Attach

Attach

Cirrus Insight
COLLINE

COLLINE

VERMEG
+
+

Related Products

  • Visual Visitor
    251 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website
  • Adversus
    170 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Caller ID Reputation
    42 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • Clazar
    95 Ratings
    Visit Website

About

Know what happens to your sales collateral after you hit send. Manage collateral usage, track how prospects engage with it and understand which collateral helps close deals. Know who opens your documents, what pages they read and who they forward it to so you can gauge their interest. Be smarter with your time, focus on prospects in your pipeline who engage with your content and nudge the ones who don’t. Know when to reach out and what to talk about, so you can take the right action and keep your deals moving forward. Send the wrong file? Don’t worry, make changes or swap it with another one even after you’ve hit send. Password protection, set an expiry date or revoke access to make sure your documents don’t fall into the wrong hands. Attach helps you understand how your customers interact with your content so you know how to time and tailor your follow-up for maximum impact. Align your sales & marketing department with a library of approved content.

About

We deliver a true cross-product solution that provides a single enterprise-wide platform enabling consolidation of collateral processes across all asset classes, giving maximum control and visibility. Automatically calculate exposure and balance collateral needs. Provide consolidated information in user-defined dashboards. Manage end-to-end margin call workflows, notifications & reporting. Provide forward ladder inventory views. Reconcile margin call disputes. Run defined & bespoke optimization algorithms. Calculate interest and produce fully configurable client statements. Support an array of sophisticated risk and trade analytics.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams seeking a solution to manage collateral usage and track how prospects engage

Audience

Financial firms searching for a powerful Financial Risk Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

N/A
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cirrus Insight
Founded: 2011
United States
attach.io

Company Information

VERMEG
Founded: 1993
Netherlands
www.vermeg.com/product-colline/

Alternatives

Alternatives

IVP Treasury

IVP Treasury

Indus Valley Partners
ATOM Syndications

ATOM Syndications

Financial Sciences
SpeciCred

SpeciCred

Specitec

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

Wufoo
Zapier

Integrations

Wufoo
Zapier
Claim Attach and update features and information
Claim Attach and update features and information
Claim COLLINE and update features and information
Claim COLLINE and update features and information