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Customer Collaboration Tools

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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.
  • 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™ is a highly configurable, secure, scalable, mobile and web portals platform for digital transformation in P&C insurance. It signif…
  • Healthcare providers often struggle to find a patient-centered technology that meets member needs while strengthening the coordination capabilit…
  • Traditional 'get care' models available in the market today follow a “diagnose and prescribe” transactional approach. Pager disrupts that transa…
  • 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…
  • Researchers estimate that 75% of all healthcare costs stem from preventable chronic health conditions like type 2 diabetes, hypertension, obesit…
  • Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and di…
  • Neutrinos’ Lead Management solution for insurance enables insurance agents/brokers to manage and organize the entire lead nurturing lifecycle. I…
  • CODUDE, short for Collaborative Due Diligence, is a name that encapsulates this function. In late 2016, this platform became the latest product…
  • ‘Highrise’ is India’s first and most successful Construction and Project Management ERP software for more than 25 years. Highrise’ has been help…
  • 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 for Sales Leaders and Sellers Accelerate Sales Performance Results with an AI-Enhanced mobile and desktop solution Vymo EngageIQ i…
  • The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
  • 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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