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Customer Collaboration Tools

VendorMatch

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.
  • Customer-led digital claims reporting and settlement Our digital tools put the customer in charge of reporting and managing their own claims. Cl…
  • Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and di…
  • 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…
  • Sentro is a cloud-native group policy administration platform. Ideal for mid-market group insurers and employee benefit providers, Sentro lets i…
  • Meet Maestro: The collaboration and insights platform for private equity. Maestro, the collaboration and insights platform built exclusively for…
  • Glia delivers seamless multi-channel Digital Customer Service for the worlds leading banks, insurance carriers and credit unions. The Glia platf…
  • 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…
  • The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
  • eviid Uploader Obtain the likes of large CCTV, dash-cam, drone footage or simple smartphone footage. A secure process that quickly allows your b…
  • Radixweb develops beautifully crafted mobile applications for insurance customers, Agents, Field Sales Reps, or Employees. The insurance apps de…
  • Q.Refinery uses artificial intelligence to accurately cleanse and curate a bank’s raw customer transaction data, building up thousands of attrib…
  • Radixweb helps organizations to digitally transform the insurance landscape to get a better understanding of business-related requirements and o…
  • HxLogic is a powerful pre-built data warehouse and analytics solution that provides healthcare organizations with near real-time information to…
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