Alternatives to AlphaStream

A software-as-a-service platform designed to enhance banks' competitive edge and market presence by offering tailored digital experiences and insights that drive revenue. Develop a unique digital journey for your clientele that presents sales opportunities in real-time, fully personalized, and contextually relevant. The pricing model is notably advantageous when compared to similar offerings available in the industry. This platform is engineered for rapid deployment, ensuring seamless integration with current systems. It serves as a holistic 360° solution that elevates customer interactions while fostering business growth. Through the analysis of customer data, Fivvy equips banking users with valuable insights into their spending, savings, and investment trends. This data-driven approach empowers financial institutions to adopt innovative tools that deliver a more tailored experience and effective solutions centered around the customer. Concurrently, it maximizes the value derived from their user information. In an ever-evolving landscape, don't fall behind; leverage your data to enhance loyalty and stay competitive. Embrace change and transform your banking services to meet the dynamic needs of your customers.

Enhance consumer engagement and empower individuals with actionable insights, tailored messaging, and customized product offers that drive higher conversion rates. Our GenAI-driven customer data platform equips every member of your organization with the ability to conduct sophisticated data analytics for marketing, segmentation, and monitoring of your customer base. Utilizing AI-enhanced transactional data insights, we deliver a comprehensive understanding of applicants' financial situations to support credit evaluations and manage the lending lifecycle effectively. With over 50 billion transactions processed, our AI technology continuously evolves to improve accuracy. Our leading-edge categorization capabilities set us apart in the market. Boasting a remarkable first connection success rate of 98.2% and a 99.99% service level agreement for uptime, we ensure a dependable experience for your customers, allowing you to concentrate on scaling your business. This commitment to excellence not only enhances customer satisfaction but also fosters long-term loyalty.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

i2i Logic merges top-tier corporate financial information with your company's performance data to provide valuable insights that enhance market engagement for your frontline teams. This wealth of analytics and information is accessible through a digital platform designed for use by corporate bankers and advisors both at their desks and in direct client interactions. Typical users encompass relationship managers, market analysts, supply chain and transactional bankers, along with credit teams, bank executives, and corporate advisors outside of banking. The platform facilitates automated, data-driven prospecting across hundreds of thousands of companies and numerous industry profiles. It also offers an analysis of financial and operational metrics that includes dynamic benchmarking against industry standards and peers. Additionally, it features conversation modules that can be shared with clients, covering topics such as capital requirements, debt structuring, liquidity considerations, market trends, and transaction banking services, thereby fostering more informed discussions. Overall, i2i Logic serves as an essential tool for empowering financial professionals to make data-informed decisions.

Enhance your customer interactions through highly tailored, cross-channel experiences. With 72% of consumers engaging solely with personalized marketing, a one-size-fits-all approach is outdated. SmarterHQ simplifies the process of addressing the unique needs of each customer on a large scale. Achieving effective automation for precise personalization can be quite challenging when dealing with internal teams, various data sources, and multiple interaction channels. This is where our expertise comes into play. We enhance customer identification and outreach by an impressive average of 202% for our clients by capturing anonymous visitors without requiring them to sign in. Our platform is built on a robust Customer Data Platform (CDP) framework, with a focus on customer identity resolution, enabling us to amalgamate critical online and offline information into a cohesive view of each customer, regardless of their interaction points. Additionally, our user-friendly marketer interface allows for easy identification of highly specific target audiences based on product and category interactions, traffic sources, levels of engagement, AI-driven insights, and more, ensuring that your marketing efforts are both effective and efficient. By leveraging such capabilities, businesses can significantly refine their marketing strategies and ultimately enhance customer loyalty.

The Agile Marketing Platform for Financial Services Financial Institutions can use our services to deepen customer relationships, increase share of wallet, and increase loyalty. We allow them to easily execute personalized campaigns through all channels, at scale. Prisma Campaigns, an intelligent omnichannel orchestrator, can be used for online banking, mobile banking, email, SMS, and other channels. It uses customer data to allow FIs deliver targeted and personalized campaigns that are relevant, personal, and contextual at every stage of the customer journey. From insights to action Effectively orchestrate segmented real-time campaigns. 1-to-1 personalized messages Increase conversion rates by delivering personal and contextual messages All-in-one platform All your channels can be managed from one place: mobile, web and email. Integration is fast and simple Our SDK is easy to use and you can go live in 6 weeks. #BeRelevant

