Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Complii is a web-based compliance solution that automates the processing, checking, and management of compliance responsibilities, safeguarding AFSLs, stockbrokers, advisors, and their clients. This innovative software platform eliminates the reliance on paper by providing a secure digital environment tailored to meet the compliance needs of AFS Licensees and brokers. By automating key tasks such as generating ROAs and SOAs based on client profiles, maintaining a 708 expiry register, and creating FOFA FDS letters, Complii streamlines the compliance process significantly. Furthermore, it facilitates electronic opt-ins, updates to online client profiles, disclosures, breach registers, and the establishment of Chinese walls for internal compliance. Complii also enhances advisory practices by offering a comprehensive organizational view of all pending orders that require advice or action. In addition, it features a digital document storage solution, allowing users to efficiently manage their documentation in a secure online environment. Overall, Complii revolutionizes compliance management by integrating various functions into a single, user-friendly platform.
Description
Link the digital paths of your customers to personalized guidance. Enhance interactions through in-person consultations, phone calls, video chats, and messaging with our innovative platform. Seamlessly integrate customer journeys from your website into tailored advice sessions. By implementing our straightforward JavaScript plug-in on your brand's site, you can track visitor behavior anonymously. This plug-in effortlessly transitions these online paths into personalized advice discussions, whether in-store or via phone. Advisors receive valuable insights from these digital experiences through a specialized application designed just for them, which ultimately helps them save time. In today's internet-driven retail landscape, many sales representatives remain out of touch. Count3r empowers team members with essential information regarding products, sales strategies, and store specifics directly on their tablets. This allows your sales personnel to regain their role as trusted shopping advisors while increasing sales by up to 20%. We equip advisors with the confidence to up-sell effectively to every customer, across all departments, thereby enhancing profitability. Elevate your conversion rates by providing exceptional customer experiences that merge the best features of online shopping with personalized service. By doing so, you create a more engaging and satisfying shopping environment that meets the needs of today's consumers.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Zapier
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
Yes
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
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Complii
Country
Australia
Website
www.complii.com.au
Vendor Details
Company Name
Teller
Founded
2013
Country
Netherlands
Website
www.count3r.com
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
Yes
Online Booking
Yes
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
Yes