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Average Ratings 0 Ratings
Description
AlphaStream enhances the effectiveness of financial markets for your clients while maximizing profitability for your business. The AlphaStream experience platform consolidates all your various financial data sources into a single, cohesive solution designed to provide hyper-personalized market data experiences for each client. Your teams will gain unprecedented insights not only into client behaviors but also into the motivations behind those actions. Explore how your teams can elevate client satisfaction to drive greater profits, refine sales targeting and conversion rates, implement programmatic digital marketing campaigns, tailor educational resources, and much more. This platform uniquely stands out as the first data experience solution specifically crafted to revolutionize real-time financial market data, delivering a customized user experience through the most effective channels. Seamlessly integrate all your financial data, encompassing news, social media, web content, market datasets, alerts, and notifications, into this innovative platform for a holistic approach to client engagement. By leveraging this powerful tool, you can ensure that every interaction with clients is informed and impactful.
Description
Streamline your operations team by cutting down hours of tedious work and transforming transfer times from weeks to mere days. Enhanced data validation through AI leads to a reduction in rejects, enabling quicker transfers. Keep anxious customers calm by providing them with real-time tracking capabilities for their transactions. Our comprehensive and well-structured APIs facilitate automation and seamless processing without delays. The intuitive design of our interfaces, featuring pre-filled fields, simplifies the process for your operations team when dealing with exceptions. Additionally, our integrated compliance reports and reconciliation tools not only save valuable time but also ensure adherence to FINRA regulations. ACATS can present various complexities, including 17 statuses, 33 failure reasons, and hundreds of data codes, but we expertly manage and map all of them. Achieve smooth integration with your current core systems such as FIS/Phase3, BETA, or InteliClear. With GoldenBasis, onboarding new clients becomes effortless as they can simply upload their brokerage account statements. Our AI technology meticulously extracts and verifies the required fields, significantly minimizing errors and enhancing the overall efficiency of the process. This innovative approach not only boosts operational efficiency but also improves customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Mailchimp
Salesforce
X (Twitter)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AlphaStream
Country
United Kingdom
Website
alphastream.io
Vendor Details
Company Name
GoldenBasis
Country
United States
Website
www.goldenbasis.com
Product 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
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management