Utilize the Revotas marketing automation platform to orchestrate campaigns that are responsive to real-time consumer actions. This innovative platform empowers you to execute highly effective and efficient marketing initiatives across various channels, including mobile, email, social media, and paid search. By harnessing the capabilities of Revotas, you can elevate the customer journey experience and enhance personalization like never before. With insights drawn from consumer behavior data, you can significantly improve customer experiences and boost conversion rates. Focus on identifying your most valuable subscribers and engaged consumers, allowing you to deliver tailored messages that enhance their lifetime value. Embrace a consumer-centric, data-driven strategy that automatically personalizes communications for each individual, fostering increased engagement and brand loyalty. Furthermore, by predicting purchasing behaviors and employing AI technologies, you can dynamically adjust marketing efforts in real-time, ensuring relevance to individual consumer actions and preferences. In this way, the Revotas platform not only streamlines your marketing processes but also cultivates deeper connections with your audience.

Rightfoot offers a secure way for millions of users to connect to both business and personal accounts without the hassle of logging in. By utilizing our unique technology, we remove the need for customers to remember multiple passwords for their various financial accounts. Rightfoot brings clarity to previously hidden accounts, providing a detailed overview of your customers' financial situations. Since the last update from credit bureaus, a customer's financial status may have significantly shifted. By accessing the most accurate data available, Rightfoot empowers you to make informed underwriting choices. Evaluate creditworthiness with insights into chargebacks, payment disputes, and additional factors. Enhance customer experiences by mitigating the typical 40% drop-off rate in the industry. Furthermore, tap into detailed financial data at the customer level to tailor your product offerings precisely. This level of customization can lead to increased customer satisfaction and loyalty as they feel more understood and catered to.

We are transforming the financial technology environment into a welcoming space. Gone are the days of arduous 'digital transformation journeys' that require complete overhauls. Instead, we offer a low-code, plug-and-play model that allows our products to be immediately effective for your needs. Our mission is to empower banks and insurance companies to prioritize their customers by providing innovative solutions and products. Today's customers demand seamless interactions, smooth interfaces, and intuitive data flows—all while keeping a personal touch intact. Financial institutions are discovering the importance of viewing their customers as individuals before categorizing them as clients. Although this is a challenging shift, FintechOS offers an adaptive data core that can assimilate various data points from both your internal systems and external sources, enabling you to lead the way in data-driven decision-making, customized customer experiences, and specialized offerings. By embracing this approach, organizations can create lasting relationships with their clients and foster loyalty in an ever-evolving market.

Blueshift empowers brands to engage customers on a 1:1 level by turning data and intelligence into effortless, actionable insights across every channel. Our all-in-one platform combines a customer data platform, AI-based decision-making, and a cross-channel marketing hub giving brands everything they need to seamlessly deliver personalized, real-time experiences throughout the entire customer journey. With an integrated customer data platform and cross-channel marketing hub, Blueshift equips brands with everything needed to deliver seamless, real-time 1:1 experiences throughout the entire customer journey.

Streamline your marketing efforts by minimizing the reliance on numerous platforms, enabling you to manage your digital channels effectively while consistently providing outstanding experiences. Tailor user interactions by segmenting your audience and presenting them with highly personalized content at the right moment and location for true hyper-personalization. Our platform, founded on dependable open-source technologies, supports swift development and seamless third-party integrations. Foster a cohesive brand experience throughout your digital ecosystem, encompassing everything from websites and mobile applications to voice interactions and various marketing channels. With our innovative component-based content management system, you gain control over every aspect of your user experience. Discover the factors that enhance user engagement, which in turn boosts revenue and fulfills other important goals. Transform potential customers into actual sales through responsive designs, quick loading times, streamlined one-page checkouts, and a variety of features meticulously crafted to elevate your financial success. Ultimately, embracing this holistic approach can revolutionize your digital strategy and drive significant growth.

