Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IntelligenceBank marketing software allows content marketers to seamlessly manage digital assets, compliance and creative project management, as well as creative content approvals.
IntelligenceBank integrates Digital Asset Management (DAM), online branding guidelines, marketing workflows, and approvals with calendars. This allows you to manage all aspects of marketing and creative projects in one system.
Over 400 brands use our software, which is beautifully designed. We offer 24/7 support from offices in Canada, Australia, and the United States.
Description
Our cutting-edge compliance software is tailored to meet the requirements of intricate compliance organizations as well as smaller RIA compliance teams. The SmartRIA platform effectively caters to the diverse needs of compliance consultants, compliance officers, operations personnel, investment advisors, wealth and asset managers, along with their supporting staff. By leveraging SmartRIA, firms like yours can flourish within the regulatory landscape. Crafted specifically for the demands of compliance professionals, SmartRIA solutions enhance the workflow of compliance consultants, officers, operations teams, investment advisors, and wealth and asset managers alike. Picture kicking off your week with a comprehensive overview of your firm's compliance calendar, all accessible through an intuitive dashboard designed for easy mastery within a single day, utilizing technology that genuinely streamlines your operations and boosts efficiency. Additionally, this platform not only simplifies compliance management but also empowers teams to focus on strategic initiatives and growth.
API Access
Has API
API Access
Has API
Integrations
Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
Integrations
Adobe Illustrator
Adobe InDesign
Adobe Photoshop
Drupal
Microsoft 365
Microsoft SharePoint
Outfit
Outreach
P2 for WordPress
Red Marker
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
IntelligenceBank
Founded
2009
Website
www.intelligencebank.com
Vendor Details
Company Name
Smart RIA
Founded
2011
Country
United States
Website
www.smart-ria.com
Product Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking
Brand Management
Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Marketing Planning
Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management
MRM
Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation