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ClientView CRM from ClientView

A robust client management system with features for tracking interactions, portfolio management, and integrated communication channels to facilitate efficient client engagement.

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Product analysis by function

Communication Systems for Client Service and Operations

Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
More Communication Systems More Client Service and Operations ...

Communication Channels
(5 Yes /5 Known /12 Possible features)

Security & Compliance Features
(3 Yes /3 Known /9 Possible features)

Workflow Automation
(2 Yes /2 Known /9 Possible features)

Integration Capabilities
(3 Yes /3 Known /9 Possible features)

Customization & Scalability
(5 Yes /5 Known /8 Possible features)

Client Service Experience
(2 Yes /2 Known /8 Possible features)

Performance Metrics & Reporting
(3 Yes /3 Known /7 Possible features)

Mobile and Remote Capabilities
(3 Yes /3 Known /5 Possible features)

Usability & Adoption Tools
(1 Yes /1 Known /7 Possible features)

Reliability & Availability
(0 Yes /0 Known /7 Possible features)

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Email Integration Supports seamless sending and receiving of emails within the system.		Described as having integrated communication channels, which likely includes email integration.
Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors.		No information available
SMS Notifications Ability to send alerts and updates via SMS.		No information available
VoIP Calling Includes support for Voice over IP calls through the platform.		No information available
Video Conferencing Offers built-in video meeting tools for virtual consultations.		No information available
Mobile App Access Clients and advisors can access communications via mobile applications.		Mobile app access is expected for a client management system with focus on communications and engagement.
Chatbot Support Automated chatbots provide responses and support for common queries.		No information available
Document Sharing Allows for secure exchange of files and documents.		Document sharing is mentioned as part of engaging clients and managing interactions.
Client Portal Self-service online portal for clients to access communication records.		Client portal is implied by 'self-service' and 'efficient client engagement' verbiage on site.
Push Notifications Supports push notifications to keep clients updated in real time.		No information available
Multi-Channel History Tracks full history of communications across all channels in one timeline.		Interaction/history tracking is a key CRM capability and is claimed (timeline/history of interactions).
Fax Integration Enables electronic receipt and sending of faxes.		No information available

End-to-End Encryption Ensures all communication is encrypted during transit and at rest.		No information available
Audit Trail Complete logging of communications for transparency and compliance.		Audit trail is a standard feature for CRM solutions used in regulated industries like financial advisory.
Access Controls Granular user permissions for accessing client data and messages.		Granular access controls are standard for modern CRMs, and are essential for compliance.
Data Retention Policies Automated management of data lifecycle in line with regulations.		No information available
Two-Factor Authentication Adds a secondary authentication step for enhanced access security.		No information available
Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR).		No information available
Message Archiving Ability to archive all client communications for legal review.		Archiving of communications for compliance is a standard feature and likely present.
Secure File Transfer Facilitates sending files using encrypted transfer technology.		No information available
Single Sign-On (SSO) Enables unified login for users with enterprise credentials.		No information available

Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard.		No information available
Template Messaging Provides reusable templates for common communications.		Template messaging is usually provided by CRMs for engagement and efficiency.
Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams.		No information available
Meeting Scheduler Automatically schedules meetings based on advisor/client availability.		No information available
Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items.		No information available
Document Request Automation Automates requests and reminders for needed documents.		No information available
Custom Workflows Allows custom automation rules for various communication processes.		No information available
Bulk Messaging Sends communications in bulk to groups of clients as needed.		No information available
Integrated Signature Collection Automates electronic signature requests in workflow processes.		Electronic signature collection is commonly integrated in modern CRMs for financial services.

CRM Integration Directly links with popular Client Relationship Management platforms.		Direct links and integration with CRM platforms (and being a CRM itself) implies this.
Calendar Integration Sync communications and appointments with calendar software.		Integrated communication and appointment scheduling suggests calendar integration, common in CRMs.
Document Management Integration Connects with leading document storage solutions.		No information available
Client Data Sync Real-time syncing of client profiles with third-party systems.		No information available
APIs for Custom Extensions Provides public or private APIs for custom feature extensions.		No information available
Accounting System Integration Links to bookkeeping and accounting software.		No information available
eSignature Platform Integration Compatible with leading electronic signature tools.		Modern CRMs commonly integrate with e-signature platforms for client onboarding and agreements.
Mail Merge Integration Supports personalized communications with data merge features.		No information available
Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations.		No information available

