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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.

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Target Market

Select the type of FI to whom the service or solution is aimed. This is an important criteria is segmenting the market for solutions with the optimal fit. Note Insurers may include add agents/brokers, TPAs, self-insureds of any kind, reinsurers and others.

Target Market

Wealth Managers
Asset Managers
Investment Banks & Brokers
Retail Banks
Corporate Banks
Insurers / Reinsurers
MGA / MGU / TPA
Insurance Agent / Broker

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Geographic Availability

Define the regions and countries where you require this solution to be used. Note this filter has a binary weighting, only solutions that match this criteria will show.

Geographic Availability

Africa
Asia-Pacific
Caribbean
Central America and Mexico
Europe
Middle East
North America
South America

Make a selection on the left to see more options

Singapore

United Kingdom

United States

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Insurance Value Chain

Customer acquisition
Product development/management
Distribution management
Underwriting
Billing and collections
Claims handling
Site inspection
Compliance/risk management
Risk transfer
Servicing / operations
Sales and marketing
Other
Not applicable

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Total Company Funding

$1 - $4,999,999
$5,000,000 - $9,999,999
$10,000,000- $24,999,999
$25,000,000 - 49,999,999
Over $50,000,000

clear selected done

Company Funding Stage

Use this filter to identify emerging technology companies ?

Company Funding Stage

Self-funded
Round 1 / Friends and family
Round 2 / Seed
Round 3 / Growth or Early Stage
Round 4 / Expansion
Round 5 or more / Mezzanine to IPO

clear selected done

360Siteview 360GlobalNet
Customer-led digital claims reporting and settlement Our digital tools put the customer in charge of reporting and managing their own claims. Cl…
Proformex Proformex
Proformex provides life insurance inforce policy management solutions to independent agents, financial advisors and trustees. Our carrier and di…
Commercial account opening (online & In-branch) Thirdstream
Matterport 3D Matterport Inc.
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 (Group PAS and Employee Benefits) Sentro
Sentro is a cloud platform for group insurers. We enable insurers, brokers and service providers to collaborate and deliver tailored benefits so…
Glia Digital Customer Service Glia Technologies Inc.
Glia delivers seamless multi-channel Digital Customer Service for the worlds leading banks, insurance carriers and credit unions. The Glia platf…
SideDrawer Platform SideDrawer Inc.
The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
eviid B2C eviid
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…
Envizage API LIFESCALE LIMITED (trading as "ENVIZAGE")
The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
eviid App-less eviid
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: Consumer Mobile Apps Radixweb
Radixweb develops beautifully crafted mobile applications for insurance customers, Agents, Field Sales Reps, or Employees. The insurance apps de…
Q.Refinery Quantium
Q.Refinery uses artificial intelligence to accurately cleanse and curate a bank’s raw customer transaction data, building up thousands of attrib…
Radixweb: Custom Software Development for Insurance Business Radixweb
Radixweb helps organizations to digitally transform the insurance landscape to get a better understanding of business-related requirements and o…
HxLogic HealthAxis
HxLogic is a powerful pre-built data warehouse and analytics solution that provides healthcare organizations with near real-time information to…
Product Recommendations Relativity6 AI + Cross Sell Solutions
Relativity6 Product Recommendations help Agent and Brokers reach out to at-risk customers, or new potential customers with suggestions and offer…

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