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features
design
support

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Description

Empower enterprise agents, brokers, and advisors to facilitate impactful and valuable engagements through various digital channels. Each agent receives a tailored website that utilizes enterprise-level content for enhanced interaction. By connecting with customers at the most appropriate moments, agents ensure relevance and convenience in their communications. The personalized websites serve as tools for agents to generate high-quality leads while effectively marketing and selling across all digital platforms. They can initiate automated yet individualized campaigns that not only save time but also allow a greater focus on business growth. Additionally, agents have the capability to track their campaigns, providing real-time insights into the entire distribution process from start to finish. Achieving FINRA/SEC/IIROC/FCA compliance becomes straightforward by keeping a watchful eye on digital communications between agents and customers. Furthermore, seamless integration with existing legacy systems, content repositories, and marketing platforms enhances both efficiency and intelligence in operations. This holistic approach ultimately positions agents for greater success in a competitive marketplace.

Description

HCL Unica+ helps enterprise marketing teams turn customer signals into the next best experience, decided by AI they govern and delivered across every channel. Where most platforms are SaaS-only, Unica+ runs on-premises, in private cloud, hybrid or SaaS, so organizations under residency or sovereignty rules keep data in their own environment and personalize from the complete data set. A canonical data model and identity resolution unify customer, engagement, transactional and journey data, while real-time and batch processing share one platform. MaxAI, the agentic AI layer in production, uses nine specialist agents and an orchestrator to turn briefs into campaigns validated against compliance and offer rules, with early adopters reporting up to 80% less creation time and up to 90% shorter cycles. Embedded decisioning picks the right audience, offer, channel and moment across digital, conversational and physical channels, with auditable governance. For B2C and B2B enterprises, not small teams.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acquigo No 
Advantage No 
Facebook Yes 
Munvo AI No 
WhatsApp Yes 
X (Twitter) Yes 

Integrations

Acquigo Yes 
Advantage Yes 
Facebook No 
Munvo AI Yes 
WhatsApp No 
X (Twitter) No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Gefen Technologies

Founded

2014

Country

Israel

Website

gefentechnologies.com

Vendor Details

Company Name

HCLSoftware

Founded

2019

Country

India

Website

www.hcl-software.com/unica

Product Features

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Product Features

Campaign Management

Channel Management No 
Contact Database No 
Email Marketing No 
Event Triggered Actions No 
Lead Management No 
Multi-Campaign No 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Personalization

A/B Testing No 
Abandoned Cart Saver No 
Account Based Marketing No 
Behavioral Targeting No 
Campaign Segmentation No 
Content Analytics No 
Contextual Targeting No 
Customer Profiles No 
Experience Management No 
Recommendation Engine No 
Website Personalization No 

Alternatives

Alternatives