Parafin delivers the essential connective framework that strengthens and sustains financial services. We manage various aspects such as sourcing, underwriting, origination, servicing, compliance, and risk management, among others. Our journey begins with exceptional underwriting practices. Utilizing advanced machine learning models, we analyze data from millions of businesses spanning diverse industries to assess eligibility for offers and optimize the experience for merchants. Additionally, we have developed a sleek, white-labeled user interface that integrates effortlessly into your current platform. We assume the risk and guarantee that our offerings adhere to a multitude of government regulations. By expertly navigating the intricacies of capital markets for you, we ensure a smooth operational flow. Collaborating with top-tier financial institutions, including Jefferies and Silicon Valley Bank, allows us to maintain a consistent influx of funds to support your merchants. Beyond merely providing a framework, our all-inclusive solution delivers a comprehensive financial services program tailored to meet your needs. In essence, we empower businesses through seamless access to capital and compliance, enhancing their overall functionality and market presence.

Introducing the most intelligent fintech platform for innovative thinkers. If you possess a groundbreaking idea, we provide the necessary platform to bring it to fruition. Our customizable digital finance software-as-a-service (SaaS) enables you to swiftly launch and monetize fresh solutions tailored for your clientele. Whether you require cards, financing products, or bank accounts, you can select from Toqio's diverse offerings to create a distinctive market proposal. You can either utilize our pre-integrated fintech and financial service partners or seamlessly connect your own solutions to the Toqio ecosystem. Our white label SaaS platform empowers you to showcase your brand with a personalized aesthetic and user experience that reflects your vision. Toqio hosts and manages all applications, allowing clients to leverage our continuous stream of innovative products. Developing your new financial application becomes a straightforward, quick, and affordable process. With our readily available fintech SaaS platform and marketplace, innovation is more accessible than ever. Now you can access comprehensive products required to compete with the leading figures in the fintech industry and transform your ideas into reality.

HCL Unica is a robust, AI-driven enterprise marketing platform that handles all your marketing needs. From planning and executing campaigns to real-time personalization and analysis, Unica empowers marketers with advanced automation. It supports a broad range of channels, including email, SMS, WhatsApp, social media, direct mail, kiosks, and ATMs. Unica offers exceptional scalability and flexibility, deployable in the cloud or on-premises, and easily integrates with existing marketing technology. Its comprehensive suite provides top-tier solutions for campaign management, customer journey orchestration, audience segmentation, and omnichannel personalization, allowing for hyper-personalized, data-driven marketing at scale.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

ADARA Cortex represents the latest advancement in our suite of data products and services, providing invaluable traveler intelligence to enhance hyper-personalization across all of your digital marketing channels. By utilizing real-time insights on travel intent and consumer purchase preferences drawn from a vast pool of over 850 million active traveler profiles within ADARA's Data Co-op, it focuses on activities occurring beyond your brand's immediate scope. This powerful tool enhances digital marketing efforts and boosts ROI across various consumer engagement platforms, including programmatic advertising, search, social media, television, email, and websites. For instance, a prominent airline has effectively employed ADARA data to refine their bidding strategies for paid Google Search, resulting in a 29% reduction in cost-per-acquisition for unbranded keywords and a remarkable 95% increase in click-through rates. With the Cortex Catalog, data sets within ADARA Cortex are meticulously curated to meet your specific requirements, and the platform is designed to be user-friendly, allowing you to effortlessly explore, assess, and implement your chosen data sets. Furthermore, this innovative approach not only enhances marketing effectiveness but also positions your brand to better understand and respond to evolving consumer behaviors in real time.

Wyng is a leading Privacy-First Marketing Platform. Wyng is built on a privacy-by-design API and zero-party data API. It makes it easy for brands and enterprises to deliver customer experiences which are always relevant, welcome, and compliant. Wyng is used by more than 250 brands and businesses to build trusting relationships with their customers. Create your own custom interaction or choose from dozens Wyng templates to engage customers, collect data and build trust. More relevant, engaging experiences increase conversion, collect data, build loyalty and increase purchases. Create world-class experiences with your brand in minutes. Instantly personalize and gain insights using accurate, clear zero-party data. Consent-driven, zero-party data produces better results without privacy concerns. Wyng services will help you accelerate your team and use flexible enterprise-grade tools that can keep up with the pace of the market.

As the premier partner in currency technology, our reputation is built on the trust of some of the most prominent organizations globally, which is reflected in our name. Over 200 of the world's leading and most innovative entities rely on our services. Our subscription-driven SaaS platform and transactional network form a crucial part of their operational framework, addressing needs in payments, pricing, trading, and risk management. Our adaptable cloud-based SaaS technology guarantees the most dependable trading solutions available, with the flexibility to grow alongside your business goals. Designed with a comprehensive workflow, our platform efficiently supports liquidity aggregation, risk management, and essential FX operations at a consistent subscription rate. We cater to banks, brokers, and cross-border payment companies, providing both internal and external currency services along with trading solutions. Additionally, we facilitate access to the expanding cryptocurrency sector, ensuring an institutional-grade trading experience characterized by reliability and performance. With our innovative technology, organizations can confidently navigate the complexities of the global currency market.

