Products

Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.

AI Meeting Coach & Trust Analytics Platform Relate helps teams build trust. Powered by Sandi, your AI meeting coach, Relate analyzes real meeting data to measure and improve the four drives of trust (Credibility, Reliability, Intimacy, and Self-Orientation) based on the Trusted Advisor framework. After every meeting, Relate delivers personalized insights, trend reports, and micro-coaching that show how communication behaviors affect trust, team dynamics, and outcomes. Whether you’re a sal

IDC provides market intelligence, advisory services, and events for the IT, telecom, and consumer technology markets.

Idiligo Business is a comprehensive online meeting platform designed to enhance the efficiency and effectiveness of virtual sales and advisory sessions. By integrating predefined scripts and structured content, it guides users through step-by-step, results-oriented meetings, ensuring consistency and professionalism. This approach not only streamlines the meeting process but also empowers junior staff to perform at a senior level, reducing the learning curve and improving overall performance. Ke

QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating

BKD, LLP, a top-tier U.S. CPA and advisory firm, helps people and businesses realize their goals.

Dedale Intelligence's Foundational Intelligence solution offers immediate access to strategic market and competitive intelligence across over 100 technology segments. This service is designed to ensure that investors and corporate leaders never start from zero when making critical decisions. Key Features and Functionality: - Segment Briefs: Provides comprehensive coverage of more than 100 horizontal and vertical markets in Europe and North America, delivering strategic market-level intel

Billing is a unique realm in health care industry, and with PBM, we offer a complete user friendly business solution to your health care facility. Through Visolve’s PBM, we focus on providing a hassle free product that could be plugged with any kind of EMR covering major clearing houses and insurance companies that are recommended.

Cyvatar’s subscription-based cybersecurity-as-a-service (CSaaS) offering combines trusted security advisors and proven solutions into a single, fixed-priced plan that delivers continuous remediation.

FMG Suite is the premier automated content marketing system for financial advisors.

Frontnow Advisor is an GenAI-powered shopping assistant supercharging the customer journey in online retail. This solution fosters interaction with website visitors, meeting their unique needs and inquiries.

PatientAdvisor takes medication management to the next level by giving you additional tools to monitor and improve patient adherence to medications.

Kalzoom Advisors is a full scale Creative Digital Marketing Agency providing strategic brand services, world-class creative & design work, and pull marketing strategies. We are born digital and understand the world of digital marketing. We help our clients to not only connect with their target customers but also build better experiences.

Alison.ai empowers every step of your creative process. Our platform’s transformative AI technology revolutionizes advertising strategies, guaranteeing your brand stands out in today’s challenging landscape.

Synaptic Advisors helps organizations to implement or optimize the Salesforce platform to solve complex business challenges and deliver end-to-end Field Service and Mobile Workforce Management solutions.

mAdvisor is an AI & cognitive computing platform, which helps enterprises to translate data into meaningful insights and learns as it goes.

UHY Advisors is one of the top professional services firms in the US, and UHY International is one of the largest accounting networks in the world. While that scale may provide confidence for some of our clients, most tell us our greatest value is in the way we bring these resources to bear to help address today's evolving business challenges.

Streamline quoting with guided intake from RiskAdvisor—no double entry, better data, more sales. Guided intake that qualifies and converts leads One-click sync to your CRM—no more double entry One form, all your raters—goodbye redundant workflows Agent & Client Facing Forms ready to convert Dec Page Retrieval and Branded Proposals Included

ChatLingual enables companies to radically simplify their support teams. Our multichannel service platform empowers each Advisor to be your Best Advisor by removing barriers around language, technical skill set and tribal knowledge.

eBusiness Advisor tracks and monitors your business to provide insight into your business, highlighting what is working well and what isn't. Designed for simplicity but built for performance, eBusiness Advisor puts key information in the hands of those that need it.