Alternatives to Zywave Client Cloud

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy. Powering over half a million agents today, Twilio Flex is accelerating digital transformation by freeing companies from the limitations of legacy call centers, all on one powerful platform. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications - CRM, payment systems, service ticketing, rewards program, navigation on the web, etc. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips so they can deliver the best customer experience. Find the documentation, sample code, and developer tools needed to tailor the contact center to your unique needs. Whether you're starting an outbound call, initiating a warm transfer, or monitoring agent activity, our guides will provide you the context you need to get the most out of Flex's existing architecture.

Rethink your intranet with HUB and discover a smarter, greener way of working. HUB revolutionizes your organization by uniting resources, streamlining communication, and empowering your team to achieve more. Say goodbye to clunky directories, disorganized workflows, and overloaded inboxes—HUB is your secure, intuitive, all-in-one digital workplace designed for success. HUB simplifies processes, making project management, content sharing, and collaboration effortless. It ensures targeted communications reach the right people at the right time while delivering personalized employee experiences with custom content and branding tailored to different teams. Consolidate all your tools and resources into one seamless platform that’s easy to use, manage, and scale. Designed with SMEs in mind, HUB offers every feature you need in a single, affordable package with no hidden costs—just exceptional value. But HUB goes further, as the first eco-conscious intranet, powered by low-carbon servers and supporting reforestation projects, so you can work smarter while championing sustainability. HUB isn’t just an intranet; it’s a transformation. Whatever your goals, HUB is here to make a lasting difference.

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

Pendo is a product-experience platform that helps software product managers deliver products that users love. Pendo allows product teams to answer questions such as "What features are customers using?" What features are they overlooking? Which ones are driving delight, and which are causing pain or confusion? These same insights allow you to quickly set up in-app messages and guides, as well as walkthroughs, without needing any programming. This will help users get the most out of your products. Pendo allows you to quickly identify the features and workflows that cause users pain and pleasure. You can then use the platform to guide users through these rough spots and encourage them to adopt the features that make them raving fans.

Newired allows companies to help users find resources and answers to virtually any web application. It makes it easy for the user to learn and perform on-the-go. We will not forget that digital is first and foremost for people. -Newired makes technology more accessible by replacing any disconnected documentation, tutorial or training with contextual in place guidance and support. -Newired provides in-place support to users so they can learn by doing and understand complex content. It also supports them in ensuring process compliance in complex internal applications. -Newired can easily be installed on any web-based website or application without having to modify the code. It can also be modified to meet customer needs.

Zywave's vision of technology is bolder and bigger than ever. Jason Liu, Zywave's CEO, talks about the recent acquisition. Hear how Zywave is driving innovation within the insurance industry to help you improve efficiency and increase your bottom line. Learn how our technology saves you time and allows you to concentrate on what's most important: advising your customers. You can provide exceptional customer service by combining our client delivery and sales management solutions with our unrivaled content offering. Break away from the traditional benefits broker. We can help you with compliance, content, health care analytics, and HR. Be an indispensable consultant for your customers. Our content solutions, mod analysis, compliance, risk management, and content solutions will help you to set your agency apart.

We provide a single platform that allows employees to communicate and share information. This makes it easier for work to happen without any friction. We help you create a digital hub that connects all your employees. Today's employee experience is poor. There are too many tools and outdated systems to manage. MangoApps is a modern cloud-based platform that unites content, communication, training and operations for all levels of an organization. This is possible: Over the past 10 years, we have carefully created a broad platform that can help all sizes of organizations meet their future goals with confidence.

The intranet is outdated and files are scattered all over. New hires aren't sure where to look or who to ask. Emails can be lost for employee communication and updates. There is not enough capacity in-house to manage intranet improvements and updates. Why take the chance or settle for an unknown outcome? Origami is the only SharePoint intranet that measures ease-of-use using real user patterns and behavior. Your intranet will be intuitive and easy-to-use before it launches. That's the reward that's worth the investment. With beautiful pre-built designs, Origami templates make it easy for content owners and authors to get started. It creates a simple interface that allows employees to do their jobs. You can easily manage your content. You can add content and make changes without needing IT support. Allow non-experts maintain intranet pages, while keeping them clean and consistent with brand guidelines.

