Audience
Financial advisors looking to increase engagement and collaborate with their clients
About SideDrawer
Increase engagement, collaborate with your client's family and professional network, get enterprise-grade security. Recognized by a leading NYC-based fintech consulting firm as the "obvious choice" in organization, given our emphasis on estate planning and a streamlined user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications on client activity. Be aware of their needs ahead of requests. Staff still collaborate outside of existing portals (using email, cloud drive links, etc.). Save hundreds of hours of unproductive time. Real-time sync with your existing cloud drive storage reduces unproductive admin time. Not sending email with attachments or links reduces compliance and security risk. Clean, easy-to-use, interface reduces client inquiries. Existing portals limit collaboration beyond main client contact. Easy collaboration with third parties. Permission controlled access provides access to the right contacts.
Integrations
API:
Yes, SideDrawer offers API access
No integrations listed.
Company Information
SideDrawer
Founded: 2018
Canada
sidedrawer.com/professionals.html
Videos and Screen Captures
ScreenRec
The average employee spends 11.2 hours sending emails and 7.8 hours in unproductive meetings. Take back this time by sending on-demand screenshots & screen videos with ScreenRec. ScreenRec is a new type of productivity tool that helps you save time and communicate faster with instant private video messages and screenshots. This lightweight desktop app uses as few computer resources as possible. Yet, it allows you to take and annotate screenshots as well as record your screen, webcam, computer audio and microphone. Thanks to the Cloud Recording technology, there is no upload time. You get an universal sharing link as soon as you’re done capturing. Simple and easy on the outside, ScreenRec is built on top of a premium business video platform, giving you access to advanced features such as content security, privacy control, publishing, analytics and content management. From task assignment to bug reporting and internal training.
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WorkTime
WorkTime monitors productivity and helps boosting it. In-office, remote, work-from-home employee monitoring. WorkTime monitors: idle/active times, attendance, productive/unproductive times, software and internet usage. High performance & easy on system resources: WorkTime vs. competitors Cloud (we take care of your data) or on-premise (your data does not leave your company). No invasion to employee’s privacy. Pure productivity monitoring. No screenshots, no keystrokes, no chats/emails or documents content recording. HIPAA compliant. Employees’ productivity will be 3-20% minimum better with WorkTime. 3-20% – this is how much time employees spend on their personal needs (including poor attendance, being idle, browsing, socializing) in average. WorkTime brings productivity up, improves employees’ attendance, discipline by reducing idle and personal time. WorkTime shows you the real situation about computers and software usage.
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Timereaction
TimeReaction is the ultimate collaborative workflow management system that enables managers and team leaders who routinely depend on internal and external collaborators, to move projects fluidly through complex business processes requiring a high degree of compliance and oversight – without the frustrations and unproductive encumbrances that come with email and spreadsheets.
Unlike most adhoc project management tools widely available online, TimeReaction specializes in providing small and mid-sized manufacturers with a robust and highly-configurable collaborative workflow management system that enables both internal and external users to collaborate, communicate, track, review and sign-off through each phase of a process.
In the end, what matters to you are results. TimeReaction’s collaborative workflow management system ensures that your team delivers those results fluidly, on time, every time – without ever dropping the ball.
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Haystack
Supporting over 8 million people across 60+ countries, our digital cards improve sales efficiency, build quality connections and reduce your environmental footprint. Handshakes and paper business cards are no longer acceptable in the world post COVID19. Equip your staff with contact-free digital business cards they can safely share with your prospects and clients when meeting in person, or over Zoom, Teams, and teleconferences. Your staff can even take a photo of the paper cards they are given without touching them, reducing health risks across your workforce and sales teams. Going digital means you can track your card, share it in seconds and leave a lasting impression on the people you meet. Haystack works as a clever marketing tool by driving traffic to your website, social media, and key company links. Customize your company template to include images, links to whitepapers, and industry reports.
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Support
Online