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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Finosoft delivers an innovative, user-focused omnichannel CRM solution tailored specifically for brokers, aiming to transform the back office operations within the brokerage sector. This cutting-edge integrative platform empowers brokers with comprehensive control over their CRM requirements, ultimately leading to improved management and outcomes. Concentrate on the essential aspects when they are most critical to your success. The system features an advanced multi-layer lead management tool that incorporates high-performance segmentation and automated calling capabilities. We prioritize enhancing client management effectiveness by utilizing complete customer profiles, streamlined workflows, and real-time trading updates. Additionally, users benefit from a versatile payment system that accommodates various offerings, alongside an intuitive document management system that includes an automatic and secure document verification process, ensuring compliance with regulatory standards while maintaining a 100% secure, permission-based framework. Finosoft harnesses the potential of technology to benefit our clients significantly. With unparalleled business intelligence solutions designed for brokers, we drive increased efficiency and simplify processes that truly matter in the industry. By choosing Finosoft, brokers can expect not only enhanced operational capabilities but also a partner committed to their success and growth.

Description

SKILLATO® redefines the landscape of internal communication and training by integrating a distinctive mix of TECHNOLOGIES, USER-CENTERED DESIGN, GAMIFICATION, and STORYTELLING. Discover how to elevate your KPIs while enhancing both performance and knowledge within your organization. Empower your company's talents by opting for a modular and cloud-scalable technology solution. Facilitate communication and training for your employees in a FAST, EASY, TRENDY, and FUN manner. Enhance their involvement in the life of the company! SKILLATO® MAGAZINE serves as an engagement tool, functioning as a user and mobile-first platform that simplifies and reduces costs in creating an effective Employee Engagement Strategy. The combination of Gamification, Lean Learning, Blended Learning, and User-Centered Design contributes to making SKILLATO® MAGAZINE a groundbreaking tool. Additionally, the incorporation of gamification, scenario-based learning, user-generated content, and innovative interactive learning objects forms the foundation of SKILLATO® EXPERIENCE, which is proven to achieve remarkable engagement rates. By leveraging these features, businesses can create a dynamic and interactive learning environment that significantly enhances overall employee satisfaction and productivity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GoodHabitz
Solitics

Integrations

GoodHabitz
Solitics

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

Finosoft

Website

www.finosoft.com

Vendor Details

Company Name

Alittleb.it

Website

www.alittleb.it/skillato/

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Learning Management Systems (LMS)

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Corporate / Business
Customizable
Gamification
Learner Portal
Mobile Learning
Open Source
SCORM Compliance
Synchronous Learning
Video Conferencing
eCommerce
eLearning Companies

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