4Degrees
Redtail CRM
Salesforce Financial Services Cloud
FollowUpBoss
SmartOffice
OvationCXM
Finley
Aprive
InsightsCRM
DealCloud
SugarCRM
ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects.
4Degrees InsightsCRMInsightsCRM's answer:
A CRM that offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.
InsightsCRM's answer:
Zero-cost implementation Model with maximum flexibility and robustness
Domain-centric platform
Significant licensing cost advantages compared to generic CRMs
Effective Knowledge Management
Easy to customize processes and workflows
Powerful and efficient prospecting capabilities to boost the deal success rate
InsightsCRM's answer:
Investment Bankers, Capital Markets Professionals, Asset Managers, and Traders
InsightsCRM's answer:
To eradicate real-world challenges, such as Information Silos, Transaction-level Discipline &Discretion, Maintaining Client Trust & Confidentiality, Speed of Customer Engagement, and Success of Investment Bankers or Financial Advisors.
InsightsCRM's answer:
ASP.NET CORE, HTML 5, Bootstrap, JQUERY/JAVASCRIPT
InsightsCRM's answer:
Berenberg Capital, Erik Penser, and Ambit Capital
Based on our record, 4Degrees seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
1976, when a builder could choose any lot in Spokane, he chose this superior location to raise his family. 47 years later, first time on the market, this meticulously-maintained timepiece awaits your imagination. Nestled at the start of Panorama drive, find privacy and seclusion on a .84 double lot offering enchanting trees and bluffs - a tranquil retreat within the city. The sprawling natural yard presents you... Source: almost 1 year ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
FollowUpBoss - Stop leaving money on the table and make sure all your leads are followed up with our Real Estate Lead Management Software.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
