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What is Clari5?

Clari5 stands out as a leader in the realm of Enterprise Fraud Risk Management and Anti-Money Laundering Systems, garnering global recognition for its innovative product offerings. By adopting a 'central nervous system' methodology, Clari5 effectively aids financial institutions in their fight against financial crime. Its unique approach mimics human cognitive processes to integrate intelligence across the enterprise, providing timely and accurate insights during critical transaction moments. The system is designed to be user-friendly, allowing for seamless integration without the need for system replacement, characterized by a brief implementation period and rapid return on investment. Utilizing the advanced capabilities of AI, machine learning, and real-time decision-making, Clari5 successfully oversees more than 500 million accounts. Trusted by 15 prominent banks worldwide, Clari5 plays a pivotal role in enhancing their fraud risk management initiatives, demonstrating its vital importance in a complex financial landscape. Furthermore, the platform's adaptability ensures that it can evolve with the changing needs of the banking sector.

What is Clari?

Clari's Revenue Operations Platform is designed to enhance revenue outcomes effectively. With features like automated CRM updates and time series analysis, it goes beyond mere innovation. By integrating revenue intelligence, forecasting, and execution insights, Clari addresses critical challenges in revenue management. It ensures that businesses can reliably achieve their targets each quarter. This platform is crafted specifically to boost revenue predictability. By leveraging previously underutilized data sources such as call logs, emails, and CRM information, Clari transforms this data into actionable insights for the entire revenue team. The blend of AI-driven insights and human judgment empowers teams to forecast with improved accuracy and visibility. Additionally, it establishes a streamlined, automated process applicable across all business units, allowing for the collection of essential activity data from prospects, customers, and representatives, thus keeping you continuously informed about the status of your deals, business, and team dynamics. Ultimately, Clari equips organizations with the tools they need to navigate complex revenue landscapes successfully.

What is Balto?

Balto is an innovative software designed to enhance your call closing capabilities. This pioneering live call guidance tool assists in boosting sales, optimizing your sales team, and facilitating business growth. As the first of its kind, Balto utilizes AI to analyze conversations on both sides of the call, providing immediate and essential information to representatives engaged in the call. 1. Real-Time Insights Balto stands out as the original software for real-time call guidance. 2. Comprehensive Call Tracking With Balto, you can meticulously track every conversation, allowing you to gather precise data on how effectively each representative communicates, the types of questions they pose, and which value propositions yield the best results. Featuring a robust data studio, Balto enables you to delve deeper into your call strategies and improve overall performance. 3. Continuous Improvement Representatives benefit from real-time suggestions that empower them with the right phrases to use in order to secure more deals, ensuring that every call is an opportunity for growth. Through continuous optimization and analysis, Balto ensures your sales team is always performing at its peak.

Media

Media

Media

Integrations Supported

5X
Avaya Aura
CallTools
Clearbit
Close
DataJoy
Elvance
Five9
Genesys Cloud CX
Gong
GoodFit
Highspot
Matia
Momentum
Outdoo AI
Shift
Slack
TCN
Vivun
Yess

Integrations Supported

5X
Avaya Aura
CallTools
Clearbit
Close
DataJoy
Elvance
Five9
Genesys Cloud CX
Gong
GoodFit
Highspot
Matia
Momentum
Outdoo AI
Shift
Slack
TCN
Vivun
Yess

Integrations Supported

5X
Avaya Aura
CallTools
Clearbit
Close
DataJoy
Elvance
Five9
Genesys Cloud CX
Gong
GoodFit
Highspot
Matia
Momentum
Outdoo AI
Shift
Slack
TCN
Vivun
Yess

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clari5 (CustomerXPs)

Date Founded

2006

Company Location

Washington

Company Website

www.clari5.com

Company Facts

Organization Name

Clari

Date Founded

2012

Company Location

United States

Company Website

www.clari.com

Company Facts

Organization Name

Balto

Date Founded

2017

Company Location

United States

Company Website

baltosoftware.com

Categories and Features

Fraud Detection

Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For Insurance Industry
For eCommerce
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workforce Optimization (WFO)

Interaction Analytics
Liability Recording
Performance Management
Quality Management
Real-time Guidance
Reporting
Speech Analytics
Surveying
Workforce Management
eLearning

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