Marketing tunnel vision and solutions that don't work are gone. Say hello to a flexible, turnkey platform that makes it easy to make seamless, omnichannel experiences for every customer, from the first to the last touchpoint. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. You can track the journey of each lead and customer to ensure you know their preferred messaging, purchase history, and background. Predictive analytics Use true artificial intelligence (AI) to take control of your customer's lifetime worth. Forecasts are based on behavioral data and historical sales.

eCommerce platform for email and social marketing automation. Remarkety is a top eCommerce Data-Driven Marketing Platform that allows segmentation and personalization based upon shopping behavior and past purchases. Remarkety allows you to segment and target customers with personalized product recommendations, personalized coupons and win back inactive clients. You can also recover abandoned carts and capture more visitor email addresses using popups. You can also create reward programs. You can test, iterate, and improve your results with eCommerce analytics. Remarkety's dashboard displays all the important metrics and KPIs that are necessary for your success. Our service allows you to combine your eCommerce data, shopping behaviour and predictive algorithms to create effective campaigns that increase LTV or optimize conversion rate.

Frizbit is a multichannel Marketing Orchestration Platform that helps marketing teams of transactional online businesses bring their customers back on their websites. Internet companies can send personalized and optimised engagement messages to their users via Frizbit. This is done by sending automated and hyper-personalised messages that are based on user behavior on both mobile and desktop devices. It allows marketers to create automated messages for each stage of their journey, such as cart abandonment and product retargeting. These personalized messages can be sent multi-channel via web push notifications, sms, email channels, or it can also be connected to other channels like facebook messenger, whatsapp, or slack through webhooks. These are essentially retargeting campaigns but without ads. It helps to recover lost conversions, increase revenue, retain users, and provide lifetime value on their apps or websites.

rgOne, a comprehensive solution from Redpoint Global, provides a centralized platform that enables you to link customer information and carry out marketing initiatives seamlessly. This empowers your customers to enjoy the real-time, highly personalized interactions they expect. Gather extensive insights about each individual customer to develop an accurate and up-to-date Golden Record. Craft tailored offers, actions, and messages that reflect the specific context and timing for each customer. Ensure a cohesive and individualized experience across all interaction points with your customers. Thanks to our adaptable cloud framework and open garden strategy, you maintain control over the process. This deployment aligns with your enterprise objectives while addressing your security requirements. Transition from broad marketing strategies to real-time, one-to-one personalized marketing approaches. With rgOne's exceptional features in customer data management, automated machine learning, and smart orchestration, you can harness the full potential of your marketing efforts and drive impactful engagement. As a result, your organization can enhance its customer relationships and achieve better business outcomes.

LTV.ai is an innovative marketing platform that harnesses the power of AI to elevate customer interaction and drive sales for ecommerce brands through highly tailored email and SMS campaigns. By scrutinizing customer data, including factors like location, buying patterns, and feedback, LTV.ai empowers businesses to craft messages that are uniquely suited to each individual. Among its standout features are contextualized one-to-one personalization, tailored product suggestions, AI-fueled proactive segmentation, optimized coupon strategies, intelligent conversation management, and active feedback collection. These functions are designed to enhance repeat purchase rates, increase revenue per communication, and boost sales through owned channels. Our advanced AI not only utilizes current customer segments but also actively discovers new ones, providing businesses with a more profound insight into their audience. This ensures that customers receive the most suitable products at the right moment, accompanied by personalized rationales for their selections, ultimately enriching the overall shopping experience.

