Lead Management

VendorMatch

Use Celent's VendorMatch directory to identify and learn more about lead management systems. Lead management tools automate the lead conversion process. The tools typically aggregate leads from all sources in one place, track the activities and interests, and manage the complete customer life cycle from capture to conversion. Compare and contrast the tools in the directory by using the filters and comparison features available.
  • QuickQual is a Mortgage Application Conversion Machine QuickQual is a custom branded Mortgage Calculator that loan officers send via text messa…
  • Our digital marketing team works towards helping you reach your business goals by boosting brand awareness and enhancing conversions. Right from…
  • NexJ Customer Relationship Management (CRM) for Corporate Banking has intelligence built-in, and integrates client profile, interaction, and tran…
  • NexJ Customer Relationship Management (CRM) for Private Banking has intelligence built-in, and integrates client profile, interaction, and transa…
  • NexJ Customer Relationship Management (CRM) for Wealth Management is the only CRM in the market purpose built for the wealth management industry…
  • Connect the dots: Detect new opportunities, develop an intimate understanding of customers, partners, and markets, spot trends and back your sal…
  • A powerful commercial lending software solution that helps business lenders increase profits and grow top line revenue by achieving straight-thr…
  • The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
  • AdvisorStream is an industry-leading automated marketing platform that drives engagement and builds business. We empower Advisors to deliver the…
  • Our digital transformation consulting practice provides the right mix of digital and industry experience to help our clients create exceptional…
  • Digital banking – Cyberbank Digital Omnipresent. Omnisatisfaction. The Cyberbank platform delivers customized, multisegment financial services t…
  • Ecosystem Management-as-a-Service (EMaaS) products don’t just facilitate seamless information flow and exchange. They’re designed to simplify an…
  • Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
  • Relativity6's Churn Prediction uses proprietary, industry specific machine learning and big data technology to alert teams, 60 days ahead of tim…
  • 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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