Catalizr Description

Catalizr is user-friendly and streamlines the management of customer requests, sending out reminders when needed to gather necessary documents.

By automating the creation of engagement letters, Catalizr helps save valuable time for its users.

Enhancing the customer experience, it generates and distributes emails for corporate and investor account logins.

The process of buying or selling unlisted securities through various plans, such as stock savings plans, SME stock savings plans, retirement savings plans, or standard securities accounts, can often take several weeks or even months.

However, with Catalizr, a specialized solution for unlisted securities in the financial sector, investments are made more efficient, achieving an average turnaround time of just three days.

Since the entire process is conducted online, Catalizr enables users to execute their transactions swiftly, resulting in a time savings of at least 70%.

This innovative approach not only enhances productivity but also allows investors to focus on making informed decisions rather than being bogged down by lengthy processes.

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Company Details

Company:
Utocat
Year Founded:
2014
Headquarters:
France
Website:
www.utocat.com/catalizr

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
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In Person
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Online Support

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