SellitPics is an innovative cloud-based platform designed to generate automated, highly personalized image messages that can enhance your client acquisition and boost sales across Facebook, LinkedIn, email, and landing pages. With SellitPics, the process of crafting dynamic images has become significantly simpler. This powerful tool can help you achieve up to three times more responses, a staggering 325% increase in conversions, and ultimately drive more sales from each message dispatched. It's the ideal solution for converting outreach efforts into tangible results consistently. Marketing surveys indicate that agencies and service providers experience superior outcomes when engaging in direct client prospecting via LinkedIn and Facebook compared to other methods. For agencies, service providers, and business clients, effective direct outreach can dramatically elevate a business's success, as securing just one ideal client can propel growth to unprecedented heights. Consider identifying local or global businesses that align with your services, and if you already have existing customers, don't overlook their competitors; they could be excellent additions to your outreach strategy. Expanding your target list can open new avenues for success in your marketing efforts.

Quiltt provides a comprehensive consumer fintech infrastructure that enables anyone to create cutting-edge financial solutions effortlessly. This is achievable without complexity. We have meticulously woven together the essential tools that innovators require to swiftly introduce customer-oriented features such as account linking, budgeting tools, bill management, and more, significantly reducing both time and costs. The Quiltt Connect feature is an embeddable user interface module that offers a rich, contextual financial overview of your clientele. Utilizing the robust Quiltt GraphQL API, Connect is seamlessly integrated with Plaid's top-tier bank data network and Spade's advanced transaction enrichment capabilities. Integrating Connect into your product is as simple as adding a few lines of code, allowing your team to concentrate on developing your key innovations while enhancing the user experience. With Quiltt, launching a financial product that meets modern demands has never been easier.

Experian offers businesses access to a robust portfolio of consumer-focused services aimed at enhancing engagement and boosting customer loyalty. With features like credit monitoring, financial management tools, identity restoration, and privacy solutions, Experian enables businesses to empower their customers with the tools needed to protect and improve their financial health. Whether through APIs, white-label solutions, or branded offerings, Experian's solutions are designed to fit seamlessly into your existing platforms. Experian’s Partner Solutions allow you to build targeted, high-demand services such as identity protection and credit education, driving consumer satisfaction and increasing retention. These solutions also come with flexible delivery options, ensuring quick integration and improved time-to-market.

Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.

Imagine a future where precision and correctness are achieved through advanced AI technology, enabling businesses to bring their products to market with greater speed and simplicity, while also enhancing customer acquisition through personalized lending solutions and superior experiences; this is the reality that Lentra embodies. Lentra is a revolutionary platform designed specifically for the financial sector, meticulously crafted to meet every expectation of modern financial institutions. It offers a ready-to-use solution that can be deployed swiftly, featuring tailored customer journeys supported by a microservices architecture. With a pay-per-user or transaction SaaS model, there is no upfront capital expenditure required, ensuring accessibility for all types of organizations. The platform operates continuously, backed by dedicated data centers and reinforced by a robust, secure infrastructure. Its API-driven approach allows for seamless integration with third-party services, while horizontal scaling capabilities enable it to adapt to growing demands. Covering a wide range of lending needs from personal loans to credit cards, Lentra also empowers merchants to become effective cross-sell agents, proving itself as a comprehensive solution for any financial institution. This innovative platform not only enhances operational efficiency but also transforms the way lending is approached in the industry.

Your business needs predictable, profitable results. Your customers deserve highly personalized omnichannel experiences. Unify customer data and eliminate silos through an API and open architecture to enable intelligent omnichannel engagement. Rapidly aligns business goals with industry-specific customer engagement strategies crowdsourced by leading brands. True 1:1 customer personalization across all channels and devices for increased omnichannel engagement, retention, and loyalty. To scale 1:1 personalization and optimize business results, AI and predictive analytics are integrated with marketing execution. Cross-channel execution is simplified and marketing operations are streamlined to optimize the customer experience across all channels. You can communicate with your customers in a completely personalized way across all channels with optimized content for email and direct mail.

Aging infrastructure creates challenges and high costs for market accessibility. We embarked on our journey within the prime brokerage sector, an area that has seen little genuine innovation over the past several decades. Our technology-driven platform has transformed the traditional prime brokerage experience by enhancing client access, expediting processes, and elevating service standards. Our goal is to extend this transformation to all capital markets, catering to every kind of investor, including institutions, active traders, market-makers, and fintech applications. Our adaptable prime brokerage platform delivers superior clearing and custody solutions, accommodating firms of all sizes, varying return profiles, and diverse strategies. We empower you with pristine data, enabling quicker and more informed decision-making. Additionally, our unique securities lending and funding platforms have facilitated the creation of broad distribution networks that effectively address the liquidity demands of both clients and borrower counterparties. This commitment to innovation not only enhances our offerings but also sets a new standard in the market.

