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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Every industry, organization, individual, and system operates with specific objectives they aim to achieve or sustain. Whitestein's outcome-oriented process solutions are crafted to align with real-world goals, incorporating intelligence, efficiency, and transparency. In the realms of banking and asset management, firms face critical business objectives that need to be met at both the micro and macro levels. The LSPS Financial Services Case Management Framework offers tailored solutions that focus specifically on reaching these desired outcomes. Whether addressing the entire client lifecycle or targeting a particular aspect, LSPS' innovative software is model-driven, ensuring that every process is directed towards achieving the defined business goals while remaining adaptable to unforeseen challenges. This adaptability is crucial in an ever-evolving business landscape, making LSPS a valuable partner for organizations striving for success.

Description

Experience, technical expertise, deep industry insight, and strong collaboration with a robust client network distinguish SalesPage as the premier partner for asset management distribution. For more than two decades, we have empowered asset managers to harness data for refining their distribution approaches. By utilizing SalesPage’s advanced distribution data platform, innovative solutions, and comprehensive services, our clients can more precisely identify their target prospects and enhance their operational management. We deliver cutting-edge solutions and services tailored for asset managers, and our engaged SalesPage client community significantly contributes to our unique value proposition. We recognize that a one-size-fits-all approach is ineffective. Our diverse range of products offers customized solutions for asset managers with varying needs. While the SalesPage family of products is united by a common goal of enabling smarter distribution for asset managers, each product offers unique specialties that cater to specific challenges, ensuring that our clients receive the best possible support for their objectives.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Whitestein Technologies

Founded

1999

Country

Switzerland

Website

www.whitestein.com

Vendor Details

Company Name

SalesPage Technologies

Founded

1983

Country

United States

Website

www.salespage.com

Product Features

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Financial CRM

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

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

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