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Description
Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.
Description
Rapidly create RPA playbooks to support customer, employee and other workflows. Download, Customize, and Integrate bots. eCommerce bots and RPAs can increase conversion. Automate customer engagement at every stage of the customer's purchase journey. Software robots can be used to automate, organize and build front-office tasks. Acquisition Bots to lower the cost of customer acquisition. Contextual bots for journey continuation from various traffic sources. Optimize conversions for low-performing traffic channels. There are 50+ pre-made front-office bots and 6 RPA playbooks. This number is growing quickly. tapCLIQ's Interactive messaging provides a superior user experience by personalizing messages to users' micro-moments for greater mobile engagement and action. TapCLIQ's Interactive messages will allow you to maximize the potential to drive growth at all stages of your prospect and customer lifecycles.
API Access
Has API
API Access
Has API
Integrations
Northstar Risk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Enfusion
Founded
1997
Country
United States
Website
enfusion.com
Vendor Details
Company Name
tapCLIQ
Founded
2012
Country
United States
Website
www.tapcliq.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking