Name: enVisual360
Rating: 8 (1 reviews)
Author: enSynergy Professional Services

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

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Users of enVisual have found that integrating the software with their CRM databases solves the business problem of seamless data flow and management of customer information. This integration allows for a more efficient and effective process, ensuring that all customer data is up-to-date and easily accessible. Additionally, users in the fintech industry have experienced streamlined sales training and finance processes thanks to enVisual. By utilizing this software, they are able to automate and optimize these critical aspects of their business, improving overall productivity and accuracy.

Another key use case for enVisual is its documentation and document management capabilities. Customers have praised the effectiveness of enVisual in organizing and managing company information. With this software, businesses can efficiently store and retrieve important documents, improving overall organization and reducing the risk of lost or misplaced information. This feature has proven invaluable for customers who deal with large volumes of documentation on a regular basis.

The administration and management of funds is another business problem solved by enVisual. Users have found this software crucial in streamlining these processes, assisting with tasks such as fund allocation, tracking, and reporting. By utilizing enVisual, businesses can ensure accurate financial management and transparency throughout their operations.

enVisual's powerful workflow capabilities have also proven to be a valuable solution for users aiming to improve productivity and analyze internal projects more effectively. With this software, businesses can customize workflows to suit their specific needs, track progress on projects, collaborate seamlessly, and gain valuable insights into project performance.

For users in the financial services industry, the combination of enVisual and LiveFile provides a comprehensive solution for client, process, and document management. This integration allows for smoother workflows across various departments within financial institutions, enhancing overall efficiency and communication.

In addition to business process optimization, enVisual serves as a valuable tool for accounting and financial management. The software enables centralized global billing and corporate secretarial tasks, helping businesses maintain accurate records while minimizing errors. This centralized approach saves time and effort for users, allowing for more efficient financial management.

Customers have also praised the responsiveness and flexibility of the enSynergy team, the vendor of enVisual. This ongoing support enhances user experience, ensuring that any issues or concerns are addressed promptly. The partnership between users and the enSynergy team has fostered a deep understanding of industry needs, with the development of products and services tailored specifically to meet those unique requirements.

Finally, the ease of installation and modification without bespoke changes has made enVisual a preferred choice for users who may have struggled with other CRM systems in the past. The software

A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.

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

Basic

Growth

Unlimited

Creatio

enVisual360

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

Likelihood to Recommend

enSynergy Professional Services

SAP HANA Cloud

SAP S/4HANA Cloud

Tally

Invoice Tally

Project Manager SAP

enVisual360 2024-01-03 00:11:17

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Financial Services CRM Systems

enVisual360 is a comprehensive system that simplifies various aspects of business management. They help keep track of customer interactions, ensure compliance with rules for different entities, organize tasks with timely alerts, manage diverse entities like trusts and companies, efficiently handle documents, monitor valuable assets, administer investment funds, maintain financial records for trusts and companies, watch over transactions for potential risks, and provide clients with secure online portals for easy access to information and services. In essence this tool streamlines operations, enhance compliance, and improve overall efficiency in managing a range of business functions.

Compay & Trust Management
Transaction monitoring and insights
Asset Management

5% growth in overall profit
10% reduction in manpower
More comprehensive dashboards and MIS reports

enVisual360

Overview

What is enVisual360?