Your organisation can be fully connected and collaborated with. A great intranet design is crucial for employee engagement, adoption, and overall success. Invotra helps you get out of your way and gives the tools to implement your branding. Our branding tools make it easy to add and modify your brand assets. It takes just minutes to create a familiar feel for users, from logos to fonts to widgets to footers. Access administration in the workbar to make changes yourself. This is a cost-effective way to do it without having to hire developers. Once you are satisfied with your designs, create, save, and share templates with publishers to maintain that consistent style. How your content looks and where it lives. Widgets will keep you intranet current as they update when you publish anything new.

Give your customers a professional, organized portal to help them distinguish themselves from their competitors. Client Portal integrates seamlessly with WordPress to help manage client projects without the need for complex project management software. Projects can be messy. No matter the type of project you work on, clients know how difficult it can be to keep track of deliverables and projects. Most files that you send will be emailed. These files can quickly get lost in your inbox and those of your clients. Perhaps you need to find the proposal you sent six months ago to verify the scope. Or maybe your client needs a Google doc with the draft copy that was written weeks ago. Client Portal is a lightweight WordPress plugin that you can install on your website right now to allow your clients to keep track and have access to all files. No more "Can I send you our logo?" It's gone! Requests.

We help organizations create world-class intranets, portals, websites, learning management, and digital workplace solutions. This gives staff the tools they need for exceptional digital customer and employee experiences. Elcom has helped many organizations transform their digital operations, including well-known brands like WWF, Kia Motors and Fairfax Media. You can either extend the platform using our pre-built integrations, or build key integrations that are specific to your requirements. It would be wonderful to be able calculate the return on investment (ROI), of an intranet. To help you measure success, we have created an intranet ROI calculator. Our work practices and support for productivity are changing rapidly. These are the key trends in digital workplaces that will transform productivity.

AppointmentQuest's easy-to-use online appointment scheduler allows you to manage your appointments and schedules. You can also create custom forms and accept online payments. AppointmentQuest is the ultimate online appointment booking platform, created to provide the best appointment scheduling experience. We do much more than make it easier to convert missed calls into customers (patients and students, as well as clients). We have developed a comprehensive suite of appointment scheduling tools that will help you provide the best customer experience possible when it comes to appointments. AppointmentQuest was built from the ground up to simplify appointment management and provide seamless scheduling for your customers. Happy customers are the best kind of customers.

One place to share files, tasks, presentations, and Data Studio reports. Ahsuite makes it easy to keep track of all client communications. The professionalism and structure of Ahsuite will impress your clients. You will be able spend more time managing your agency and designing, writing, and running campaigns for your clients. There's no need to send links via email. You can embed Data Studio dashboards, Google Slides, or videos directly in your client portals. Ahsuite tasks provides everything you need for managing complex projects, checklists and templates, labels, dependencies. attachments, calendar views, and other details. You can decide which files need client approval. Searches and custom labels make it easy to organize your files. Ahsuite's encrypted password management makes it easy to share passwords only with those who need them. With timestamped log entries, help your team keep track who did what and when.

Further, BizPortals Solutions also provides comprehensive Microsoft 365 and SharePoint services, including development and customization, user adoption training, integration, and migration services. We are a leading Microsoft SharePoint consultant and specializes in building custom SharePoint solutions based on your specific requirements and creating out-of-the-box SharePoint user experiences. We help you to leverage the integration of SharePoint with multiple custom solutions like CRM, ERP, financial systems, document management, and project management to bring all the tools and technology at one place. We also help you to bring your important data, whether on-premise or in the cloud to SharePoint seamlessly.

