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Description
SmartDocs stands out as a pioneering force in the realm of artificial intelligence (AI) by offering cutting-edge enterprise chatbots, business process management (BPM), and enterprise content management (ECM) solutions. Its products are designed with robust integration to the SAP ERP system, allowing clients to rapidly innovate and enhance their digital transformation efforts without needing significant investments in new hardware or software. By delivering a wide array of business solutions that cater to key organizational areas such as finance, procurement, human resources, and sales, SmartDocs works seamlessly alongside SAP ERP and SAP SuccessFactors offerings. Customers can choose from both cloud-based and on-premise deployment options for SmartDocs software. The pre-built integration with SAP ensures that users can access vital data linked to SAP transactions and master data, enabling the bots to be trained in leveraging this information effectively. This capability allows the bots to provide intelligent and relevant responses during user interactions, thereby enhancing overall user experience and operational efficiency.
Description
Effortlessly fill out intelligent web forms with relevant data and swiftly create NDAs, term sheets, subscription agreements, KYC documents, and more. Seamlessly connect with Obsidian Suite’s sophisticated client management database to monitor all aspects of client compliance. Optimize your workflow with our easy electronic sign-off feature, integrated with the advanced capabilities of DocuSign. Take advantage of real-time document status updates and comprehensive client interaction tracking through automated CRM feeds. Obsidian’s dynamic client portals cater to a diverse range of clientele, including institutional investors, high-net-worth individuals, and professional firms. This suite provides unmatched adaptability in client communication tailored for all types of investment management firms. Obsidian SmartDocs stands out as a premier solution for electronic subscriptions and KYC documentation within the investment sector. By automating and optimizing the management of investor data flows across various systems, SmartDocs empowers investment firms to achieve accelerated growth while enhancing their operational efficiency. Furthermore, the platform’s user-friendly interface ensures that all stakeholders can easily navigate and utilize its features effectively.
API Access
Has API
API Access
Has API
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
BotPlatform
Country
United States
Website
botplatform.ai/
Vendor Details
Company Name
Obsidian Suite
Founded
2013
Country
United Kingdom
Website
obsidiansuite.com
Product Features
Chatbot
Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management