Moxo Alternatives

Engage is a pre-built, intelligent, cloud contact center platform that transforms customer service. Built for for Amazon Connect and powered by AWS, Engage combines voice and digital communication channels to improve operational efficiency and deliver valuable insights, Engage uses Generative AI to enhance customer service interactions and create personalized experiences that cater to the changing needs of businesses and their customers. Engage is a Contact Center as a Service (CCaaS), meaning we take care of all updates and improvements with no hardware or expensive agent licenses. Our consumption-based pricing caters to businesses of all sizes. Engage includes Voice, Email, SMS and Facebook Messenger, Instagram DM (Direct Message), Twitter DM (Direct Message), WhatsApp, WeChat LINE, and Web Chat.

Everything you need to deliver personalized customer experiences, all on one powerful platform. Twilio Flex is the programmable cloud contact center platform that gives your company complete control over how, when and what you deploy to deliver digital-first engagement with the widest breadth of communication channels. Unlock hyper-personalization by gathering relevant, contextual information at your agents' fingertips, integrating data from CRM, payment systems, service ticketing, and more. Flex customers have reported lower handle times by up to 38% after giving agents personalized access to information from multiple backend applications. Twilio Flex powers over half a million agents today and is accelerating digital transformation by freeing companies from the limitations of legacy call centers. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business’s unique needs.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting into our software to bring our clients the latest, most current technical features available on the LMS market.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Birdeye is the leading reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive. Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of innovators from Google, Amazon, Salesforce, and Yahoo and is backed by the who’s who of Silicon Valley, including Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, World Innovation Lab, and Accel-KKR. Learn more at birdeye.com.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas.

Alviere’s embedded finance platform allows any organization to seamlessly integrate financial products and services into their existing offerings, and provide customers and partners with the most comprehensive embedded financial solution on the market. Alviere’s platform offers an extensive range of customizable branded products and services that include FDIC-insured virtual accounts and physical card issuing, payments, digital global money transfers, and crypto/web3 products, all through one API integration. Alviere is a fully licensed and regulated financial institution, and provides comprehensive compliance, risk management, fraud/AML montioring and security to ensure long-term program success.

Infobip is a global leader in omnichannel engagement powering a broad range of messaging channels, tools and solutions for advanced customer engagement, authentication and security. With over 700 direct carrier connections and 60+ offices on 6 continents, Infobip is the #1 choice of some of the world's biggest companies to scale their customer communications. We help our clients and partners overcome the complexity of consumer communications, grow their business and enhance customer experience, all in a fast, secure and reliable way. With Infobip, you can achieve deeper customer engagement across the widest selection of local and global channels, including: SMS MMS RCS Live Chat WhatsApp Business Apple Messages for Business Facebook Messenger Instagram Business Telegram Viber Voice / VOIP Video Email

Engage your customers throughout their entire journey – via voice and digital channels (chat, email, SMS, email, and social media). Integrate business communications with business systems, providing valuable information to your employees at every customer touchpoint. CoreInteract's simple drag and drop design enables you to quickly manage workgroups and routing rules to meet your unique business requirements. Configure the order and priority of which workgroup will receive inbound customer requests. CoreInteract allows you to manage your interactions natively in Teams without the need of a separate desktop application or software to install. Workgroup calls are clearly marked for your team members to easily differentiate between a customer call vs an internal call. CoreInteract can retrieve a Dynamics 365 customer record with each answered call, giving you more control and customer insight than ever before, including the ability to call a customer directly within Dynamics 365.

Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behavior

Userlike is the leading software solution for customer messaging and support automation in Germany. Receive messages from your website, WhatsApp or your preferred messaging channel in Userlike’s Message Center. Within this central inbox, messages are enhanced using professional features such as live translations, file sharing, video calls and more. Userlike offers asynchronous messaging, ensuring you're always in touch with your visitors. No matter when they start a chat, they’ll receive an email notification with a link to your reply. With Userlike’s AI Automation Hub, you can create AI chatbots, smart FAQ pages and interactive contact forms to automate your support. With our GPT-4 integration, the chatbot creatively combines answers from your knowledge base and provides customers with personalized answers. All AI Hub tools are connected to a central knowledge base that learns from each request. Userlike is developed and hosted in Germany, making it a GDPR-compliant software

ReviewInc is a leading provider of Business Reputation Management Services. ReviewInc's growing customer list includes major international chains, brand auto dealers, dental, medical, travel, leisure, property management, retail stores, restaurants, legal services, country clubs, and more. ReviewInc is committed to educating business owners on the power and importance of customer reviews and managing your online reputation.

Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.