Accessing data from any source in real-time opens up limitless opportunities for personalization. You can create sophisticated in-email features such as live video streaming, real-time animated charts, current inventory updates, and contextually pertinent offers, among other options. With the complexities already inherent in your production process, Liveclicker’s personalization platform simplifies everything through an intuitive copy-and-paste method, a user-friendly interface, a wide array of partner connections, and exclusive integrations with top email content creation tools. By merging behavioral data from your website or mobile app with email engagement metrics, you can enhance the relevance of any promotional or triggered message. Additionally, effortlessly integrate with your preferred Email Service Provider to implement more effective and dynamic segmentation strategies, making your marketing efforts even more impactful. The result is a more tailored experience for your audience that can significantly improve engagement rates.

WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.

Enhance your website to captivate visitors and boost conversion rates with tailored experiences. Proof Experiences empowers inDinero's marketing team to customize indinero.com for every individual visitor effortlessly, eliminating the need for any coding skills. This strategy has led to a remarkable 162% increase in content downloads and a 23% rise in proposal submissions. With this tool, personalizing indinero.com is a straightforward process that allows the marketing team to modify text, images, and calls-to-action seamlessly, regardless of the platform used for the site. By utilizing templates, adding new personalized sections becomes a quick task, ensuring that the design team is satisfied with the aesthetics. Additionally, users can track which personalized experiences resonate most with audiences, as well as measure the effectiveness of their initiatives through Proof or by integrating data with their preferred analytics platform. Understanding the nuances of visitor preferences enables the creation of tailored experiences that cater to various audience segments based on their behaviors and stages in the buying journey. Ultimately, this data-driven personalization not only enriches user engagement but also fosters a deeper connection with potential customers.

Transform your product into a powerful engine for growth. Provide the seamless, product-focused experiences that users seek and accelerate your business with Appcues. Enhanced user experiences pave the way for quicker and more lucrative growth, which is precisely why we created the Product-Led Growth Platform. Appcues simplifies the process of delivering outstanding user experiences at scale while aligning your organization with the product as its strongest growth driver. From the initial assessment to user advocacy, Appcues empowers businesses to craft product experiences that foster satisfied customers and sustainable growth. Captivate users with tailored onboarding journeys that leave a lasting impression. Effectively onboard and activate users by captivating, informing, and guiding them swiftly to realize value. Boost feature engagement and adoption rates by designing timely, contextual prompts and walkthroughs that resonate with users. By prioritizing user satisfaction, you can ensure long-term success in a competitive marketplace.

Enhance the experiences of your customers and prospects throughout their journey by utilizing Actito's Activation Platform. With its capabilities in real-time personalization and omnichannel marketing automation, Actito empowers you to send the perfect message at the ideal moment through the most effective channels. This will help you boost conversions and drive revenue growth. Gather and integrate all your data sources in one centralized location to optimize your engagement tools while adhering to GDPR guidelines. Personalize your interactions by addressing customers by name and offering them customized deals that are both relevant and timely. The sophisticated Actito data model allows you to react in a precise and intuitive manner, catering to your customers' preferred methods of interaction. Develop tailored marketing initiatives that focus on the specific needs of each customer, ensuring an ongoing dialogue throughout the entirety of the relationship. Feel free to experiment with all your concepts, no matter how unconventional, and launch creative campaigns that convey a direct and personal message at the most opportune moments. By doing so, you will not only engage your audience more effectively but also foster long-term loyalty and satisfaction.

We empower exceptional Go-to-Market teams™ to revolutionize the way your organization drives revenue. Terminus is designed specifically for sales and marketing teams that prioritize revenue generation over mere lead acquisition. At the heart of Terminus lies our Data Studio, which enables you to easily identify and rank the most suitable targets using firmographic, intent, engagement, psychographic, and relationship insights. With Terminus, you can craft tailored messages for the appropriate audiences, regardless of their location. Create synchronized experiences across various platforms, including display and social media advertising, chat, email, and web personalization. By effortlessly integrating all of your account data, Terminus ensures that your go-to-market teams remain in sync from the initial contact through to renewal and expansion. It automatically notifies sales teams of significant engagements, centralizes account details, and enhances pipeline forecasting, thereby speeding up the opportunity for growth. As a result, your organization can achieve a more streamlined and efficient approach to revenue generation.