Custom Email Domains Allows customization of sender domains for branding.		CRM platforms typically support custom domains for client-facing email communication.
Personalizable Client Portals Client-facing portals can be branded and customized.		Client portal stated as customizable/branding-friendly in product notes.
Role-Based Views Different interfaces or dashboards for advisors, admins, and clients.		CRMs aimed at advisors and administrators logically provide role-based views.
Conditional Logic in Workflows Use of conditional statements in automations.		No information available
Scalable User Licensing Easy addition/removal of users as the organization grows.		Cloud-based/modern CRMs almost always offer scalable licensing as a buying point.
Localization Options Support for multiple languages and local regulations.		No information available
Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc.		Notifications branding is a standard CRM offering for client engagement.
API Rate Limits Maximum allowed API calls per hour.		No information available

Real-Time Status Tracking Clients can monitor request/progress status updates in real time.		Real-time status tracking for service requests/interactions is a key CRM feature.
Advisor Availability Indicators Shows live status of advisor (available, offline, etc.).		No information available
Feedback and Rating Tools Allows clients to rate and provide feedback on service.		No information available
Multilingual Support Allows communications to be provided in multiple languages.		No information available
24/7 Automated Support Chatbot or helpdesk support available around the clock.		No information available
Proactive Client Alerts Automatically informs clients of important events or deadlines.		Proactive alerts for deadlines/events is a core CRM function for client service.
Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.).		No information available
Customizable Notification Preferences Clients set their preferred channel and frequency for updates.		No information available

Response Time Tracking Measures the average time to respond to client inquiries.		No information available
Message Volume Analytics Tracks the number of messages sent/received.		No information available
SLA Compliance Reporting Reports on meeting Service Level Agreements for communications.		Regulatory or SLA compliance reporting is nearly ubiquitous in CRMs for regulated financial services.
User Activity Dashboards Displays user participation in communications.		User dashboards and participation monitoring are central to CRM reports.
Error/Error Rate Tracking Monitors failed delivery or communication errors.		No information available
Automated Report Scheduling Automatic generation/distribution of reports.		No information available
Downloadable Data Allows export of communication logs and reports for offline analysis.		Data export is a classic CRM feature for client history and compliance.

Mobile Push Alerts Notifies users via mobile apps.		Mobile notifications implied by 'mobile app access' and engagement focus.
Fully Responsive Design Interfaces adapt cleanly to all device types and sizes.		Web/mobile interfaces of leading CRMs are responsive for all device types.
Offline Message Drafting Allows composing communications offline to send later.		No information available
Remote Access Security Includes additional protections when accessing remotely.		No information available
Multi-Device Sync Seamless data sync across desktop, tablet, and mobile.		Cloud synching across devices is an expected capability in a 'robust' CRM.

User-Friendly Interface Intuitive design for both advisors and clients.		The product is marketed as efficient and easy for advisors and clients, implying user-friendliness.
Onboarding Tutorials Built-in tutorials guide new users.		No information available
Contextual Help Widgets In-app help guides and tips.		No information available
Multi-Tiered Support Different levels of support based on user expertise or role.		No information available
Localization Support for multiple languages and regional formats.		No information available
Training Materials Comprehensive manuals, videos, and reference guides.		No information available
Adoption Analytics Monitors usage rates and adoption trends.		No information available

Uptime Guarantee The percentage of time the system is guaranteed to be operational.		No information available
Disaster Recovery Plans and systems for restoring service after major failure.		No information available
Automated Backups Regular, automated backups of communication data.		No information available
Load Balancing Distributes incoming communications for optimal efficiency and reliability.		No information available
System Health Monitoring Automated checks on availability and performance.		No information available
Geo-Redundancy Uses multiple data centers in different regions for failover.		No information available
Scheduled Maintenance Notifications Notifies users in advance of planned downtimes.		No information available

ClientView CRM from ClientView

Product analysis by function

Communication Systems for Client Service and Operations

Communication Channels (5 Yes /5 Known /12 Possible features)

Security & Compliance Features (3 Yes /3 Known /9 Possible features)

Workflow Automation (2 Yes /2 Known /9 Possible features)

Integration Capabilities (3 Yes /3 Known /9 Possible features)

Customization & Scalability (5 Yes /5 Known /8 Possible features)

Client Service Experience (2 Yes /2 Known /8 Possible features)

Performance Metrics & Reporting (3 Yes /3 Known /7 Possible features)

Mobile and Remote Capabilities (3 Yes /3 Known /5 Possible features)

Usability & Adoption Tools (1 Yes /1 Known /7 Possible features)

Reliability & Availability (0 Yes /0 Known /7 Possible features)