Name: Naehas Collaborative Design
Author: Naehas

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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Naehas Collaborative Design is a platform designed specifically for the financial services industry. According to the vendor, it offers a centralized process for managing offers, dynamic product and pricing strategies, and workflow and governance capabilities. This platform is suitable for financial services companies of all sizes, including asset management, banking, insurance, and wealth management. Professionals in these industries can leverage Naehas Collaborative Design to respond quickly to rate changes, reduce regulatory risk, and efficiently manage disclosures and compliance reviews with minimal IT involvement.

## Key Features

**Offer Management**: Naehas Collaborative Design provides a centralized process for managing offers, enabling financial services companies to efficiently handle offer management tasks. This includes dynamic product and pricing strategies, workflow and governance capabilities, and real-time visibility into fulfillment processes.

**Disclosure Management**: The platform enables financial services companies to easily manage disclosures by allowing global updates, utilizing a flexible data schema, conducting compliance searches, integrating with various channels, and ensuring quality assurance throughout the process.

**Intelligent Reviews**: Naehas Collaborative Design ensures 100% accuracy in reviews by offering comprehensive coverage and providing evidence and controls for efficient and effective reviews.

**Content Orchestration**: Users of Naehas Collaborative Design can author content, integrate offers, and seamlessly integrate with various channels. It also offers workflow and governance capabilities, as well as quality assurance features for managing content.

**Customizable Templates**: Users can create and customize templates according to their specific needs, allowing for personalized and tailored content creation.

**Collaborative Workspaces**: Naehas Collaborative Design provides collaborative workspaces where teams can work together in real-time, improving communication and productivity.

**Regulatory Compliance**: The platform helps financial services companies reduce regulatory risk by ensuring compliance with industry regulations and providing tools for compliance reviews.

**Efficient Workflow**: Naehas Collaborative Design streamlines workflow processes, reducing manual effort and increasing efficiency in managing offers, disclosures, and content.

**Integration Capabilities**: The platform offers seamless integration with other systems and channels, facilitating smooth data transfer and enhanced collaboration.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Free

Professional

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Naehas Collaborative Design

Collaboration platforms facilitate a cohesive digital workspace for teams, enabling communication, project management, and co-editing in real time. They centralize information and resources, breaking down silos to enhance productivity and transparency. With features like integrated video conferencing and persistent chat, these solutions are essential for a synergistic work environment. Discover and compare top collaboration software to empower your team.

Naehas

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

File tracking

Tracks the location of a file, as well as who has opened or changed it and when.

Tagging

Users can organize related materials such as files, discussions, and tasks by attaching metadata tags.

Search

Users can search for related materials across files, discussions threads, schedules, etc. using project keywords or tags.

Integrates with other Project Management Tools

Collaboration tool integrates with other project management software

Visual planning tools

Includes visual tools such as pinboards, mind-maps, or charts for collaborative brainstorming and/or workflow planning.

Communication

Features that allow team members to communicate about collaborative projects and keep each other informed of their opinions and progress.

Chat

Instant messaging tool allows users to communicate with select other users in real-time threads.

Status updates and activity feed

Users can view and post to a running record of current activities and statuses, akin to major social media platforms.

Notifications

Users can follow other users and/or join specific projects, electing to receive notifications when there are changes and updates.

Comments and feedback

Users can respond to activities and projects by posting comments to the item. This may also include the capability to “like” or vote on items.

Discussions

Users can join groups or message boards for forum-style collaboration.

User directory and online status

Users can see a catalog of the other users in their network, including whether those collaborators are online.

Sharing and privacy

Users can share links and documents with their networks via chat, status updates, or discussions, but sharing of sensitive material and/or sharing outside the network is appropriately restricted.

Surveys

Users can create and participate in surveys to get input from other collaborators.

Internal knowledgebase

Users can author or access “How-to” help and reference tips about internal processes.

Integrates with Skype

Integrates with Skype for video conferencing.

Integrates with GoToMeeting

Integrates with GoToMeeting for web conferencing.

Integrates with Gmail and Google Hangouts

Integrates with Gmail and Google Hangouts.

Integrates with Outlook

Integrates with Microsoft Outlook to tie in email threads.

File Sharing & Management

Features that allow collaborators to view, work on, and organize files.

Versioning

Users can access the most up-to-date version of a document, track changes, and revert to older versions if needed.

Document files

Supports document file types, such as .doc, .docx, PDF, and plain text among others.

Image files

Supports image file types, such as .png and .jpeg

Video files

Audio files

Supports audio file types, such as .mp3, .mp4, and .wav

Document collaboration

Users can edit files and attach comments to files.

Shared folders

Users can create shared folders and invite other users or groups to collaborate by accessing or uploading files.

Access control

Users can control access to (shared) files, including different levels of access such as view-only or permission to edit.

Advanced security features

Includes advanced security features such as file encryption or remote data wipe.

Integrates with Google Drive

Integrates with Google's cloud storage platform, Google Drive.

Integrates with SharePoint

Device sync

Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.

Web interface

A web interface, so that users can access files without installing anything.

File change notifications

Users receive notifications when files are changed by others.

Simultaneous editing

Multiple users (with editing access) can edit a file simultaneously.

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.

Naehas Collaborative Design

Overview

What is Naehas Collaborative Design?