Name: AskLogix
Price: 120 USD
Author: Asklogix

Customer Training

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Automation Testing

Cross-Browser Testing

Interactive Application Security Testing (IAST)

Product Analytics

Service Mesh

Development

Business Intelligence (BI)

Collaboration

Emissions Management

IP PBX

Knowledge Management

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Cost Management

Cloud Storage

Data Integration

Embedded Database

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Managed DNS

Mobile Identity

Network Performance Monitoring

Platform-as-a-Service (PaaS)

Privileged Access Management

Value Stream Management

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Audio Editing

Click Fraud

Content Management

Data Cleansing

Digital Rewards

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Writing and Proofreading Tools

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Lead Management

Predictive Sales Analytics

Sales Engagement

Sales Incentive Compensation Management

Sales

Database Security

Security

Animation

Debt Collection

Laboratory Information Management

Legal Case Management

Spreadsheet

Vertical-Specific

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AskLogix CRM Solutions is a cloud-based Customer Relationship Management (CRM) system specifically designed for the financial services industry. This solution aims to assist prestigious institutional clients, including asset managers, investment banks, hedge funds, private equity firms, and family offices, in establishing and maintaining long-term customer relationships, accelerating digital transformation, and enhancing overall performance.

## Key Features

**Innovative CRM Solution**: According to the vendor, AskLogix CRM Solutions allows users to track customer interactions and activities, as well as perform essential tasks such as research, collaboration, email communication, meeting scheduling, and task management.

**Customer Reporting**: The vendor claims that AskLogix CRM Solutions streamlines the customer reporting process by automating manual functions, saving time, reducing errors, and providing predictive analysis for informed decision-making.

**Mobility**: AskLogix CRM Solutions offers real-time access to appointments, sales opportunities, and customer data on any mobile device, empowering sales, marketing, and customer service teams to access and manage information remotely.

**CRM Financial Services: from connection to transformation**: According to the vendor, AskLogix CRM Solutions aims to capture market opportunities by prioritizing customer satisfaction.

**Omnichannel customer experience**: AskLogix CRM Solutions enables seamless communication and services across all channels, ensuring a consistent and personalized customer journey.

**Process Automation**: The vendor states that AskLogix CRM Solutions smoothly automates processes and workflows, particularly for rule-based transactional and repetitive tasks involving structured and/or semi-structured data.

**Business Intelligence**: With AskLogix CRM Solutions, users can gain insights and generate department-specific reports on key performance indicators. The software provides a comprehensive suite of tools to effectively analyze and utilize data.

**Marketing Automation**: The vendor asserts that AskLogix CRM Solutions allows users to generate multichannel marketing actions, delivering personalized and engaging customer experiences throughout the entire customer lifecycle.

**Omnichannel customer journey**: AskLogix CRM Solutions ensures a seamless customer journey across all stages, from onboarding to retention and expansion.

**Integration of third-party solutions**: According to the vendor, AskLogix CRM Solutions offers seamless integration with Salesforce and leading financial databases, including Bloomberg, Dun&Bradstreet, Prequin, and S&P.

Basic

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Redtail CRM

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

AskLogix

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Asklogix

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AskLogix

Overview

What is AskLogix?