Convert Experiences is the A/B testing platform that delivers enterprise-grade experimentation without the enterprise baggage. For over 15 years, Convert has helped growth marketers, e-commerce teams, and agencies run reliable, flicker-free experiments that scale with their business. From classic A/B and multivariate testing to split URL and personalization campaigns, Convert makes experimentation fast, accurate, and frustration-free. With 90+ integrations (Shopify, GA4, WordPress, WooCommerce, Segment, and more), Convert adapts to modern stacks and supports both marketers and developers. Our Visual Editor lets teams launch experiments without waiting on developers, while advanced targeting and revenue tracking ensure clean, trustworthy insights. Privacy is at our core: Convert is GDPR compliant, HIPAA/CCPA-ready, and never resells data. Pricing is transparent, predictable, and fair — no hidden fees or nasty surprises. And when you need help, you’ll find it fast: real human support via live chat, email, and dedicated agency-friendly support. Our SmartInsert technology eliminates flickering across both frontend and backend experiments, while 40+ stackable targeting filters and robust APIs enable sophisticated test deployment. Convert’s comprehensive toolkit includes real-time QA through Live Logs & QA Wizard, built-in hypothesis prioritization frameworks, and automated collision prevention—all backed by expert support to help you launch tests in under 30 minutes.

OpenText Core Web Optimization is a comprehensive web personalization and testing platform that enables organizations to craft, test, and launch highly targeted web experiences. Leveraging audience segmentation and advanced targeting, the platform facilitates precise delivery of content that resonates with diverse visitor segments. It offers robust A/B and multivariate testing to optimize user engagement and conversion rates efficiently at scale. Integration with OpenText Web CMS and Google Marketing Platform allows seamless syncing of customer data, enhancing audience differentiation and contextual analytics. The platform supports flexible deployment with both SaaS and managed service options to minimize downtime and maintain service continuity. Teams benefit from detailed custom reporting that tracks visitor behavior, engagement, and conversion, enabling informed decision-making. OpenText Core Web Optimization also delivers tailored experiences across all device types, emphasizing mobile-first optimization through continuous testing. Overall, it empowers marketers and developers to accelerate time to market while maximizing digital marketing ROI.

Enhance the effectiveness of your email and marketing initiatives by tailoring them to individual preferences, potentially doubling your response rates. By leveraging real-time data, you can strategically target customers according to their primary interests, thereby boosting your marketing revenue. Personalize evaluates the digital behaviors of each contact in your database to highlight their leading interests. Our advanced AI technology analyzes various metrics such as time spent on a page, visit frequency, and recency to deliver immediate insights. With Personalize, you can pinpoint what captures each customer's attention at any moment, enabling you to promote the most relevant products or services precisely when they are needed. This approach not only optimizes your sales and marketing strategies but also maximizes the revenue potential from your existing customer base, ensuring every outreach is impactful and meaningful. Ultimately, adopting this level of personalization can transform your marketing efforts into a more successful and engaging experience for your clients.

iFOLIO serves as a cloud-driven digital engagement platform that revolutionizes sales and marketing in our increasingly virtual environment. It enables users to surpass pipeline and revenue objectives while swiftly addressing buyer expectations through enhanced engagement. With just a few clicks, you can provide captivating, brand-aligned information and effortlessly update the same link or create and personalize duplicates. Whether sharing rich content one-on-one or broadcasting to larger audiences, you can craft tailored visual campaigns that resonate. Gain insights into who has accessed your link, the duration of their engagement, and their specific interests, allowing you to prioritize leads using cutting-edge sales intelligence. You have the flexibility to personalize a link or generate a custom URL for a website, with options for public, private, or password-protected access. Elevate your presentations using rich media, set yourself apart in introductions, and address client inquiries through effective digital communications. Additionally, you can mentor your team with the iFOLIO leaderboard, energize your proposals, and take proactive steps using real-time sales intelligence. Finally, assess engagement levels with patented heat maps and harness advanced analytics to boost conversion rates. This comprehensive approach ensures that your sales and marketing efforts are not only efficient but also effective in achieving your goals.

