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Agent / Broker Portal
An agent/broker portal provides an integrated front end to many of the core processing systems of an insurance company. Salesforce portals are typically integrated with policy administration systems, billing systems, distribution management system, and claims systems.They may include connectivity with an agency management system, document creation or management capabilities and may include collaboration tools and workflow. They may be extendable to consumers, and may include mobile apps.
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ATM Systems and Assisted Self-Service Devices
Register your ATM Systems and Assisted Self-Service Devices in our vendor directory.
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Contact / Call Center Systems
A phone system is made up of several hardware, software and processes. It facilitates basic call center functions, such as call routing and logging, agent desktop interface, multi-channel communications and predictive dialing. List call and contact center systems and solutions in our Digital Platform. The platform will help users evaluate different software products for their company.
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Omnichannel Customer Experience Platforms
Register digital customer engagement frameworks and platforms capable of implementing bespoke customer digital journeys via mobile, internet, or traditional online channels in our vendor directory. Buyers can use the research platform to evaluate internet , tablet, and mobile application software with analysis and comparison of specific financial service application functionality.
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Remote Deposit Capture
Remote deposit capture (RDC) is a service that allows a user to scan checks and transmit the scanned image and / or ACH data to a bank for posting and clearing.
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Retail Banking Digital Channel Solutions
Register online and mobile banking systems and solutions in our VendorMatch. Buyers use the research platform to evaluate internet banking and mobile application software with analysis and comparison of commercial banking portals, retail internet banking, and mobile application functionality to view account positions, transfer funds and make payments.
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Voice / Digital or Virtual Assistant Systems / Chatbots
A virtual assistant is a software agent that can perform tasks or services for an individual; they change transactions into conversations. Sometimes the term "chatbot" is used to refer to virtual assistants generally or specifically those accessed by online chat (or in some cases online chat programs that are for entertainment and not useful purposes). Depending on the functional breadth of a solution, a bot may use natural language processing, statistical prediction techniques, workflow control, artificial intelligence, or big data management to “scale conversations".
Channel Platform Software
VendorMatch
Sales and delivery channels for financial services have expanded beyond face to face or call center interactions. Today they incorporate brick and mortar as well as digital and omni-channel options. These systems and platforms help financial institutions sell products and service clients via the various channels used by banks, insurers, and other financial institutions.