Name: Axial
Author: Axial Networks, Inc

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Operational Analytics

Risk Management

Streaming Analytics

Enterprise

Accounting

Budgeting and Forecasting

Cash Flow Management

Crypto Accounting

Crypto Asset Management

Investor Relations

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Authorization

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Fabric

Data Science

Fraud Detection

IT Service Providers

Identity Verification

Integration Platform as a Service (iPaaS)

Intranet

IoT Security

Network Monitoring

Network Performance Monitoring

NoSQL Databases

Secret Managers

Web Portal

Wireless WAN

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Email Marketing

Marketing Automation

Predictive Analytics

Retail Media Advertising

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

API Security

Security

Animal Shelter

Architecture

Chargeback Management

Computer-Aided Design (CAD)

Debt Collection

Dental

Moving Software

Oil and Gas

Tax Practice Management

Vertical-Specific

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Axial is an online platform used in the lower middle market to raise growth capital, source acquisitions, and exit successfully, from Axial Networks in New York.

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Service

Sales and Service

Einstein 1 for Sales and Service

Growth

Unlimited

Creatio

Axial

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

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Axial Networks, Inc

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Axial

Overview

What is Axial?