WebVisionImagineer Technology Group
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Related Products
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About
It’s time to transform your prospecting strategy with the power of AI. Thousands of financial services pros use Aidentified to find, qualify, and close more leads. Stop the cold call spray-and-pray, and start monetizing the network you never knew you had. Aidentified lets you build lists in minutes using over 200 attributes. Now you know exactly who you want to connect with, so let’s get you connected. Aidentified shows you your warmest relationship path to each of your ideal prospects. You’ll see who in your network can introduce you to your prospect, as well as how they know each other. First, search for one of your best clients on the platform to see all of their AI-mapped connections. Narrow that list down to just the people who line up with your ideal prospect profile. Then ask your client if they mind if you drop their name when you reach out. Aidentified gives you all the contact info you need.
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About
WebVision is a highly-secure, fully customizable cloud-based website content management system (CMS) and investor portal platform used by asset managers to address the demands of their clients for access to fund marketing materials, account and fund-level performance data, and other reporting requirements. WebVision is deployable as a fund or investor reporting module connected to an existing website, or as a stand-alone custom website built from the ground up by Imagineer’s in-house design services team. All investor and prospect communications can be automated through this powerful and secure online portal. WebVision can stand on its own, taking data imports from proprietary or other CRM tools, or be fully integrated with Clienteer for even higher levels of control and automation. Utilize the integrated Fiveblocks reputation management platform to analyze user activities, monitor your digital reputation, and build your brand.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for a solution to engage with top prospects and monitor their customers
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Audience
Companies searching for a solution to manage their assets and website content
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$449.99 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAidentified
United States
www.aidentified.com
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Company InformationImagineer Technology Group
Founded: 1998
United States
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
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Categories |
Categories |
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Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Equity Management Features
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Integrations
No info available.
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Integrations
No info available.
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