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Description
BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.
Description
At Wity, we prioritize people within the digital landscape, ensuring that every entrepreneur is paired with a dedicated accountant who focuses solely on their business needs. Should you have any inquiries, you can easily reach out to your accountant through your Wity account, whether by email, video chat, or phone call! Our cutting-edge accounting management software offers innovative features designed to streamline your daily business operations. By doing so, Wity can concentrate on what truly matters: providing expert accounting advice and support to help you succeed! Say goodbye to cluttered desks filled with invoices and bank statements! Wity provides secure bank synchronization, effortless categorization of your transactions, and quick invoice attachment, among other services. Additionally, Wity delivers exceptional accounting support, including bookkeeping, strategic advice, balance sheets, annual financial statements, tax returns, tax declarations, and VAT filings. With Wity, you can also schedule online appointments with your accountant to ensure that you're always on track! This commitment to accessibility and efficiency sets us apart in the world of accounting.
API Access
Has API
API Access
Has API
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
BusinessOptics
Founded
2010
Country
United States
Website
www.businessoptics.biz
Vendor Details
Company Name
Wity
Country
France
Website
wity.fr
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
