AttachCirrus Insight
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COLLINEVERMEG
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Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Sales teams seeking a solution to manage collateral usage and track how prospects engage
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Audience
Financial firms searching for a powerful Financial Risk Management solution
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
N/A
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationCirrus Insight
Founded: 2011
United States
attach.io
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Company InformationVERMEG
Founded: 1993
Netherlands
www.vermeg.com/product-colline/
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Categories |
Categories |
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Sales Enablement Features
Collaboration
Supported
Contact Management
Not Supported
Content Management
Supported
Document Management
Supported
Goals / Quota Management
Not Supported
Lead Management
Not Supported
Meeting Management
Not Supported
Performance Management
Not Supported
Presentation Management
Supported
Proposal Management
Supported
Territory Management
Not Supported
Training Management
Not Supported
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Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Supported
Operational Risk Management
Not Supported
Portfolio Management
Not Supported
Portfolio Modeling
Not Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Supported
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Integrations
Wufoo
Not Supported
Zapier
Not Supported
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