Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Customer satisfaction is crucial, and the primary aspect of achieving it lies in comprehending your clients. Jinnee gathers and evaluates all inquiries to deliver essential insights regarding the preferences and requirements of your clientele. Continuously evolving, Jinnee seeks to enhance its capabilities and adapt as it assists you in your endeavors. Over time, you can monitor Jinnee's learning progress, modify its responses, and potentially devise new strategies based on identified trends. Functioning as a virtual financial advisor, Jinnee is poised to support your clients with their various needs. They will now have the ability to pose questions and receive answers in mere seconds. With Jinnee integrated into your services, there's no longer a need to remain online to review last month's restaurant expenditures. Whenever you require expert guidance on effective saving strategies, deposit options, improved budgeting, or similar concerns, Jinnee will present relevant financial solutions and products tailored to your needs. This innovative approach ensures that your clients receive timely assistance while you can focus on other important matters.
Description
audius:Finance integrates the broad advantages of Microsoft Dynamics 365 with the specialized needs of various financial service providers into a unified solution. This platform is suitable for asset managers, investment product developers, insurers, and real estate professionals, enabling them to customize their CRM systems with additional modules that suit their unique business models. It enhances the efficiency of recurring tasks such as customer meetings, legal inquiries, and reporting losses or damages. Our commitment to developing tailored software solutions ensures that we keep pace with the latest operational and legal standards. We provide the ideal add-ons for every function, allowing your system to remain adaptable, scalable, and current. You only pay for what you actively utilize, making audius:Finance a cost-effective solution designed to facilitate the specific operational needs of financial service providers. This way, businesses can focus on their core activities while relying on a robust support system tailored to their industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Jinnee
Country
United States
Website
jinnee.co
Vendor Details
Company Name
audius
Country
Germany
Website
www.audius.de/en/software/industry-solutions/audius-finance
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No