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Description
Malcolm! This is a collection of web-based tools that allow you to interact with your users.
Transform repetitive tasks and procedures into Workflows. You can create anything, from a simple form to a multi-step customer journey. You can either start from scratch or choose one of our pre-configured templates.
Teach Malcolm! Teach Malcolm! You can also have your answers rated by users to help you improve your content.
We make it easy to display content from Malcolm if you already have a website and/or app. There are many options for embed, widget, overlay, plugin and plugin options.
If you don't own a website, or you would like to create a dedicated area within Malcolm for your content! Our hosted Hub is a great choice.
Connect Malcolm! Connect Malcolm! Webhooks allow you to integrate with your own systems.
Description
Connecting with your clients and gathering their information can be effortlessly achieved through a simple email. Once they complete their engagement, transferring their data to your CRM or Financial Planning application is a straightforward process that requires just one click. Each client presents a distinct set of needs, so having the capacity to adapt to various scenarios—from straightforward to complex—is essential. You have the ability to design personalized engagement templates, allowing you to tailor each client's experience according to your preferences. One of our primary objectives is to help you save both time and resources. This is why we seamlessly integrate with the tools you use most often and offer functionalities that can substitute for those you rarely rely on. We are committed to continually enhancing our platform based on feedback from our advisors, ensuring that we stay responsive to their needs. We take pride in knowing that PreciseFP is often one of the initial interactions clients have with their financial advisors. With our latest update, users will find the interface more intuitive, highly customizable, and quicker than it has ever been before, making client engagement a truly streamlined experience. Furthermore, we believe that fostering strong relationships with clients starts right from their first interaction, making it vital to provide an outstanding service from the outset.
API Access
Has API
API Access
Has API
Integrations
Zapier
Asana
Chief
Dropbox
Easyflow
FP Alpha
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Integrations
Zapier
Asana
Chief
Dropbox
Easyflow
FP Alpha
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Pricing Details
£30.00/month
Free Trial
Free Version
Pricing Details
$60 per month
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
Acknowledgement
Founded
2003
Country
United Kingdom
Website
malcolm.app
Vendor Details
Company Name
Spectrum Input
Country
Poland
Website
precisefp.com
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
