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Description
The Trading Platforms enable comprehensive oversight and management of sales processes pertaining to banking, financial, and insurance products, leveraging an in-depth comprehension of various channels and seamless integration with back-end systems, both administrative and managerial. To effectively navigate the traditional "physical" barriers that have historically constrained the three primary operational domains, it is essential to implement a cohesive management approach. These platforms also incorporate features aimed at enhancing customer relationship management, addressing all front-end requirements through various interfaces such as tellers, call centers, and financial advisors. Additionally, there is a strong emphasis on innovation in portfolio modeling and sales planning, which serves as a vital information repository that supports the channels area. This repository aggregates and synthesizes all relevant data and events processed by the back-end systems, ultimately driving strategic decision-making and operational efficiency. By prioritizing these innovations and integrations, organizations can significantly improve their sales processes and customer engagement.
Description
Engineered specifically for overseeing your sales initiatives, this platform offers three distinct systems that together create a comprehensive ecosystem management solution. Its modular design allows for the flexibility to choose only the necessary components while easily integrating additional features and tools as needed. It is tailored to effectively handle every facet of both indirect and direct sales initiatives. The MYSPIISEE ecosystem management platform eliminates the need for multiple software solutions and cumbersome processes, ensuring an optimal user experience throughout. Whether you choose to integrate your back-end systems with Spiisee’s front-end interface or use Spiisee as a standalone solution, you will consistently access real-time sales insights from a unified source of truth. Additionally, Spiisee's Omni-sales software is crafted to harmonize sales teams, mitigating conflicts by uniting all sales programs within a centralized framework. The management tools provided by Spiisee simplify the process of establishing custom workflows and reporting, catering to the needs of both direct and indirect sales efforts. Overall, this innovative system not only enhances operational efficiency but also drives measurable growth in sales performance.
API Access
Has API
API Access
Has API
Integrations
Adenza
Boomi
Cloudera
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Lynxspa
Country
Italy
Website
www.lynxbroker.com/software-tools/trading-platform/
Vendor Details
Company Name
Spiisee Software
Country
United States
Website
www.spiisee.com
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management