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.
  • 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…
  • Digital banking – Cyberbank Digital Omnipresent. Omnisatisfaction. The Cyberbank platform delivers customized, multisegment financial services t…
  • 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…
  • PFTPro is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of…
  • Our digital transformation consulting practice provides the right mix of digital and industry experience to help our clients create exceptional…
  • Wealth managers are improving their operations through better administration, smarter risk management, and technology-enabled processes that gro…
  • By bringing AI technologies, advanced analytics, and smarter customer interactions to loan origination systems and servicing processes, we drive…
  • We have a substantial footprint in the mortgage domain, serving multiple clients with a range of service offerings. With more than 3500+ resourc…
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