Our platform for behavioral segmentation and personalization, driven by AI, demonstrates how to harmonize your content, messaging, and branding with customer expectations for a more significant impact. Regardless of whether you are targeting a singular customer type or multiple groups, our scientifically-backed, human-centered insights can assist nearly everyone on your team. Established by seasoned technology professionals, Power Personas aims to simplify the challenges posed by B2B software applications, ensuring they address everyday issues without complicated learning processes or overwhelming information demands. If you represent an agency, design firm, development studio, or sales and marketing consultancy that develops personas or Ideal Customer Profiles (ICPs) for your initiatives, we believe our solution can help you save both time and resources while providing a more comprehensive and actionable understanding than what you currently possess. Power Personas was specifically designed to address these challenges, streamlining the creation of data-driven personas to be both quick and affordable, ultimately enhancing your project's efficiency and effectiveness. With our platform, you can unlock deeper insights into your audience, empowering your team to make informed decisions that resonate with your target market.

Mobiz is an SMS marketing platform that aims at making SMS marketing more powerful and flexible than email. Their interface allows users to create mobile landing page campaigns that engage, convert, optimize customer communications. Mobiz allows users to send highly personalized SMS landing pages to a segmented customer base based on their location, gender, demographics and language. Users can also set up custom filters or create account balances. Personalized landing page campaigns based on customer data can increase engagement. Our platform is easy to use, code-free, and feature-rich. Your customer database can be used to create and send dynamic landing pages that are personalized and personalized. This will increase e-commerce engagement, and improve conversion rates. SMS delivery is a great way to increase your reach and improve your conversion rates. Mobile marketing will be revolutionized by SMS and personalized landing pages. They can be read in 3 minutes and have 98% open rates.

Next Best Action serves as an established AI recommendation engine utilized by major banks and insurance companies worldwide, continuously evolving through our extensive network of clients, customer data, and financial offerings. It fulfills the demand for crafting tailored customer journeys by providing seamless omnichannel digital interactions. ABAKA facilitates this digital transformation through our cloud-based Enterprise SaaS platform, which features a collection of modular and customizable applications. This solution is engineered to seamlessly integrate with a client's existing internal systems, business protocols, and customer interaction needs, ultimately enhancing their digital customer experiences and driving revenue growth. By delivering sophisticated customer insights and intelligent prompts, it enables financial institutions to anticipate which messages and content will foster positive customer reactions, leading to improved engagement, retention, product conversion rates, and opportunities for upselling. Furthermore, the adaptability of our platform allows businesses to refine their strategies based on real-time data, ensuring they remain competitive in a rapidly evolving marketplace.

Humanlinker stands out as a state-of-the-art AI sales assistant designed to propel revenue teams beyond their sales targets through tailored prospecting and streamlined meeting readiness. Elevate your sales pipeline and increase your deal closure rate with this innovative tool. More than just a typical sales solution, Humanlinker acts as your dedicated AI partner, empowering you to thrive in a competitive landscape. Within moments, engage prospects with unparalleled personalization, utilizing our hyper-contextual sales copywriting that includes customized icebreakers and AI-generated insights for LinkedIn interactions. Enhance your outreach strategy by ensuring visibility to potential clients, creating lasting first impressions, and boosting your meeting scheduling success. Our AI efficiently researches prospects and composes customized emails, guaranteeing that your outreach resonates with them. Humanlinker enables you to craft highly personalized messages that are not just sent but also receive replies. Eliminate the tedious hours spent searching for prospect information and email confirmations; with Humanlinker, all the laborious tasks are handled seamlessly, allowing you to focus on building relationships and closing deals. Embrace a new era of sales efficiency and effectiveness with Humanlinker by your side.

G-CLIP is an advanced, cloud-based platform that enables corporate clients of financial institutions to efficiently monitor cash balances across various subsidiaries and currencies, while also facilitating the allocation of those funds into a range of cash-equivalent investments, including money market funds and time deposits. In addition to enabling clients to invest their surplus cash in approved options, G-CLIP provides valuable insights into risk exposure through an easy-to-use analytics suite. Developed by FO2, G-CLIP is rooted in a deep understanding of client requirements, product fundamentals, regulatory frameworks, and market dynamics, which collectively enhance liquidity and foster greater transparency within a single, user-friendly liquidity portal. Furthermore, G-CLIP can function as a standalone, turnkey solution or seamlessly integrate with other FO2 modules, thereby enriching the user experience while simultaneously boosting the financial institution's operational capabilities and return on investment. This flexibility allows institutions to tailor their offerings to better meet client demands.