TeamSupport: Customer Satisfaction, Streamlined TeamSupport is the premier ticketing and live chat solution designed for support teams looking to improve customer engagement and make agents’ lives easier. Our intuitive, AI-powered platform allows teams to spend less time on manual tasks and more time building stronger relationships with customers. TeamSupport allows agents to connect relevant teams, access valuable customer insights, and solve complex issues with less time and effort which ultimately improves customer satisfaction.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
IDenfy is an online identity verification company, helping to reduce frauds and makes business smoother and more profitable
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
CRM for Financial Advisors
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.