Unily is the employee experience platform at the heart of your digital workplace that powers better work for everyone. Key benefits of Unily - Gives every employee a face with rich employee profiles, integrated with Azure Active Directory - Drives engagement with enterprise social networking across desktop and mobile devices - Improved productivity by centralizing access to apps and tools around the digital workplace through a personalizable menu

Liferay Digital Experience Platform (DXP), is designed to integrate with your existing technologies and business processes to create a customized solution that meets your specific needs. Liferay DXP can help you create great experiences. You can create customized web experiences that empower and attract users. Your audience will find the information they need quickly and easily by creating engaging, personalized, and simple experiences. Easy self-service can help you reduce customer support costs. Streamlining processes and helping your customers get what they want faster will improve customer experiences and operational efficiency. A simplified digital commerce solution can increase online revenue. With a platform that makes it easy to do business with your customers, you can simplify ordering, increase average order size, encourage repeat purchases, and increase your online revenue.

MyPRM's tool allows you to increase revenue by reaching prospects and customers you wouldn't otherwise be able to reach. You will see a greater turnover and lower management costs within the first year. MyPRM allows you to manage your partner network and provide them with added value. You can manage your partner campaigns more efficiently and achieve better results. Partner Relationship Management (PRM), connects the dots between partner selection and recruitment, onboarding, training motivation, coselling, comarketing, and management. Because of the increasing number of partners, managing a multi-channel program requires a less linear approach. Instead, you need to use automated, personalized, customized, and scalable workflows. Partner portal to manage leads and opportunities, access your document library, and monitor marketing and financial actions.

DD Tech allows you to access your ConnectWise or Autotask tickets from anywhere and on any device. You can customize your Service Catalog and create superior Custom Forms to provide quick and relevant support to your users. DD Chat allows you to stay in touch with your users and continue to provide excellent service. You can send templates emails that allow users to add notes to tickets or to start chats with your techs. DeskDirector can help you meet your MSP's needs, from sharing tickets with clients to creating dynamic service experiences - DeskDirector is able to do it all.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

MyDocSafe is your digital partner for client-facing processes like onboarding, pitching, and secure document sharing. MyDocSafe is the only e-sign and document security software that you need to manage and verify all documents online. It also automates all compliance, onboarding, and contract renewal processes. You will enjoy more features that will help you save time and effort. You will enjoy more integrations that will improve your efficiency. Get more customers to increase your revenue. With a customizable workflow, you can simplify and streamline your proposals. With multi-departmental workflows that are efficient, effective, and multi-departmental, you can close deals faster and avoid administrative delays. Automated document distribution, reminders and notifications will reduce non-billable time spent onboarding clients.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Intranet software for healthcare, finance, and corporations. Your intranet does not have to be built by IT! Your intranet can be built by HR, marketing, and internal communicators. It will solve the unique problems of your organization. Our intranet software helps you create a vibrant workplace and keep your employees engaged, informed, and productive. It has over 100 features, including workflows and online forms that take the hassle out of work. Your employees will thrive if they have the right tools, knowledge, and resources at their fingertips. We built a platform that facilitates collaboration and information sharing will help you break down silos. All your files, policies and links can be found in one location. Share your company vision, mission and purpose, as well as news. You can organize and promote events, create photo albums, personalize your intranet, and much more.

This is the fast, visual way impress your clients. End all client email threads. You can share ideas, files, and feedback in one client portal. Are you wasting your time switching between email and online docs? Or notepads and apps? Ideas, inspiration, and discussions are all around. Your brilliance is worthless if your clients don't see it. Email chains that are too long and inefficient can lead to files, conversations, and ideas getting lost in a sea of email messages and shared folders. Poorly suited tools can increase your workload, sap enthusiasm, and slow down project momentum. Who wants that? You can combine deliverables with feedback in one view. Oroson allows you to view feedback and files side by side, unlike email and other tools. You won't waste time searching for valuable feedback. Spend more time delivering your best work instead. Your clients will too if you find it difficult to stay on track. Oroson doesn’t force clients to learn new steps or use a lot of complicated tools.

