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Description
Dimply has created a platform that empowers financial institutions to develop uniquely branded and engaging fintech solutions, which can tap into the extensive data available within their partners' ecosystems, allowing for the intelligent presentation of tailored and relevant experiences that evolve with the customer's needs. Our goal is to enhance individuals' perceptions and emotions regarding their finances, thereby fostering a more prosperous financial future for both them and society as a whole. This innovative customer experience platform is tailored specifically for the financial sector. It enables you to utilize any available data source to provide highly personalized digital interactions, no matter how complex, on a large scale. You can easily create and implement customer experiences that engage, inform, and facilitate transactions with your clients seamlessly. By integrating your data in real time, you can orchestrate the next optimal experience for your customers, ensuring that each engagement is consistently on-brand and delivered directly within your applications. This approach not only strengthens customer relationships but also contributes to a more dynamic financial environment.
Description
PriceMetrix offers data-driven insights specifically tailored for wealth management advisors and executives. By leveraging the largest retail wealth-management dataset globally, we empower firms in the wealth management sector to enhance their operations across numerous dimensions. Our platform merges industry data with sophisticated business intelligence, creating a seamless experience for users. Collaborating with financial advisors and wealth management firms, we focus on boosting productivity, enriching client experiences, and facilitating better decision-making, all while uncovering avenues for growth. Additionally, we provide immediate access to industry best practices, equipping clients with vital information that aids in the establishment of a robust and flourishing wealth management practice. Ultimately, our goal is to transform the way wealth management firms operate, ensuring they stay ahead in a competitive landscape.
API Access
Has API
API Access
Has API
Integrations
Coral
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25000.00/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
Dimply
Founded
2020
Country
Ireland
Website
www.dimply.ai/
Vendor Details
Company Name
McKinsey & Company
Founded
1926
Country
United States
Website
www.pricemetrix.com
Product Features
Product Features
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