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What is iStart?

We excel in challenging limits across all our projects. Our drive is fueled by the ambition to transform your business, as your achievements are intricately linked to ours. We develop outstanding platforms tailored to support this change. Would you like to arrange a meeting to explore potential improvements? You can experience swift Digital Customer Onboarding in mere minutes! Remarkably, 56% of wealth managers indicate that traditional customer onboarding processes can take up to four weeks. iStart provides a fast, effective, and stress-free onboarding experience. Maintaining a uniform customer onboarding process is vital for your business! We believe your energy should be directed towards activities that attract customers, while automating supportive processes. Presenting our Digital Customer KYC and Onboarding Platform! iStart is a state-of-the-art digital onboarding solution featuring smart automation capabilities. Our platform enables banks, insurance firms, and various financial institutions to effectively register and manage their clients online, leading to improved operational efficiency. This smooth integration not only conserves time but also significantly boosts customer satisfaction. Furthermore, with our innovative approach, you can stay ahead of the competition and better meet the evolving needs of your clients.

What is Precursive?

Enhancing service delivery is crucial for maximizing revenue potential. It is essential to synchronize the efforts of sales, service, and success teams within Salesforce. The initial phase of ensuring customer success lies in effective onboarding. Salesforce presents numerous playbooks designed to expedite the customer onboarding process. By facilitating quick team mobilization and optimal resource scheduling, organizations can utilize their capacities more effectively. Additionally, accurate forecasting and tracking of team time and resource usage are vital. Precursive PSA offers comprehensive visibility for all employees and professional services, significantly boosting operational performance while being fully integrated within Salesforce. This level of integration enables teams to collaborate seamlessly, driving both efficiency and customer satisfaction.

Media

Media

Integrations Supported

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$20 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

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
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

iSolve Technologies Europe

Date Founded

2004

Company Location

Netherlands

Company Website

isolveglobal.com

Company Facts

Organization Name

Precursive

Company Location

United Kingdom

Company Website

www.precursive.com

Categories and Features

Customer Onboarding

Not specified

Categories and Features

Customer Onboarding

Not specified

Project Accounting

Not specified

Project Management

Not specified

Resource Management

Not specified

Resource Scheduling

Not specified

Work Management

Not specified

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