Finantix

Finantix

PotentiaN
+
+

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About

Canals is an AI-powered operating platform built specifically for wholesale distributors, designed to automate the most time-consuming workflows across sales, customer service, accounting, and purchasing. It transforms unstructured customer requests, such as emails, PDFs, spreadsheets, handwritten notes, or even voicemails, into structured quotes or sales orders that are ready for review and instant submission into ERP systems. It uses advanced AI to understand customer intent, match requested items to product catalogs, and automatically generate complete, accurate orders, eliminating the need for manual data entry and product lookup. Canals operates across the entire revenue and operations cycle, enabling teams to respond faster to customer inquiries, improve quote turnaround times, and increase win rates while reducing errors and returns. It continuously learns from user behavior, customer preferences, and historical data.

About

Los componentes de Finantix están diseñados para diversos canales de ventas y orientados al proceso. Proporcionan la flexibilidad y poder necesarios para que la institución financiera se enfoque a servir mejor a sus clientes y mejorar sus ventas. Los componentes de Finantix están enfocados a instituciones medianas y grandes y cubren todos los sectores del mercado financiero. Proporciona herramientas poderosas para que los asesores del banco mejoren su eficiencia y nivel de servicio. Adaptando el proceso a cada canal con herramientas de manejo de flujo de procesos. Automatizando procesos estándar y diferenciando conforme al canal, cliente y segmento en la estrategia financiera.

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

Wholesale distributors and inside sales teams that need to automate order entry, quoting, and operational workflows to respond faster and improve accuracy at scale

Audience

Banking platform for companies

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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:

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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

Canals
United States
www.canals.ai/

Company Information

PotentiaN
Founded: 2007
United States
www.potentian.com

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Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Integrations

Acumatica Cloud ERP
Bizowie ERP
Epicor Eclipse
Epicor Prophet 21
Front
Infor CloudSuite Distribution
Infor Distribution SX.e
Infor M3
Kore
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
RingCentral RingEX
SAP S/4HANA
Salesforce
VoiceSpin
Zoho CRM

Integrations

Acumatica Cloud ERP
Bizowie ERP
Epicor Eclipse
Epicor Prophet 21
Front
Infor CloudSuite Distribution
Infor Distribution SX.e
Infor M3
Kore
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
RingCentral RingEX
SAP S/4HANA
Salesforce
VoiceSpin
Zoho CRM
Claim Canals and update features and information
Claim Canals and update features and information
Claim Finantix and update features and information
Claim Finantix and update features and information