Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Hapax is a dedicated AI platform tailored specifically for banks and credit unions, revolutionizing the way financial organizations access information, carry out workflows, and function within stringent regulatory frameworks. In contrast to generic AI solutions that merely overlay existing systems, Hapax is engineered from the outset as a single-tenant architecture that seamlessly integrates with an institution's internal data, documents, and processes, resulting in a bespoke “Intelligence Core” for each entity. By capitalizing on over a decade's worth of proprietary financial information, which encompasses thousands of documents, discussions, and regulatory resources, it provides precise, context-sensitive insights and responses that meet industry demands. Additionally, it merges generative AI with multi-agent workflows capable of automating intricate, institution-specific tasks such as compliance checks, fraud detection, policy formulation, and decision-making support, all while ensuring rigorous governance and accountability. With its unique architecture and extensive data capabilities, Hapax stands out as an innovative solution in the financial sector.
Description
A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.
API Access
Has API
No
API Access
Has API
No
Integrations
Capacity
No
Cyclr
No
Denim Social
No
Facebook
No
HubSpot CRM
Yes
Insider One
No
LinkedIn
No
Model Context Protocol (MCP)
Yes
Salesforce
Yes
Slack
Yes
Integrations
Capacity
Yes
Cyclr
Yes
Denim Social
Yes
Facebook
Yes
HubSpot CRM
No
Insider One
Yes
LinkedIn
Yes
Model Context Protocol (MCP)
No
Salesforce
No
Slack
No
Pricing Details
$2.50 per credit
Free Trial
No
Free Version
No
Pricing Details
$69 per user 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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Hapax
Founded
2024
Country
United States
Website
www.askhapax.ai/
Vendor Details
Company Name
Total Expert
Website
totalexpertinc.com
Product Features
Product Features
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Email Marketing
Yes
Flyer / Catalog Printing
Yes
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes