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What is Touchpoint Dashboard?

We focus on improving customer experience consulting, developing employee engagement programs, charting customer journeys, and guiding organizational changes. By creating a distinctive customer experience strategy and executing it effectively, you can elevate your position in the market. As a leading consultancy in customer experience, we have introduced Customer Types along with a revamped interface in the Touchpoint Dashboard. This new feature enables users to create, manage, and associate different customer categories seamlessly within their journey maps, making the process more efficient. The enhanced interface simplifies previously intricate interactions, making it easier for users of the Touchpoint Dashboard to navigate. "Now our users can assign specific touchpoints to all customers, segments, personas, employees, individuals, and any other group they wish to represent," stated Peter Haid, Chief Product Officer of Touchpoint Dashboard. "This feature elegantly and flexibly humanizes customers within their journey maps, which I find truly valuable." This upgrade not only boosts user engagement but also promotes a more profound understanding of customer relationships, ultimately leading to more tailored strategies that resonate with diverse audiences. As such, the integration of these enhancements marks a significant leap forward in how businesses can connect with their customers.

What is FINFOX Pro?

Boost customer engagement by regularly hosting interactive events and consultations, always champion your customer connections, and strive for a significant increase in revenue per customer through a strategic and effective approach. Finfox is the intelligent software solution specifically designed for financial institutions, consultants, and their customers. By leveraging sophisticated business logic, a centralized database, and extensive omnichannel capabilities, Finfox enhances the wealth management experience, making it smooth and high-quality across every platform. Both consultants and clients enjoy synchronized access to the same information during all interactions, thanks to unified business logic and complete omnichannel connectivity. Our corporate blog showcases expert insights on current challenges and developments in the digital transformation of the banking industry. Subscribe to receive timely updates on new products and invaluable information straight to your inbox. Furthermore, we are dedicated to building a community that encourages knowledge sharing and collaboration, thereby strengthening relationships among all parties involved, which ultimately leads to a more informed and engaged network.

Media

Media

Integrations Supported

Apiax

Integrations Supported

Apiax

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

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

Strativity Group

Company Location

United States

Company Website

strativity.com

Company Facts

Organization Name

ECOFIN

Company Location

Switzerland

Company Website

www.finfox.ch/

Categories and Features

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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