Your intranet is the key to getting work done. It offers intuitive navigation and best-in class search. Your users will find the information they need easily. Bonzai's intuitive intranet platform makes collaboration a reality. Bonzai's industry-leading search makes it easy to find all the information you need for collaboration. With team collaboration tools, automated workflows, document access, downloading, and editing features, you can keep the progress moving. Bonzai provides the tools to communicate your business goals to an entire organization or to a particular group. Employees can comment, like, and share posts to improve engagement. You can now see the success of your internal communication strategy.

Dovetail Software offers an HR Service Delivery Experience that includes HR Case Management and Employee Portal. It also provides reporting & analytics that enables HR to achieve excellence and meet the needs of modern HR teams. These requirements include improving the employee experience and improving the HR Experience of delivering human resources services. Dovetail Software was founded in 1996 as a CRM company (Customer Relationship Manager) based in Austin, Texas. It started out focusing on the customer service and support market and implementing products for large-scale enterprise organizations. We changed our focus in 2008 and created products for global workforces, specifically HR Service Delivery. Our current product line includes Employee Portal, HR Case Management, HR Knowledge Management, Reporting & Analytics, and HR Knowledge Management.

InfoCenter is an intuitive, powerful self-service portal that allows your organization to securely share documents and records from multiple sources. The portal allows users to interact with it easily, including their search history and the ability to view data and associated documents. It is a great solution for many implementations, including (public, student and employee) records requests, customer services resources, and invoice payments inquiries. InfoCenter's highly configurable authentication system allows content to be made available to selected external or corporate users without compromising data or systems security. This control allows your business secure compliance with legal requirements and regulatory requirements. InfoCenter allows your business to give the right information at the right time to the right people.

Colibo is a social intranet and collaboration platform that allows employees to connect with each other. Colibo can be used by anyone in IT, Finance, Marketing, Communications, Sales, Finance, or any other field. It will improve knowledge sharing, productivity, and the employee experience. Colibo is a modern social collaboration and intranet that unites your entire digital workplace. It provides seamless employee experiences across all departments and all devices. We are the front door to your business tools. In so many ways, we dare say that we are the only intranet platform that you will ever need and the only intranet that you will actually use. Colibo, built on Microsoft technology and seamlessly integrated with Microsoft 365, is the ideal launchpad for your entire digital workplace.

Our custom portal solutions are available for various CRM systems. The right choice will optimize your business operations. CRMJetty is your one stop shop for a variety CRM system portal solutions, including Salesforce, SugarCRM, SuiteCRM, and Dynamics. We offer feature-rich, ready-to-launch portal solutions as well as custom portal development services. We have them all, whether you need customer self-service portals or employee portals, vendor portals, affiliate portals, or any other type of portal. Don't wait any longer! Choose the portal solution that best suits your business needs to increase productivity. PortalXpand, a fully customizable and ready-tointegrate Dynamics 365 customer portal, caters to all your business needs. Integrate it to set your customer management apart.

All-in-one platform that empowers you and your team to increase data usage and create value in your ecosystems. Our platform can be connected to your storage resources and business apps to industrialize data retrieval. Our customers have built more than 2,000 data projects across all industries. These allow them to share and search for new data experiences that are more searchable and relevant, and more memorable. Data democratization allows them to positively transform their operations, establish trustworthy and transparent relationships, and drive revenue and value. These embedded visualizations show the distribution of our customers around the globe and the typology for their projects. Visualize the top 10 countries that have the most cities that have opened data with Opendatasoft. This enriches +25 000 public and self service datasets. All of these datasets can be searched through the ODS Data Hub.

Mosaicx understands natural language (NLU), which is used by customers. This allows them to do more and create a more enjoyable customer experience. Since decades, the Mosaicx team is constantly innovating technology to improve customer experience. Our team constantly improves Mosaicx by listening to our clients. It's conversational AI that is personalized for you and your customers. Mosaicx offers customer experience reports within the same console that you use to manage your application. The AI can be used to pull information from a database, such as employee resources, company websites, internal spreadsheets and so on. Answers to unexpected questions can be generated by using AI. Searching only approved sources will ensure that answers are not unexpected.

Igloo Digital Workplace. Connect all your apps to create a digital workplace experience. Igloo gives your employees a single place to access the tools they need. It seamlessly integrates with your most valuable business platforms and applications. Igloo is a leader in digital workplace solutions. It helps companies transform their intranets into inspiring digital destinations that increase communication, knowledge sharing, collaboration and culture. All Igloo solutions can be accessed from anywhere, are 100% cloud-based and mobile-enabled. They also integrate with the most important enterprise systems and cloud apps that your business uses. By centralizing all information, Igloo provides a single-source-of-truth and enables a more productive and engaged workforce.

Notificare is a leader in Customer Engagement Platforms that help brands (re)engage their customers, shed light on customer behavior and increase conversions. One tool with all channels App Push, Web Push and Email, SMS, SMS and Mobile Wallet to deliver the most engaging messages. The company was founded in 2012 and is headquartered in Rotterdam (Netherlands). Notify is ISO/IEC 27001 certified. Serving clients such as Rituals, Hunkemoller and ICI Paris XL, Jumbo supermarkets, and G-Star. Every superhero needs a sidekick.

Altiar allows users to quickly connect with the information they require, allowing organizations to improve their performance and compete in a global marketplace. Altiar Enterprise provides powerful tools to help users find content and is a powerful tool to share knowledge within organizations. Altiar Enterprise transforms your data into a simplified portal that is on-brand. Altiar Enterprise is easy to manage without any specialist knowledge. From uploading content to managing users and users, changes can be made quickly and easily. Altiar Enterprise supports seamless integration into any business with its single sign-on support, configurable security settings and comprehensive single sign-on support. Altiar Enterprise can connect to the providers you already know, making it easy for you to catalog and publish content from other sources.

Fast-growing companies can bring their workplaces closer together. Twine is a communication tool for modern workplaces. Apps such as Knowledge, News & Broadcast and Wellbeing allow you to bring together your people, content, and ideas in one place. These can be integrated with your existing systems as well: sign-on with Okta or Active Directory, pull files from Dropbox, Google, Box, and many other features. It's modular so you can choose the features that you need and build your ideal digital workplace. Check out the promo video here: https://www.twineapp.com/feature-video

We know that utilities are increasingly facing disruptive market challenges. Technology is changing how customers interact with their utilities and the world. We work with utilities to anticipate future technology trends and help them interact more effectively with their customers through technology. The world of utility and customer relations is changing rapidly thanks to technology. MyUsage allows you to give your customers more information and give them better tools to answer their questions. We help you empower your customers to take control of their lives. Your customers can get out of debt and pay off their outstanding balances gradually with manageable payment options. Customers can keep their services while utilities collect almost $200 in debt per customer. Customers will pay lower bills and maintain their finances by using their services more often.

JBoss Portal is an open-source platform that allows portals to be hosted and managed on the Web. It also allows for publishing and managing content and customizing their experience. Although most Portal frameworks are designed to help enterprises launch Portals faster, JBoss Portal offers the advantages of an open-source license that is free and flexible as well as a scalable platform.

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.

Your clients will benefit from your expertise as a strategic business consultant. Use the Zywave Analytics Cloud to help your clients evaluate their workers' compensation losses, claims, and health plans. Show your partner, not just your top clients, how invested you are in their success. Your agency's analytical capabilities can be highlighted and used to deliver cost-saving, targeted advice. The powerful tools in Decision Master Warehouse + PlanAdvisor allow you to uncover hidden costs and model possible plan design changes. You can also deliver targeted cost-saving strategies using these tools. ModMaster's advanced analytics will help you identify trends and cost drivers, and open your clients' eyes to the potential impact of mods. The RALLE Warehouse reports are easy to use and can help you discover the root causes of your auto, property, workers' comp, and general liability claims.

