Collaboration solutions are designed for managing interactions with customers. They typically include features such as web, video and audio conferencing, as well as chat, IM, presence, file and screen sharing and even project management capabilities. Use our vendor directory and research platform to find collaboration systems available to financial services firms. Use our guide to analyse and evaluate these solutions using reports and RFIs on the features and functions available.

IntelliSPEAK™ Ajira Software LLC
Ajira Software’s IntelliSPEAK™ API is a cloud-based video and text messaging service. It uses end-to-end encryption (E2EE) by default while elim…
IntelliXform™ Ajira Software LLC
IntelliXform™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It signif…
Enterprise 360 Pager
Healthcare providers often struggle to find a patient-centered technology that meets member needs while strengthening the coordination capabilit…
Get Care Pager
Traditional 'get care' models available in the market today follow a “diagnose and prescribe” transactional approach. Pager disrupts that transa…
Find Care Pager
In a world of 350,000+ digital healthcare apps, the complexity and fragmentation of how and where to get care leaves members confused and frustr…
After Care Pager
Researchers estimate that 75% of all healthcare costs stem from preventable chronic health conditions like type 2 diabetes, hypertension, obesit…
Proformex Proformex
Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and di…
Neutrinos Lead Management Solution Neutrinos
Neutrinos’ Lead Management solution for insurance enables insurance agents/brokers to manage and organize the entire lead nurturing lifecycle. I…
Commercial account opening (online & In-branch) Thirdstream
CODUDE: Due Diligence MYRIAD Group Technologies Limited
CODUDE, short for Collaborative Due Diligence, is a name that encapsulates this function. In late 2016, this platform became the latest product…
Highrise ERP - Construction Management Software Kanix Infotech Private Limited
‘Highrise’ is India’s first and most successful Construction and Project Management ERP software for more than 25 years. Highrise’ has been help…
Matterport 3D Matterport Inc.
Matterport enables insurers to digitize. in the form of a 3D model, property interiors. We provides an end-to-end 3D platform that allows anyone…
Vymo EngageIQ (Sales Performance & Producer Management) Vymo
Vymo EngageIQ for Sales Leaders and Sellers Accelerate Sales Performance Results with an AI-Enhanced mobile and desktop solution Vymo EngageIQ i…
SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
eviid B2C eviid
eviid Assist Enabling the customer to self-serve using photo/video/data capture or 2-way livestream to take control of the data capture. eviid I…

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