Ondato is a tech company that streamlines KYC and AML-related processes. We're providing advanced technological solutions for digital identity verification, business customer onboarding, data validation, fraud detection, and more. All of them meet the highest quality standards available for KYC online or offline onboarding for all business and customer types orchestrated from a single interface. We're turning compliance into a business benefit by creating a safer environment for organizations and individuals alike.

Empower users to keep pace with technology by enabling true digital adoption. WalkMe’s Digital Adoption Platform (DAP) makes it effortless to use any software, website, or app. Combined with proactive, step-by-step guidance, our comprehensive solution analyzes and automates processes so users can complete tasks easily in the moment of need.

Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports

Onboard instantly, increase conversions and expand wallet share. Deliver the digital experiences your customers have come to expect. Our white-labeled solution includes digital account opening, loan origination, cross selling and business intelligence. Works with your core banking system. Rapidly roll out charitable financial experiences that increase member engagement and unlock referrals. Transform your digital user experience, not your back-office processes and systems. Loan origination and account opening for community banks with the business intelligence, smart marketing automation and slick user experience needed to compete with fintechs. Pre-fill applications for additional products with customer's existing information.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Operators around the world use our cloud platform to offer a premium, feature-rich, branded, cross-platform cloud back up and sync service. But for them, cloud means much more than just storing and syncing data. They are using our platform to launch and bundling new premium service offerings and device experiences that: Expedite time in retail for upgrading devices, protect lost/damaged devices and data, create a simpler online on-boarding and set up for new devices, create new revenue opportunities. As the preeminent, white label cloud provider, we give Operators a feature-rich application and cloud services platform to store and sync subscriber content, while improving the overall content management experience and creating new revenue-generating service offerings. Our mobile content transfer application gives subscribers a cross-platform, easy to use experience to wirelessly transfer personal content from an old device to a new device.

Airkit sits on top of your systems of record to deliver digital experiences that drive customer action. Digitize any sales and service touchpoint through the customer lifecycle. From automated onboarding, self-service account updates, digital cross-sell, churn prevention, to everything in between. Abstract away front-end development with pre-built components and templates for web, mobile, voice, chat. Or build you own. Best-in-class debugging and error tooling helps you ship quality apps faster and with confidence. Less errors, less maintenance. Create your own brand components and asset libraries guaranteeing apps stay consistent with your brand guidelines. Flow customer data across your core systems and Airkit-powered experiences via APIs and pre-built integrations. Measure and optimize experiences with built-in app analytics and reporting dashboards on user engagement. Eliminate paperwork for compliance, privacy, and security certifications. Comply with TCPA, PCI, SOC2, GDPR, HIPAA.

Advanced conversational intelligence for unparalleled customer experience. Context-aware solutions to provide the best customer experience within a single powerful platform.​​ Services are enabled by seamless, and hassle-free multi-channel interactions with your customers.​ Empowered, context-aware interactions to build relationships with your customers.​ Engage is a platform that enables one-stop context-aware communication and collaboration for any industry looking to improve and streamline their customer interactions for any business services while driving great customer experiences. The solution empowers employees to deliver effectively from anywhere, anytime using any mobile device.​ A requirement assessment questionnaire that identifies your unique needs.​ Configure staff, departments, divisions, and locations, and appointment time-slot creation. ​Create service time-slots at the level of any entity (staff/dept/location) with intervals suited for your business or service.​

involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators.

Bring the human touch to CX! Boost response rates in VoC, NPS, and CX Management programs with highly engaging and fully customized interactions (e.g. surveys, forms, etc.) that become an extension of your brand. OPINATOR enables you to act on feedback, reduce customer effort, and drive value in each touchpoint. Featuring Predictive, Prescriptive, and Text Analytics, Case Management system, and role-based dashboards. Generate remarkable interactions and turn customers into promoters. OPINATOR is self-manageable but also provides a Customer Success team to overview and guide your projects when you need it. Customers expect innovative and delightful interactions. Combine technology, creativity, and deep customer understanding to deliver those experiences and boost customer engagement. Companies will double down on their CX efforts during the following decade. Rather than old, inefficient surveys, captivate your customers with engaging and personalized UIs.

The smart, modern solution for better customer experience. At first, Customer Communication Management seems like a simple concept. But when a business considers all of the different types of communications they send (such as sales quotes, contracts, invoices, statements, collections letters, product announcements, promotions, appointment reminders, and so on), the channels available to them (print, email, online interactive documents, text messages, push notifications, etc.), the chosen languages of their customers, along with their preferred formats, channels, and tone (casual or formal), effective communication quickly becomes a difficult challenge. Ecrion’s document automation software streamlines the production and distribution of business-critical documents in a flexible and scalable environment. Workflow rules simplify and accelerate complex processes—whether manual, fully automated, or somewhere in between—to ensure consistent, quality and controlled communications.

Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

While IVRs rely on menus and preprogrammed responses, Mosaicx IVAs understand natural language (NLU) used by customers. That lets them do more and provide a more enjoyable experience. The Mosaicx team has been innovating customer experience technology for decades. Our team listens to our clients and constantly improves Mosaicx to meet their needs. It's conversational AI personalized for both your customers and you. Mosaicx provides customer experience reports in the same console you use to manage the application. Generative AI can pull information from an index, such as company websites, employee resources, internal spreadsheets, etc. to generate answers to unexpected questions. The search is restricted to approved sources, so answers won’t include any surprises.

RingCentral Engage enables companies internationally to manage all their digital customer care channels through one unified platform. Using RingCentral Engage, you can aggregate and distribute customer messages coming from Mobile, Social Media, Messaging apps, Email and many other channels through one unique interface, making it easier and more efficient to manage clients' inquiries. Not only this increases your efficiency while reducing your workload, but it also has a direct impact on your customers' satisfaction and enables you to better monitor your team's success. Handle large volumes of interactions on Facebook, Twitter, Instagram, YouTube, and other social media apps. Chat with customers using WhatsApp, Apple Messages for Business, Facebook Messenger, Instagram Direct Messages, Google Business Messages, and in-app messaging on any web, iOS, or Android device.

Wyng is the world’s leading Privacy-First Marketing platform. Built on a zero-party data API and privacy by design principles, Wyng makes it easy for brands to deliver customer experiences that are always welcome, relevant, and compliant. More than 250 brands and enterprises use Wyng to build deep, trusted relationships with their customers. Build from dozens of Wyng templates or create your own custom interaction to engage customers, earn data, and build trust. More engaging, relevant experiences drive conversion, earn data, grow loyalty, and increase purchases. Build world-class, branded experiences in minutes. Use accurate, obvious zero-party data instantly for personalization and insights. Consent-driven zero-party data delivers better results without any privacy concerns. Accelerate your team with Wyng services and leverage flexible, enterprise-grade tools to move with the speed of the market.

The smartest fintech platform for the smartest ideas. If you have an idea, we have the platform. Our white label digital finance SaaS lets you quickly launch and monetize new solutions for your customers. From Cards and Financing products to Bank accounts, choose the Toqio products you need to launch your unique proposition. Choose from our pre-integrated fintech and financial service partners or connect your own solutions to the Toqio platform. Our white label SaaS platform allows you bring your brand to life with your own look and feel and user experience for your solution. Applications are hosted & managed by Toqio, while clients take advantage of our innovative pipeline of new products. Build your new financial application easily, quickly, and and cost effectively. Our ready-to-go fintech SaaS platform and marketplace makes innovating simple. Access the end-to-end products you need to take on the fintech market leaders.

Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information. Featuring advanced document management features, you’ll be able to easily run any customer onboarding process: - Custom client portal - Onboarding checklist - Identity verification module - Shared inbox for clients and teams - Unlimited process templates - Guest access for stakeholders - Onboarding workflows - A free client management mobbile app - API access (1500+ integrations) Tired of juggling with multiple tools to manage new clients? Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.

Increase retention and customer loyalty by improving the experience in real-time with visibility into performance. Escalate and remediate situations as they happen using in-moment feedback and offer solutions to problems customers are facing at the time. Share live feedback, benchmarks and reports with your entire team to create a culture that is customer-focused and promotes continuous service improvement. Set brand standards across all locations and compare results. Define action plans based on real data and enable your front-line staff to understand the customer experience. Use guest feedback to improve the impact of employee training by focusing on what matters most to customers. From service to cleanliness, staff friendliness and food quality, know the areas that matter most to your customers and have ability to make informed decisions to improve their overall experience.

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

Daisee builds technology to provide access to deep insight into the behavioural and emotional dynamics of your customers with the most accurate AI-powered, fully-automated AQM available for more impactful coaching, improved commercial outcomes and compliance monitoring. Daisee analyzes and automatically scores 100% of customer interactions using a world-first automated, digital quality scorecard. This automatically surfaces quality assurance issues that require human intervention in the areas of communication, compliance and conduct. Daisee enables you to see far beyond words alone, surfacing the underlying emotion hidden deep within your interactions – what your customers are really saying, thinking, and feeling. Daisee helps organisations create practical business value immediately, with software that is incredibly flexible and easy to deploy across any telephony system. Globally Daisee operates in Australia, New Zealand and the USA.

SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints.

Elixir Tango is a web-based platform that provides agile and configurable functionality to compose and conduct desired customer communication and engagement outcomes and respond quickly to market and regulatory forces, across the lifecycle of content, across digital and physical modes, and any channel your customers use. Your organization's regulated communications may be your greatest challenge but they can be your greatest asset - if you have a Center of Excellence (CoE) to support and scale. Elixir Tango  has a dynamic graphic interface that supports everyone and everything involved in creating and managing beyond critical customer communication outcomes, by enabling functionality in a business context. Elixir Tango has out-of-the-box integrations with classic line of business applications, like Microsoft Word, so users can adopt new technology without leaving familiar interfaces, while taking advantage of advanced content management, inline business rules, etc.

