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
No
API Access
Has API
Yes
Integrations
Google Analytics
No
Google Cloud Platform
No
Google Drive
No
Google Tag Manager
No
YouTube
No
Integrations
Google Analytics
Yes
Google Cloud Platform
Yes
Google Drive
Yes
Google Tag Manager
Yes
YouTube
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$199 per user per month
Free Trial
Yes
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Lead Management
Activity Tracking
No
Campaign Management
No
Lead Capture
No
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No