally, Lead Verified functions as a backup system for lead submissions, evaluates each lead using our unique grading methodology, and provides a certificate of authenticity for every lead processed. Furthermore, Lead Verified takes snapshots and records videos of every form submission or designated event, archiving each lead with a distinct token in your preferred Google Drive or FTP location, ensuring both security and accessibility. This comprehensive approach not only enhances user engagement but also bolsters the integrity of lead management.
API Access
Has API
API Access
Has API
Integrations
Google Analytics
Google Cloud Platform
Google Drive
Google Tag Manager
YouTube
Integrations
Google Analytics
Google Cloud Platform
Google Drive
Google Tag Manager
YouTube
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$199 per user per month
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
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
New Epoch
Founded
2011
Country
United States
Website
www.newepoch.com/products/lead-verified/
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking