Connect - Research Management Services
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Overview
Connect is a services based software product that provides firms with a fully white labelled solution to connect with their clients.
Modules include Distribution to Portal / Mobile / Email, Client Surveys, Event Management, Directory Services for products and marketing, and Publishing for writing and sending content through various channels.
Connect is the leading App provider in the Financial Services space, with a growing number of Portal, Email Distribution, Client Survey and Event Management customers.
For an off the shelf, expandable, configurable and fully functional white labelled solution to Connect to your clients worldflow is the market leading provider.
Key Features
Rapidly deployed Web Portal for all your content in a structure driven by the data you submit, reducing configuration requirements and maintenance whilst providing a high performance modern platform.
Email distribution with full link back capability or embedded content, with or without Portal module.
Controlled content distribution to Apple devices and Android devices near time, with user controls and security and sophisticated entitlement models.
Survey your client base with a fully functional toolset, client emailing, flexible question structures, graphical reporting, historical reporting on regular surveys.
Event Management allows you to control events, conferences, roadshows and to provide directed content at attendees before during and after the event.
Interactions management lets you track readership, usage, event attendance, meeting notes with feeds to Interactions vendors for client information.
Key Benefits
Off the shelf, white labelled with your brand and content
Simple monthly fee structure giving very low entry cost
One year commitment - no long term lock-ins
Try before you buy Pilot facilities to validate your content
Market leader in white-labelled Web Portal and native App solutions
Use one or more of the products, and as you expand they integrate
Connect to your clients, and bring them closer to your firm