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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Transform almost every aspect of the chat interface with ease. By simply copying and pasting the HTML code, you can integrate it into your website as a Button, Embedded Window, Multi-operator feature, or Footer bar. This straightforward process allows you to deploy our applications live on your site effortlessly! It's convenient, straightforward, and highly effective. You can add as many operators as your business requires, ensuring scalability that aligns with your company's growth. Special discounts are available for customers utilizing multiple products. Implementing features like Live Tracking, Support Tickets, and Live Chat will provide you with essential insights into both your customers and your business operations. In today's digital landscape, having effective communication tools is a necessity for any business with a website. Our powerful live chat software enables you to engage with website visitors and turn them into loyal customers. Chataroo makes it incredibly simple and cost-effective! Adjust nearly every element of the chat window as needed, and with a quick copy and paste of the HTML code, you can easily set it up to fit your preferences.

Description

Your system is set to be operational within a day and requires no local installation, as it functions entirely within the browser. It offers top-tier live chat assistance, allowing users to learn simultaneously while utilizing the system. The package also includes comprehensive setup and data migration support, alongside automated capabilities for importing and exporting external data. It features a data warehouse IBOR that eliminates issues of double entry, making trade capture remarkably simple through copy-and-paste functionality. The system provides interfaces for all counterparties and boasts automated report generation for Daily NAV, Factsheets, Compliance, and more, along with a report scheduler that supports email notifications. Additionally, it delivers a wealth of Bloomberg data content sets, pricing, and regulatory information for over 50 million securities, all powered by dedicated servers located in a highly secure data processing center adjacent to SIX. Built on a UNIX foundation, this high-reliability, fast web application ensures secure VPN access round the clock. With maximum automation capabilities, from importing data from external sources to the seamless dispatch of reports, nearly every task within the octopus framework can be automated. This extensive functionality greatly enhances operational efficiency and user experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AdminPulse
Unblu

Integrations

AdminPulse
Unblu

Pricing Details

$10 per month
Free Trial
Free Version

Pricing Details

$2,900 per month
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

Chataroo

Founded

2013

Country

United States

Website

chataroo.com

Vendor Details

Company Name

Finanzinformatik IT

Founded

2004

Country

Switzerland

Website

www.octo21.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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