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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Elevate your prospecting approach by harnessing the capabilities of AI technology. Countless professionals in the financial services sector are leveraging Aidentified to discover, assess, and secure more leads than ever before. Instead of relying on the outdated cold-calling tactics that yield minimal results, start capitalizing on the connections in your network that you may not have even realized existed. With Aidentified, you can create targeted lists within minutes, utilizing more than 200 different attributes to refine your search. This means you now have a clear understanding of whom you wish to engage with, paving the way for meaningful connections. Aidentified also reveals the warmest pathways in your network leading to each of your ideal clients, allowing you to identify individuals who can facilitate introductions and showing you the nature of their relationship. Begin your journey by searching for one of your most valued clients on the platform to uncover an array of AI-mapped connections. After generating this list, refine it to include only those who match your ideal prospect criteria. Once you've identified the right connections, reach out to your client to request their permission to mention their name in your outreach. Aidentified equips you with all the necessary contact information to make this process seamless and effective. This innovative approach not only saves you time but also enhances your chances of successful engagement.

Description

WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$449.99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Aidentified

Country

United States

Website

www.aidentified.com

Vendor Details

Company Name

Imagineer Technology Group

Founded

1998

Country

United States

Website

www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management Yes 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Equity Management

Cap Table Management No 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal Yes 
Portfolio Management No 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview Yes 

Alternatives

Alternatives

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