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What is InGenius?

InGenius Connector Enterprise effectively merges current telephone systems with leading CRMs through a solution that has been tested and proven in enterprise environments. Upland InGenius tailors itself to meet the specific needs of contact centers by employing cutting-edge computer telephony integration (CTI) techniques. With two decades of expertise in enterprise telephony and exceptional customer support, InGenius enhances productivity and elevates the customer experience for contact centers. The features offered by InGenius Connector Enterprise include screen pop notifications, click-to-dial functionality, automated logging of calls, and comprehensive call reporting. This enables agents to serve customers more efficiently while gaining a holistic view of all interactions, which aids in making informed decisions. The solution is compatible with various customer relationship management platforms and a range of phone systems, ensuring versatility and adaptability for different operational needs. Supported CRMs include Microsoft Dynamics 365, Salesforce, and ServiceNow, while compatible phone systems encompass Asterisk, Avaya, Cisco, Genesys, and Mitel. By integrating these technologies, InGenius facilitates a smoother workflow for contact centers.

What is AuditGenius?

Leverage AuditGenius™, our cutting-edge web-based automation solution, to optimize the loan auditing workflow, thereby enhancing mortgage risk management and ensuring quality control. This platform thoroughly analyzes data to assess and track loans at every stage of the mortgage lifecycle, drawing attention to exceptions that may threaten the financial health of your organization. With your team concentrating on these anomalies, you will be better positioned to identify critical areas that need improvement. AuditGenius™ allows you to apply your specific business rules to both data and documentation, enabling the automated generation of findings for loans that require additional scrutiny. You can deploy this versatile platform in numerous ways, whether as a licensed enterprise software, a collaborative resource, or as a fully managed service through Indecomm. In addition to its detailed reporting and root cause analysis functionalities, AuditGenius™ features an extensive Business Intelligence (BI) dashboard that empowers users to monitor production metrics, identify trends, recognize challenges, and proactively address potential issues before they develop into significant problems, thereby reinforcing the effectiveness of the auditing process. By harnessing these sophisticated capabilities, organizations can greatly improve their operational efficiency and strengthen their strategies for risk mitigation while also fostering an environment of continuous improvement. This comprehensive approach not only safeguards your organization’s assets but also cultivates a culture of excellence and accountability.

Media

Media

Integrations Supported

Salesforce
Salesforce Agentforce Service

Integrations Supported

Salesforce
Salesforce Agentforce Service

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Upland Software

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/ingenius/

Company Facts

Organization Name

Indecomm Global Services

Date Founded

2003

Company Location

United States

Company Website

indecomm.com/product/audit-genius

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

Call Tracking

CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Telephony

Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Predictive Dialer
Telemarketing Management
VoIP
Voice & Data Integration

Categories and Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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