Count3r

Count3r

Teller
Count3r Dynamic Planner

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Count3r:

About

Connect customers' online journeys to personal advice. Improve face-to-face, phone-, video- and chat advice with our platform. Connect journeys - from your website to personal advice. Use our simple JavaScript plug-in on your brand's website to anonomously track your visitors' journeys. The plug-in automatically connects these journeys to a personal advice conversation, either on location or by telephone. Insights from the online journeys are presented to your advisors via a customized app. Save advisors' time. Modern shopping is fueled by the internet, yet many sales associates are still disconnected. Count3r assists employees with vital product, sales, and store information on a tablet. Let your sales force become trusted shopping guides again, while selling up to 20% more. We enable advisors to sell more confidently to every customer, on every department, and more profitably. Boost conversion with exceptional customer experiences. Count3r blends the best of online shopping
Dynamic Planner:

About

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AI™, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems.
Count3r:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Dynamic Planner:

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
Count3r:

Audience

SMEs interested in an app for their retail staff to serve customers digitally from entrance to exit
Dynamic Planner:

Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
Count3r:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Dynamic Planner:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Count3r:

API

Offers API Not Supported
Dynamic Planner:

API

Offers API Supported
Count3r:

Screenshots and Videos

Dynamic Planner:

Screenshots and Videos

Count3r:

Pricing

$49 per month
Free Version Supported
Free Trial Supported
Dynamic Planner:

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported
Count3r:

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
Dynamic Planner:

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
Count3r:

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Dynamic Planner:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Count3r:

Company Information

Teller
Founded: 2013
Netherlands
www.count3r.com
Dynamic Planner:

Company Information

Dynamic Planner
Founded: 2003
United Kingdom
dynamicplanner.com
Count3r:

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Dynamic Planner:

Alternatives

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Count3r:
TireConnect

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Dynamic Planner:
Count3r:
Dynamic Planner:
Count3r:
Dynamic Planner:
Count3r:
Dynamic Planner:
Count3r:

Categories

Dynamic Planner:

Categories

Wealth Management Supported
Count3r:

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Not Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Supported
Count3r:

Integrations

Iress Not Supported
Microsoft Dynamics 365 Supported
Salesforce Not Supported
Zapier Supported
Dynamic Planner:

Integrations

Iress Supported
Microsoft Dynamics 365 Not Supported
Salesforce Supported
Zapier Not Supported
Count3r:
Claim Count3r and update features and information
Claim Count3r and update features and information
Dynamic Planner:
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information