Bancorp has been providing nonbank companies with the people, processes and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. The Bancorp is the essential partner to help you build, maintain and grow your business. The Bancorp does more than just enable our clients’ payments innovation. We create lasting partnerships with a future-focused approach to technology and services. As a result, we don’t “settle” for solutions that are possible today. Instead, we look to evolving technologies to create more advanced, scalable and nimble services. Today and every day, we work to continuously transform the payments landscape. The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.

An end-to-end loan management software for digital lenders with a stunning level of SDK-powered flexibility and robust analytics on top of that. It offers a cutting-edge lending solution for banks that integrates all processes into a single workflow to easily build, limitlessly customize, and continuously scale lending business. Our software for loan management is equipped with an advanced AI-powered analytics framework to enable banks to create better risk models, underwriting strategies, products, and marketing campaigns, in a fast and fully controlled way. The data layer includes 90+ ready-to-use data providers and allows new connections in a matter of minutes. These analytics tools and in-built financial engineering/cashflow engine allow lenders to make 12x faster executive business decisions and increase profits per loan by 13% on an annual basis. Enhance banking efficiency by running profound analytics on top of automated operations.

Unlock business growth without worrying about complex regulations, shouldering the compliance burden or managing data security as we handle that for you. Safely handle supplier payments or build a benefits programme your employees will love. Delight customers with digital gifting and make crypto PoS enablement safe and streamlined. Enabling everything from salary advances to compensation payments, built into your business. Supercharging B2B marketplaces and crowdfunding capabilities, all ready to plug-and-play. Up until now, adding financial services exactly where and when your customers need them has been tricky. Not anymore. Our ready-made, plug-and-play financial services offer unlimited use-cases with unrivalled simplicity meaning you can select the services you need and start adding value to your customers almost instantly.

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

Make important decisions using your key metrics and data from sales, marketing, accounting, human resources, project management, manufacturing, purchasing and more, and use stakeholder feedback to understand the "what" and "why" of all your business data with AI Understand supported insights and drive improvements for your business. Automated collection, storage, visualization and consolidation of the most important key figures, data and feedback through artificial intelligence. Tailor-made recommendations for action generated by AI for your company. Data-based decisions that help you achieve your business goals. With Industrytics, you continuously collect and connect data and key figures through interfaces to your software applications (ERP, CRM, accounting systems, time management, HR software, Excel spreadsheets, etc.) and receive feedback through automated feedback surveys.

Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!

A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS).

AI-Powered Cloud Contact Center Solution that powers innovative, personality-based routing and manages multichannel customer interactions as a single conversation. Welcome to the Vocalcom world, where digital engagement and artificial intelligence (AI) are seamlessly integrated into the customer interaction flow alongside live agents. Manage all customer interactions as one single conversation. A new generation of cloud contact center platform that works with existing systems and supports ALL channels. Vocalcom's intuitive user experience increases productivity and allows companies weave all their customer interactions—across all channels—together into continuous conversation threads, to reduce customer effort and strengthen customer relationships with every interaction. Adaptable, AI-Powered and Amazingly Simple Keep the conversation flowing. Customer interactions across phone, chat, text message, email, social media, and any other channel, all come together in one place.

Webio are specialists at conversational AI for customer engagement. Webio takes all the pain out of connecting with customers. Acting as the ‘central intelligence hub’, our conversational AI manages all the conversation elements that are needed to have successful customer conversations. Enable customers to connect in their channels “at-will” and connect with live agents without context loss. Whether customers stick to one channel, switch during the conversation or use a new channel each time - it doesn’t matter. Webio can handle it all. Webio is intuitive. Identifying customer intents, our conversational AI platform uses natural language understanding (NLU), machine learning and AI to drive conversation engagement and successful outcomes. Learning and automating with every interaction, Webio AI chatbots improve live agent productivity by automating low- value interactions and letting live agents focus on higher-value conversations.

Energize your online business with the ecommerce solution that integrates into your existing website seamlessly. Sell B2C, B2B, physical products, services, downloadable products, and even events on one platform. Achieve excellent customer service with fully integrated CRM and order management. To excel in customer service, order and customer management must be smooth and efficient. OrderStorm eommerce offers Order Management CRM through a Notes screen on the bottom of every order, product and vendor page. Placing action items into work queues and keeping a complete record of notes helps you provide top notch customer service. Note that this is not a full CRM package in the traditional sense – its created to help you manage your daily interactions with customers and suppliers.