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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
No
API Access
Has API
No
Integrations
Zapier
Yes
Asana
Yes
Chief
No
Dropbox
Yes
Easyflow
Yes
FP Alpha
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Jira
Yes
Jira Work Management
Yes
Integrations
Zapier
Yes
Asana
No
Chief
Yes
Dropbox
No
Easyflow
No
FP Alpha
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Jira
No
Jira Work Management
No
Pricing Details
£30.00/month
Please look at pricing on our website for more details
Free Trial
Yes
Free Version
No
Pricing Details
$60 per month
Free Trial
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
Yes
Content Management
Yes
Decision Tree
No
Discussion Boards
No
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Portal
Chat
No
Collaboration
No
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
No
Version Control
Yes
