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What is Work-Relay?

Elevate the functionality of Salesforce to guarantee that crucial projects progress without interruption and meet their deadlines effectively. Work-Relay simplifies the management of workflows and automates tasks, enhancing communication among team members while allowing for real-time tracking of progress. By consolidating various applications, teams, tools, and data into one unified hub, the complexity of managing multiple platforms is significantly reduced. With the capability to integrate different tools, maintaining alignment across operations becomes effortless. Unify order processing, inventory management, and customer relationship systems to achieve a comprehensive perspective. Integrated communication features ensure that teams stay connected and updated at every stage of the project. This centralized management approach provides the visibility essential for making well-informed decisions and prioritizing tasks efficiently. Automating forms, assignments, and workflows empowers your team to operate with increased efficiency and predictability. As tasks shift between teams or phases, seamless transitions ensure continuity and reduce downtime. You can oversee the complete spectrum of activities, from incoming orders to installation schedules, all available on a single dashboard, which enhances coordination and transparency. In addition to boosting productivity, this holistic approach cultivates collaboration across all departments, leading to a more cohesive working environment. Moreover, with improved visibility, teams can better address potential bottlenecks and proactively adapt their strategies.

What is Saphyre?

Saphyre represents a groundbreaking, patented infrastructure platform powered by AI that creates a holistic system of record designed to unify and standardize reference data, documents, and workflows among financial counterparties, thereby enabling rapid trading readiness and achieving near real-time settlement capabilities. By optimizing the onboarding process and the continuous upkeep of accounts, Saphyre significantly expedites the establishment of trading accounts, oversees legal agreements, addresses standard settlement instruction (SSI) challenges, manages trade exceptions and confirmations, and executes calculations for securities funding, all while ensuring the use of consistent data and documentation across diverse service providers to minimize redundancies, callbacks, and potential settlement complications. In addition to its primary features, the platform provides clear, real-time insights into trading preparedness, anticipates and rectifies issues proactively, and automates the enhancement and dissemination of updated SSIs. Moreover, it incorporates a digital negotiation mechanism for agreements that includes version control, inline commenting, and integration with electronic signature workflows, ensuring continuous alignment and communication among all parties throughout the trading process. With its robust capabilities, Saphyre not only streamlines operations but also significantly boosts the efficiency and dependability of activities within the financial trading sector, ultimately contributing to a more responsive and agile trading environment.

Media

Media

Integrations Supported

Cognizant
Deloitte Cascade Suite
Infosys Regulated Document Management
Salesforce
Simplify
Telarus SolutionVue

Integrations Supported

Cognizant
Deloitte Cascade Suite
Infosys Regulated Document Management
Salesforce
Simplify
Telarus SolutionVue

API Availability

Has API

API Availability

Has API

Pricing Information

$35 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

Neostella

Date Founded

2019

Company Location

United States

Company Website

www.neostella.com/work-relay/

Company Facts

Organization Name

Saphyre

Date Founded

2017

Company Location

United States

Company Website

www.saphyre.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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