Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.
Description
Rapidly create RPA playbooks to support customer, employee and other workflows. Download, Customize, and Integrate bots. eCommerce bots and RPAs can increase conversion. Automate customer engagement at every stage of the customer's purchase journey. Software robots can be used to automate, organize and build front-office tasks. Acquisition Bots to lower the cost of customer acquisition. Contextual bots for journey continuation from various traffic sources. Optimize conversions for low-performing traffic channels. There are 50+ pre-made front-office bots and 6 RPA playbooks. This number is growing quickly. tapCLIQ's Interactive messaging provides a superior user experience by personalizing messages to users' micro-moments for greater mobile engagement and action. TapCLIQ's Interactive messages will allow you to maximize the potential to drive growth at all stages of your prospect and customer lifecycles.
API Access
Has API
No
API Access
Has API
No
Integrations
Northstar Risk
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Enfusion
Founded
1997
Country
United States
Website
enfusion.com
Vendor Details
Company Name
tapCLIQ
Founded
2012
Country
United States
Website
www.tapcliq.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
No
Product Features
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No