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features
design
support

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Description

Why should we confine automation and optimization solely to outbound marketing efforts? True collaboration occurs when all teams unite consistently. With the implementation of COA, there are no longer any justifications for missing out on valuable opportunities. When you view your business from the perspective of your customers, they perceive it as a unified whole, rather than as disparate lines of business or departments. It is essential for you to adopt a similarly comprehensive perspective that transcends individual functions such as Sales, Marketing, Underwriting, or Service. COA provides that all-encompassing, integrated view. It connects marketing with sales, sales with service, and continues this linkage throughout the organization. With COA, every team member and their contributions are synchronized and held accountable. This system creates a dynamic customer profile, which can be tailored to suit your organizational culture and specific needs. By design, COA systematically identifies and ranks new customer opportunities based on your priorities, including factors such as valuation, context, urgency, and the unique skill sets of each team member involved in the process. As a result, your organization can maximize the potential of each opportunity that arises.

Description

Our comprehensive digital engagement platform aims to empower banks of all sizes around the world to create enjoyable mobile and web experiences for their clients, laying the groundwork for long-term success that transcends merely a quick time-to-market. By focusing on user satisfaction and innovative solutions, we ensure that financial institutions can thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

AMLYZE No 

Integrations

AMLYZE Yes 

Pricing Details

No price information available.
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

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

Advanced Software Applications

Founded

1992

Country

United States

Website

www.asacorp.com/coa.jsp

Vendor Details

Company Name

Plumery

Founded

2022

Country

The Netherlands

Website

www.plumery.com

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Digital Experience Platforms (DXP)

Alerts / Notifications No 
Auto-Tagging No 
Blogs No 
Calendar No 
Content Modeling No 
Digital Asset Management No 
File Sharing No 
Form Builder No 
Forums / Message Boards No 
Headless CMS No 
Knowledge Base No 
Performance Monitoring No 
Personalization / Segmentation No 
Reporting / Analytics No 
Surveys / Polls No 
Templates No 
User Management / Permissions No 
Version Control No 
Wiki No 
Workflow Management No 

Alternatives

Alternatives

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