Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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HERE Enterprise BrowserAt HERE, we’ve been solely focused on building the world’s first and only enterprise browser purpose-built to solve both security and productivity. HERE technology is trusted by 90% of the world’s largest financial institutions and backed by In-Q-Tel, the strategic investment firm that works with the U.S. intelligence community and other government agencies. HERE is redefining how global enterprises secure their work and empower their workforce. Built on Chromium, HERE seamlessly integrates into enterprise environments while delivering controls, context, and confidence where consumer browsers fall short.
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Nasdaq BoardvantageIntroducing an innovative board portal and collaboration solution tailored for boards and senior executives. Discover how Nasdaq Boardvantage streamlines board activities by eliminating paper usage and significantly reducing meeting preparation times. You can effortlessly schedule both single and multi-day meetings in just seconds, while also adding relevant details, attaching important documents, tracking attendance, and even setting up remote meetings. To ensure data protection, the platform employs encryption alongside multiple layers of security to maintain confidentiality, integrity, and availability of information. Additionally, you can swiftly generate and distribute evaluations for boards and committees, as well as handle Conflict of Interest inquiries and general surveys. The platform allows for efficient management of files, contacts, and signatures while fostering collaboration through features like notifications, annotations, and the ability to conduct unanimous consent votes, along with e-signatures and secure in-app email communication. It is designed for accessibility on various devices, including smartphones, tablets, and desktops, ensuring a seamless synchronization experience both online and offline. Overall, Nasdaq Boardvantage enhances the efficiency and security of board operations significantly.
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PoplPopl transforms the way professionals connect and grow their networks. Share your complete digital profile—including contact details, social platforms, booking links, and files—with a simple tap, scan, or shareable link. Optimized for conferences, sales meetings, and in-person events, Popl enables real-time lead capture with notes, tags, and instant CRM sync to tools like Salesforce, HubSpot, Zoho, and thousands more. Organizations can oversee large-scale deployments with ease using Popl’s admin dashboard—customize digital cards, track performance, and onboard teams via Azure AD or CSV upload. From detailed analytics to automated follow-ups, Popl turns networking into a strategic growth engine. Upgrade how you connect. Start building smarter relationships with Popl.
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deskbirdWhat is deskbird? Deskbird is an innovative application designed to simplify hybrid work by reducing costs, optimizing office spaces, enhancing productivity, and promoting team collaboration, all through a user-friendly interface. What sets deskbird apart from others? 📱 Comprehensive solution: one seamless app for desk reservations and scheduling, eliminating the need for multiple tools. ✅ Exceptionally user-friendly: with an intuitive design that requires no training—so straightforward that even a child can navigate it. 💪 Effective yet straightforward: it offers advanced analytics, AI capabilities, and resource booking features without unnecessary complexity. 🤝 Team-oriented: allows users to see when their colleagues are available, making teamwork seamless and efficient. 🔧 Customizable: compatible with over 200 integrations, including MS Teams, Outlook, and Slack. How does deskbird compare to its competitors? We are shaping the future of office environments through our unique selling propositions: 1. Intelligent resource management: a single tool for desk and resource reservations, minimizing administrative burdens while maximizing spatial utilization. 2. Extensive integrations: capable of interfacing with more than 200 applications, such as MS Teams, Outlook, or Slack, and our Open API provides the flexibility to meet custom requirements. 3. Effortless scalability: whether you're overseeing 50 or 5,000 employees, deskbird adjusts to evolving workplace demands with real-time user provisioning (SCIM)—all achievable without any training, ensuring a smooth transition for all users. Additionally, our platform continues to evolve, adapting to new workplace trends and requirements over time.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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RobinRobin’s workplace solution is designed for hybrid work environments and features dedicated tools for managing visitors, reserving meeting rooms, and booking desks flexibly. It offers an efficient experience for visitors, provides actionable insights into capacity trends, delivers statistics by team, tracks meeting room usage, and includes comprehensive reporting for detailed analytics. With all these capabilities, users can effectively oversee their workspace, assist individuals in locating colleagues and conference rooms, and ensure a warm reception for guests in the office. Furthermore, the platform's user-friendly interface enhances overall productivity and collaboration among teams.
What is Zocks?
Strengthen your client relationships by engaging meaningfully and demonstrating authentic interest in every conversation. Zocks effortlessly collects vital personal and financial information from client interactions, eliminating the need for audio recordings and integrating seamlessly with your CRM to enhance follow-up tasks, communications, and workflows.
With Zocks, every important detail from your discussions is automatically recorded, regardless of whether they take place in person or online. The platform provides real-time analysis of conversations, ensuring that essential insights regarding your clients' financial situations, investment goals, and key life events are accurately captured. This comprehensive approach guarantees that you always have access to significant personal and financial information, enabling you to deliver customized support and build stronger, more meaningful relationships with your clients. By prioritizing this level of engagement, you not only enhance client satisfaction but also encourage long-term loyalty and trust.
What is AlphaStream?
AlphaStream optimizes the financial markets for your clients and simultaneously increases your profitability. The platform offers a unified experience by integrating multiple financial data sources into one comprehensive solution that delivers hyper-personalized market data experiences customized for each client. Your teams will gain unique insights not only into the actions of your clients but also the underlying motivations driving those actions. Discover innovative ways to enhance the client experience, leading to improved profit margins, better sales targeting and conversion rates, efficient programmatic digital campaigns, and tailored educational content, among other benefits. This platform is recognized as the leading data experience solution specifically designed to transform real-time financial market data, guaranteeing a tailored user experience through the most effective channels available. Effortlessly merge all your financial information, including news, social media, web content, market datasets, alerts, and notifications, into one robust platform. By doing this, your organization will be better equipped to navigate and adapt to the ever-changing market dynamics, ultimately fostering a more responsive and agile approach to client needs.
Integrations Supported
Salesforce
Gmail
Google Meet
Mailchimp
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
SmartOffice
Wealthbox
Integrations Supported
Salesforce
Gmail
Google Meet
Mailchimp
Microsoft Outlook
Microsoft Teams
Practifi
Redtail CRM
SmartOffice
Wealthbox
API Availability
Has API
API Availability
Has API
Pricing Information
$67 per user 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
Zocks
Date Founded
2022
Company Location
United States
Company Website
www.zocks.io
Company Facts
Organization Name
AlphaStream
Company Location
United Kingdom
Company Website
alphastream.io
Categories and Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Meeting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Categories and Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Personalization
A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization