Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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D&B HooversD&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.
What is Q4 Wealth Management System?
The Q4 Wealth Management System (Q4) offers customized modeling, analytical, and reporting solutions that cater specifically to the unique requirements of your organization. It enables reporting at every organizational level, ranging from detailed bank-wide and division officer reports to in-depth analyses of individual accounts. Backed by a wealth of comprehensive data, including the specific assets tied to each account, it ensures the utmost precision in fee modeling and accurate balance assessments in relation to your banking systems. Evaluating profitability allows you to identify both high-value and less profitable relationships, delivering critical insights that aid in strategic negotiations while reducing discounts on accounts that yield lower returns, all while maintaining strong relationships with your most valuable clients. Additionally, the system's capacity to consolidate data across all levels enables a thorough evaluation of revenue in relation to expenses for different products, geographical areas, relationship officers, or individual clients. This extensive capability not only strengthens your decision-making process but also plays a crucial role in propelling favorable business outcomes and fostering long-term growth.
What is Mezzi?
Mezzi presents a groundbreaking method for wealth accumulation, granting access to insights that were previously reserved for those who could afford expensive financial advisors. You can maintain your existing investment accounts while implementing Mezzi's customized strategies designed to reduce capital gains taxes, decrease fund fees, boost passive income, and optimize your portfolio allocation. Successful investing requires a holistic perspective on your assets, and Mezzi enables you to assess performance and distribution across various accounts, setting the stage for improved investment outcomes. The platform provides actionable recommendations that aid in rebalancing your allocations effectively, ensuring your surplus cash is utilized more efficiently. While managing investment taxes can often feel overwhelming, Mezzi's advanced calculators and AI-driven suggestions streamline this process, helping you achieve significant tax savings. Additionally, the AI capabilities of Mezzi help discover more cost-effective funds that offer similar benefits, potentially saving you substantial amounts in fees. At Mezzi, safeguarding your privacy and data security is our top priority. Our dedication to maintaining an ad-free ecosystem guarantees that your information remains private and will never be disclosed to any external parties. Moreover, with our intuitive interface and comprehensive features, you'll discover that overseeing your investments has become remarkably simple and accessible. This combination of technology and user-centric design makes Mezzi a compelling choice for anyone looking to enhance their investment experience.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$5000 per month
Free Trial Offered?
Free Version
Pricing Information
$9.99 per month
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
Quantifacts
Company Website
www.quantifacts.com/technology-solutions/
Company Facts
Organization Name
Mezzi
Company Website
www.mezzi.com
Categories and Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring