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Description
LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.
Description
When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.
API Access
Has API
API Access
Has API
Integrations
Cobalt
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
Integrations
Cobalt
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
Pricing Details
£40/month/user
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
enSynergy Professional Services
Founded
1994
Country
United Kingdom
Website
www.myenvisual.com/livefile360freetrial
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/solutions/industries/financial-services/overview/
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
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Document Version Control
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management