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Average Ratings 0 Ratings
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
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