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What is WealthOS?

Our adaptable framework and unified API provide all the crucial elements necessary for the rapid creation, assessment, and deployment of your digital wealth solutions. We ensure both scalability and dependability for businesses of any size, with connections that open up new avenues for distribution. By reducing service costs, streamlining changes, and lowering maintenance expenses, we allow you to invest more in client acquisition. Furthermore, we help meet the evolving needs of a varied client base by promoting product development and offering multi-channel support. Looking ahead, we plan to roll out a comprehensive suite of features along with plug-and-play integrations to a marketplace filled with specialized service providers, enabling wealth managers to execute a broader range of functions all on one platform. This strategy not only boosts operational efficiency but also encourages innovation in wealth management practices, paving the way for a more dynamic future in the industry. The combination of these efforts positions us to better serve the financial landscape and its diverse clientele.

What is Globitel Retail Quality Management (RQM)?

RQM is a sophisticated platform engineered for capturing both video and audio, featuring desktop screen recording functionality to monitor the exchanges between customers and service representatives, all accessible through a web-based interface that supports transaction assessment and management. One of the most impressive features of Globitel’s solutions is their customizability, which allows businesses to adapt the system by incorporating new functionalities as their needs change, an essential factor for keeping pace with shifting business models. This level of adaptability can play a pivotal role in determining the success or failure of new service initiatives. Designed with an open architecture and a modular structure, RQM ensures improved scalability, making it easy to expand recording capabilities simply by adding relevant software and hardware elements. In addition, RQM’s distributed architecture in a multi-location environment enables the straightforward integration of new sites, promoting seamless operations and efficiency across different settings. This extensive flexibility not only enhances customer service interactions but also empowers organizations to stay proactive in their approach to customer engagement. Ultimately, this makes RQM an indispensable tool for companies aiming to refine their customer service strategies effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

WealthOS

Date Founded

2019

Company Location

United Kingdom

Company Website

wealthos.cloud/

Company Facts

Organization Name

Globitel

Date Founded

1996

Company Location

Jordan

Company Website

www.globitel.com/retail-quality-management-system/

Categories and Features

Unified APIs

Not specified

Wealth Management

Not specified

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

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