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Customer Collaboration Tools

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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.
  • 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…
  • 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…
  • 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…
  • Benefit.X Hearti Lab Pte Ltd
    Benefit.X equips Small Businesses with Corporate Credit Cards and compliments their business operations with a cutting-edge Benefits and Human R…
  • HxLogic HealthAxis
    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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