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What is Count3r?
Connect your customers' digital journeys to tailored support, enhancing their experience through various interaction methods like face-to-face meetings, phone conversations, video calls, and messaging using our cutting-edge platform. Effortlessly merge customer pathways from your website into personalized advisory sessions. By utilizing our simple JavaScript plug-in on your brand's website, you can monitor visitor behavior while maintaining their anonymity. This plug-in smoothly converts online interactions into customized consultation dialogues, whether they occur in-store or over the phone. Advisors gain crucial insights from these digital engagements via a dedicated application tailored for their needs, ultimately allowing them to operate more efficiently. In an age where many sales associates seem disconnected in the online shopping realm, Count3r equips team members with vital information about products, sales methods, and store details right on their tablets. This approach empowers your sales staff to reclaim their status as trusted shopping consultants, potentially boosting sales figures by as much as 20%. We enable advisors to confidently recommend additional products to every customer across all sections of the store, thereby enhancing overall profitability. By offering outstanding customer experiences that blend the advantages of online shopping with personalized service, you can significantly improve your conversion rates. This strategy fosters a more immersive and gratifying shopping atmosphere that fulfills the expectations of contemporary consumers, ultimately driving loyalty and repeat business.
What is Complii?
Complii is an innovative web-based compliance platform designed to automate the management, verification, and execution of compliance duties, thereby protecting AFSLs, stockbrokers, advisors, and their clientele. This cutting-edge software eliminates the need for traditional paper processes by creating a secure digital space specifically designed to fulfill the compliance requirements of AFS Licensees and brokers. By automating essential operations such as the generation of ROAs and SOAs according to client profiles, keeping track of a 708 expiry register, and producing FOFA FDS letters, Complii markedly enhances the efficiency of the compliance workflow. Moreover, it supports electronic opt-ins, facilitates updates to online client profiles, manages disclosures, maintains breach registers, and helps in establishing Chinese walls for internal compliance measures. Complii further improves advisory practices by providing a thorough organizational overview of all pending tasks that necessitate advice or action. The platform also includes a digital document storage solution, enabling users to systematically organize their documents within a secure online framework. In summary, Complii transforms compliance management by consolidating diverse functionalities into one intuitive platform, thereby significantly improving operational efficiency for its users. This holistic approach not only simplifies compliance tasks but also enhances overall productivity for financial advisors and their teams.
Integrations Supported
Microsoft Dynamics 365
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$49 per month
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
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
Company Facts
Organization Name
Teller
Date Founded
2013
Company Location
Netherlands
Company Website
www.count3r.com
Company Facts
Organization Name
Complii
Company Location
Australia
Company Website
www.complii.com.au
Categories and Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Categories and Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation