InteractionSync

InteractionSync

TTEC Digital
+
+

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About

Genesis Risk Monitor is portfolio risk management software that provides real-time market data, advanced analytics, and customizable dashboards. The platform delivers real-time IEX market data for tick-level precision and integrates with FRED for access to economic indicators. Genesis Risk Monitor features DCF Valuation to run value models and portfolio analytics, including Value-at-Risk (VaR) and Conditional Value-at-Risk (CVaR) calculations for assessing investment risks. Customizable workspaces allow the interface to be tailored to different workflows, and volatility alerts notify users of risk events like VIX spikes or correlation changes. Genesis Risk Monitor also offers SEC EDGAR integration for direct access to financial statements, insider transactions, and institutional holdings. Genesis Risk Monitor includes Jupyter Notebook integration for custom analysis and a drag-and-drop widget builder for creating unlimited dashboards.

About

To fuel exceptional experiences, your contact center agents need a holistic, unified view of omnichannel customer interactions. InteractionSync for Genesys Cloud offers exactly that, enabling your agents to quickly, efficiently, and consistently deliver exceptional customer experiences. Implementing a holistic customer experience strategy means unifying and integrating important systems like your CRM and your contact center. InteractionSync for Genesys Cloud provides contact center agents with a unified view of Genesys Cloud omnichannel interactions within Microsoft Dynamics 365, fueling exceptional customer experiences consistently with speed and quality. Save your agents a significant amount of time by enabling them to navigate faster and use fewer keystrokes to access customer information. Plus, intelligent screen pops and the automatic creation of Dynamics 365 activities save your agents even more time.

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

Retail investors, Portfolio managers, Financial analysts, Family offices, Hedge funds, Boutique funds

Audience

Companies, teams, and agents searching for a solution to manage and improve their customer experiences

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

Free
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

Genesis Risk Monitor
Founded: 2026
United Kingdom
genesis-rm.com

Company Information

TTEC Digital
United States
ttecdigital.com/solutions/interactionsync

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Categories

Categories

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Flip
Genesys Cloud CX
Microsoft 365
Microsoft Dynamics 365

Integrations

Flip
Genesys Cloud CX
Microsoft 365
Microsoft Dynamics 365
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