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.
  • 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…
  • Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and di…
  • Sentro is a cloud platform for group insurers. We enable insurers, brokers and service providers to collaborate and deliver tailored benefits so…
  • The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
  • Q.Refinery uses artificial intelligence to accurately cleanse and curate a bank’s raw customer transaction data, building up thousands of attrib…
  • Relativity6 Product Recommendations help Agent and Brokers reach out to at-risk customers, or new potential customers with suggestions and offer…
  • Benefit.X equips Small Businesses with Corporate Credit Cards and compliments their business operations with a cutting-edge Benefits and Human R…
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