Change Log
We’re excited to share the latest improvements to our platform. Each enhancement was designed with user efficiency and business outcomes in mind. Below you’ll find not just what changed—but why it matters and what to expect in terms of productivity.
Sales
Why: Streamline your sales process and make follow-ups more actionable and informed.
What to Expect: Faster lead response times, better pipeline visibility, and smoother collaboration.
- Add a Task: Assign tasks within deals to ensure timely actions.
- Collect Information With Form: Standardize lead capture and reduce back-and-forth.
Product Catalog
Why: A better-structured catalog means less time searching and more time selling or analyzing.
What to Expect: Improved discoverability, fewer errors in product selection, and smoother client presentations.
Portfolio
Why: Empower advisors and clients with deeper visibility into portfolio performance.
What to Expect: More confident decision-making and reduced manual data analysis.
AI Bank
Why: Automate intelligent suggestions to support client advisory, saving hours on research.
What to Expect: Smarter recommendations, reduced manual analysis, and proactive financial guidance.
Quarterly Reports
Why: Save time assembling reports and boost data accuracy.
What to Expect: Reports that are easier to generate, more insightful, and ready for stakeholders in minutes.
Risk Metrics
Why: Instantly identify portfolio risks and act before issues escalate.
What to Expect: Fewer surprises, automated monitoring, and better compliance readiness.
Automation
Why: Eliminate repetitive manual work and focus on what matters.
What to Expect: Increased team capacity, improved SLA adherence, and streamlined operations.
Approval Process
Why: Bring structure and accountability to decisions that need oversight.
What to Expect: Fewer bottlenecks, better audit trails, and faster approvals.
Travel Requests
Why: Simplify how employees request and track business travel.
What to Expect: Centralized travel planning, budget control, and transparency.
Agent Management
Why: Ensure the right people have the right permissions and performance tools.
What to Expect: Easier onboarding of agents, performance tracking, and fewer access issues.
Marketing
Why: Help marketing teams execute faster and track better across channels.
What to Expect: More timely campaigns, better engagement tracking, and reduced campaign setup time.
- Add an Appointment: Streamline client scheduling via integrated booking forms.
- Add Routing: Visual editor to design multi-step marketing journeys.
- Email and SMS Campaigns: Launch campaigns faster with improved templates and analytics.