Best Customer Engagement Tool or Campaign

  • Asset-Map

    https://www.asset-map.com/

    Financial professionals use Asset-Map to create a one page visual client profile to facilitate meaningful financial conversations with their clients.

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  • CUneXus

    https://www.cunexus.com

    CUneXus is an enterprise software company, specializing in consumer lending and marketing automation technology. We help lenders build strong, lasting relationships with their customer base, by providing data-driven solutions to compete in the on-demand world and delight account holders with 1-click access financial products.

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  • ExitMap

    http://www.exitmap.com

    The ExitMap is a marketing and client engagement system for advisors who work with Baby Boomer business owners. Its core offering is a 15-minute Assessment that produces three reports. A 12-page summary is sent electronically to the business owner, and two 40-page detailed reports are sent to the advisor for engaging the client personally. Advisor marketing is supported by a website of free tools and educational materials at www.YourExitMap.com and the award winning book Your Exit Map: Navigating the Boomer Bust. The ExitMap offers unlimited free Assessments. Detailed advisor reports are only available through a qualified ExitMap Affiliate. Video training shows advisors how to customize their results presentation to provide value and more effectively engage clients.

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  • Finworx360

    http://finworx.com

    Finworx360 puts behavioral finance into action, helping financial advisors quickly and easily grow their practice through effortless client engagement. Now more than ever, advisors, financial planners, and wealth managers must establish a clear understanding of each client’s investment style, risk preferences, and decision-making drivers in order to serve in the client’s best interest. This understanding goes beyond simply knowing the client—it requires deep insight into how each client thinks, feels, and makes investment decisions. A product of Lirio, Finworx360 uses a proprietary Behavioral Risk Survey to surface the biases of each client and prospect, segment them into investor personas, and assist advisors in communicating with them most effectively.

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  • Kard

    http://www.getkard.com

    Kard helps consumers and card issuers optimize their rewards programs, helping our users earn 6-8% on their annual spend while helping offset card issuer's massive loyalty costs through our merchant-funded rewards program.

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  • Liveoak Technologies

    https://www.Liveoak.net

    Liveoak provides enterprises with remote onboarding & identiy verification tools to keep human expertise & interaction in the digital customer journey.

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  • SaleMove

    https://www.salemove.com

    SaleMove creates enterprise omnichannel customer engagement solutions that enable companies to forge deeper relationships with their customers.

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  • SwipeSum, Inc.

    https://www.swipesum.com/

    SwipeSum's technology will find you the lowest rates and best solution for your business.

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  • Totum Risk, LLC

    http://www.totumrisk.com

    Preferences change all the time, therefore it's impossible to score a questionnaire based on preferences alone. Through academic research, a household has one life event annually that will impact their overall objectives. Totum scores a client's risk capacity (life situation) and risk preferences along with the portfolio to allow an advisor to accurately place their client in the right investment portfolio. Other benefits included in Totum are, Custom modeling, custom reporting, white labeling, direct integrations, stress testing, compliance, add your own questions, analytics, monte carlo simulation, all scored securities, grouping of accounts, and more. We're not done...we're just getting started.

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  • YayPay

    http://www.yaypay.com

    Cash collection processes at most companies are reactive, manual and time intensive, while accounts receivable teams typically rely on static spreadsheets, internal notes and ad-hoc processes to do their daily jobs. With YayPay, AR staff time is maximized on actually managing the data for short- and long-term forecasting, cash flow, and reporting rather than working in the trenches on rudimentary, back-office collections. With YayPay, collections’ teams can select the most appropriate workflows, keep all notes and records handy, and automate personalized email communications directly online in real time. In addition, YayPay syncs with the ERPs, CRMs and third-party billing platforms. Our data is incredibly powerful for AR managers, and credit and collections specialists who are looking to manage workflow and collect money fast; CFOs, controllers and treasurers who want to manage working capital and deploy finance operations resources more effectively; and financial institutions looking for treasury management solutions to foster sticky relationships with customers and ensure monetization of payment rails or networks. As one global AR manager said, “I was struggling to find the right AR management software for my team; I found it at YayPay. It is amazing!”

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