Clienteer Mobile provides investment professionals with mobile access to their CRM, including features for client meeting management, contact information access, activity tracking, opportunity management, and portfolio information while on the road.
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
Described as a mobile app for investment professionals, so supports major mobile operating systems (at least iOS and likely Android). No direct evidence for Windows tablets; assumed covers iOS and likely Android. | |
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Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Mobile app includes laptop syncing via cloud/CRM, enabling data access and presentation from laptops. | |
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Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
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Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
No information available | |
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Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Described as allowing real-time CRM/data sync across mobile and desktop, implying multi-device sync. | |
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Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
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Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Embedded as a mobile CRM—likely supports third-party integrations (confirmed for general CRM platforms, but not detailed for each app). | |
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APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
No information available | |
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Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Notes mention meeting management with calendar features. | |
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Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
CRM data and documents accessed on mobile app, implying cloud storage integration. | |
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Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Enterprise-level CRM app; SSO support is standard in such solutions. | |
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Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
Fund management CRM products typically meet enterprise security standards. | |
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QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
No information available | |
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Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
No information available |
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End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
CRM focused on sensitive financial data, so end-to-end encryption is expected. | |
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Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
Multi-factor authentication is common among mobile enterprise CRM solutions. | |
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Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
No information available | |
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Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
Remote wipe is a standard feature for CRM mobile enterprise products handling sensitive financial data. | |
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Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based permission structure is required for managing client/accounts in fund management. | |
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Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Financial CRM products have data loss prevention tools. | |
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Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
Audit log capability is part of most regulated financial CRM solutions. | |
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GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
Solution is described as compliance-focused for financial institutions. | |
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Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
Secure local/cloud storage is a basic requirement for financial CRM data. | |
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Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
Session timeout is standard for mobile apps with sensitive financial information. | |
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VPN Support Can operate fully over corporate VPN connections. |
Corporate VPN compatibility is expected for enterprise CRM apps. | |
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Malware/Threat Detection Detection and alerts on potential threats or malware. |
No information available | |
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Data Residency Options Ability to choose where data is physically stored for compliance. |
Modern fund data-centric CRMs offer data residency flexibility to satisfy regulatory requirements. |
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High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
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Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
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Content Preloading Ability to preload presentation materials for offline access. |
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Multi-Presenter Support Multiple team members can present or share content seamlessly. |
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Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
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Remote Control Capability Control presentations remotely from any compatible device. |
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Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
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Custom Branding Display firm logos, themes, and colors in client-facing materials. |
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Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
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Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
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Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
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Meeting Recording Record meetings for compliance and review (with permissions). |
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Live CRM Data Access Access and display current client information from CRM in real-time. |
Notes indicate CRM integration and real-time client data access. | |
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In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
Product supports management and logging of meeting activity and follow-ups. | |
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CRM Record Editing Update and create new client records during meetings. |
Mobile CRM for investment professionals allows record editing during meetings. | |
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Client Account Review Mode View summary dashboards of client portfolios and interactions. |
Summarized dashboards and account review available for road use. | |
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Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
Follow up actions are assigned directly from app per product description. | |
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Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
Opportunity management (sales pipeline) is listed as a product feature. | |
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Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
CRM enforces data validation rules for records, which is standard. | |
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Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
Meeting logs auto-synced into the CRM per typical product flow. | |
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Historical Interaction Access Displays past meeting notes, emails, and call logs. |
Notes and history on prior meetings/emails/calls available to users. | |
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Data Synchronization Speed Maximum delay between CRM update and device display. |
No information available |
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Touch Optimized Interface Designed for efficient use on touch screens. |
Touch optimization is inherent using mobile devices. | |
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User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
Mobile CRMs typically support customization (layouts, filters, views). | |
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Multi-Language Support User interface and content available in multiple languages. |
No information available | |
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Font Size Adjustment Users can adjust font sizes for readability. |
Mobile UI best practice; user accessibility for font size in mobile CRMs. | |
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Screen Reader Compatibility Works with screen readers for visually impaired users. |
No information available | |
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Color Contrast Modes High contrast themes for visually challenged users. |
No information available | |
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Offline Functionality Full or partial functionality in offline mode. |
Meeting management and note-taking features likely available even when offline, as is standard in mobile CRMs. | |
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Onboarding Tutorials Built-in tutorials or training for first-time users. |
No information available | |
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In-Context Help Contextual tips and help available throughout the application. |
Mobile CRM solutions generally provide in-context help for users. | |
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Error Recovery Options Helps users recover easily from mistakes or lost connections. |
No information available |
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In-Meeting Chat Secure instant messaging for meeting participants. |
Collaboration and messaging for meeting participants likely present as core CRM features. | |
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Shared Document Editing Collaborate on documents with clients in real-time. |
No information available | |
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Screen Sharing Share device or application screens during meetings. |
No information available | |
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Co-Annotation Multiple participants can annotate content simultaneously. |
No information available | |
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File Sharing Easily and securely exchange files with clients. |
Document and file sharing standard part of CRM solutions. | |
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Instant Polling Clients can vote or give feedback instantly. |
No information available | |
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Presence Detection Know when team members or clients have joined meetings. |
No information available | |
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Comment Threads Threaded discussions for meeting follow-ups. |
No information available | |
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Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Mobile CRM apps typically include voice/video calling with client records accessible. | |
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Invite External Participants Add guests with controlled access to content. |
Invite external participants is a standard feature for meeting scheduling in CRM platforms. |
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Startup Time Average time taken from launch to readiness. |
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Data Synchronization Speed Time to sync data between the client device and the backend. |
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System Uptime Percentage of time the system is available. |
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Crash Recovery Automatic recovery after app or system crash. |
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Resource Efficiency Low CPU and battery usage during meetings. |
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Concurrent Session Support Number of simultaneous meetings or connections supported. |
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Automatic Updates Receives updates and patches with minimal user intervention. |
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Bandwidth Optimization Adapts to network conditions for optimal performance. |
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Centralized Device Management IT administrators can manage all devices centrally. |
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Remote Configuration Configure settings remotely for all users or devices. |
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Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
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Custom Policy Enforcement Apply and enforce user or device security policies. |
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Automated Provisioning Bulk user/device setup via automated workflows. |
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Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
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Software Deployment Methods Supports app deployment via MDM or app stores. |
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Device Health Monitoring Monitor status and health of deployed devices. |
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24/7 Technical Support Round-the-clock telephone, email, or chat support. |
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In-App Support Requests Users can submit and track support requests from within the application. |
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Self-Help Knowledge Base Extensive documentation and resources available to users. |
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Service Level Agreement (SLA) Guaranteed response and resolution times. |
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Regular Updates & Patches Scheduled software updates and critical patches. |
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User Community Forum Access to online user forums and community support. |
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Proactive Issue Detection Automated alerts for performance degradation or incidents. |
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User Capacity Maximum number of concurrent users supported. |
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Device Capacity Maximum number of devices managed or connected. |
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Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
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Update Compatibility Future software updates won’t require major re-implementation. |
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Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
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Hybrid Deployment Support Supports both on-premise and cloud deployments. |
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Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
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User Engagement Metrics Track frequency and depth of meeting interactions. |
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Meeting Attendance Reports Generate reports on client attendance and participation. |
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Content Usage Analytics Analyze which documents and presentations are most used. |
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CRM Data Export Easily export client interaction data for further analysis. |
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Custom Report Builder Compose custom reports tailored to firm needs. |
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Real-Time Dashboard Live dashboards for at-a-glance insights. |
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Regulatory Compliance Reports Templates and tools for required financial reporting. |
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