The #1 Association and Mobile Member App. Our customized solution will enhance your organization's ability connect members, employees, and stakeholders wherever they are - on their smartphones. Clowder is your private social network. Connectivity when it's most important. We are helping organizations to keep their communities informed and engaged during the COVID-19 crisis. See how our mobile apps are bringing people together in meaningful ways. Connectivity when it's most important. We are helping organizations to keep their communities informed and engaged during the COVID-19 crisis. See how our mobile apps are bringing members together in meaningful ways. Year-round Engagement. Clowder apps are designed to foster continuous, on-hand communication. Client Success Driven. No hidden fees, no escalating hourly rate. Year-Round Specialists. Experts in year-round mobile success. Native App Experts Special focus on native mobile apps development.

Outsell's Virtual Customer Engagement Platform builds lasting relationships with auto dealers' service and sales customers. It keeps them in the loop with consistent, AI-driven, multi-channel communications. It also helps identify when they are in the market. Outsell can be used as an extension of your marketing team and allows you to control and customize communications for specific consumers. Outsell allows dealers to save money and maximize their time. Machine learning predictive models that use artificial intelligence to predict future consumer behavior and the content and information that individual customers will be most interested in. Dynamic, personalized content across all channels and profit centers, aggregated, and delivered to customers based on individual needs.

Ackee streamlines customer success workflows and helps you beat customer churn. Ackee provides valuable insights for your team to ensure success throughout the customer journey. Ackee's powerful data science platform provides the tools you need to provide outstanding customer value. Ackee integrations allow you to connect your data and access detailed account information, customer churn prediction, and health metrics. You can ditch Excel and no longer have to search for customer information. You will get key metrics and real-time notifications to keep your team up to date on major changes in customer activity. This will allow you to take steps to increase retention and improve adoption. Ackee automatically segments high-risk and active accounts based upon real customer activity. This allows you to create scalable workflows that focus on clients who need your attention most.

Personalize users on-boarding, Re-engage users via push notifications and Automated User Activation Campaign will deliver the best user experience. Keep your user coming back to your app. Send personalized content and offers to them. Reward them for referring your app to their friends. Re-target your users even after you have removed the app. Re-target customers by opening your links on all major social networks. No matter where your customer is located, you can reach him and re-target him as soon as they do. Marketing automation allows you to achieve more with your campaigns, without having to do extra work. Appgain's automation can help you.

Customers love experiences. All the data you need. You can create beautiful engagements that you can launch anywhere. No code required. Our experiences convert traffic from any device. They also capture data that allows for more sales. Customers are willing to give you their data. Your entire customer base can be used to capture their intentions, preferences, motivations, interests, and other information. Personalize your marketing with meaningful 1-to-1 communications. Ask customers to give you their data. Find out their motivations, preferences, and intentions. Only show them content, products, or offers that are directly relevant to their needs.

What is the app for? Hey,Listen! Companies can easily get feedback and ideas from clients. Clients can comment on and like ideas so that the company can know which ideas are most popular with its users. Why would you need it? It is essential if your company needs to quickly collect feedback from customers/users or discover which features/ideas are most popular among clients in order to implement them first. Who is it for? Software developers, small businesses, and marketers/product managers. What makes it stand out among the crowd? It's very easy to set it up. Sign up, create a board and send the link out to your clients. We only care about getting feedback from our clients. What's next? If the project is successful, we will listen to our clients and find out what their next steps are. But for now, we have the roadmap view, idea searching, and ideas grouping.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Envestnet's multiportal platform is a unified network that focuses on improving wealth management. We bring together data from all our networks to provide actionable, thoughtful intelligence that can help clients grow and achieve better outcomes. Our portals provide complete solutions that can be accessed anywhere and cover all aspects of the advisory process. Advisor portals integrate with high efficiency and focus on client-focused efforts. This reduces time spent on administrative tasks. Our manager portal allows third-party strategists to manage client portfolios for advisors. Managers can also use enhanced analytics and reporting to make better distribution decisions and gain greater insight into their book of business.