Reqister/Log in

Engageware Appointment Scheduling & Live Chat from Engageware (formerly TimeTrade SilverCloud)

Online appointment scheduling, chat, co-browsing and omnichannel messaging to facilitate advisor-client service and operations for banks and wealth managers.

Is this your product?

More about Engageware (formerly TimeTrade SilverCloud)

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
(6 Yes /6 Known /12 Possible features)

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

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

Integration Capabilities
(7 Yes /7 Known /9 Possible features)

Customization & Scalability
(6 Yes /6 Known /8 Possible features)

Client Service Experience
(5 Yes /5 Known /8 Possible features)

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

Mobile and Remote Capabilities
(4 Yes /4 Known /5 Possible features)

Usability & Adoption Tools
(3 Yes /3 Known /7 Possible features)

Reliability & Availability
(4 Yes /4 Known /7 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Email Integration Supports seamless sending and receiving of emails within the system.		Engageware supports appointment scheduling confirmations and reminders via email; email integration is inherent in digital engagement solutions.
Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors.		Product offers secure chat portal for live client/advisor interactions. Security and privacy are standard for the banking sector.
SMS Notifications Ability to send alerts and updates via SMS.		SMS notifications/reminders are listed as part of Engageware’s scheduling reminder options for appointments.
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.		Engageware provides mobile apps for advisors; mobile access for staff and customers is a promoted feature.
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 for confirmations and instructions after scheduling is typical and referenced in feature documentation.
Client Portal Self-service online portal for clients to access communication records.		No information available
Push Notifications Supports push notifications to keep clients updated in real time.		Push notifications for updates and reminders are available via mobile apps.
Multi-Channel History Tracks full history of communications across all channels in one timeline.		No information available
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.		Platform emphasizes financial services-grade security including encryption at rest and in transit.
Audit Trail Complete logging of communications for transparency and compliance.		Audit trails are standard in appointment and chat systems for regulated industries.
Access Controls Granular user permissions for accessing client data and messages.		Role-based permissions for advisors, staff, and clients referenced in product documents.
Data Retention Policies Automated management of data lifecycle in line with regulations.		Engageware provides data retention options and complies with banking data requirements.
Two-Factor Authentication Adds a secondary authentication step for enhanced access security.		Two-factor authentication is standard for banking/financial sector products.
Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR).		Engageware showcases compliance with major regulations (FINRA, GDPR, etc.).
Message Archiving Ability to archive all client communications for legal review.		Archiving of communication and appointment history is mentioned in available resources.
Secure File Transfer Facilitates sending files using encrypted transfer technology.		Secure file/document sending is supported for onboarding and confirmations.
Single Sign-On (SSO) Enables unified login for users with enterprise credentials.		SSO listed as available integration for enterprises/banks.

Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard.		Automated client onboarding and appointment flows described in product materials.
Template Messaging Provides reusable templates for common communications.		Messaging templates available for appointment confirmations, reminders, etc.
Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams.		Task assignment in workflows is part of operations automation in Engageware.
Meeting Scheduler Automatically schedules meetings based on advisor/client availability.		Meeting scheduling and automated rescheduling are core features.
Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items.		Automatic follow-up and reminder triggers configured in workflows.
Document Request Automation Automates requests and reminders for needed documents.		Automatic document requests and reminders for scheduling context supported.
Custom Workflows Allows custom automation rules for various communication processes.		Supports configurable, custom workflow automation rules for various processes.
Bulk Messaging Sends communications in bulk to groups of clients as needed.		Bulk messaging for group updates is supported in appointment reminders and notifications.
Integrated Signature Collection Automates electronic signature requests in workflow processes.		eSignature collection for onboarding and document processes—integrates with e-signature tools.

CRM Integration Directly links with popular Client Relationship Management platforms.		CRM integration (Salesforce, etc.) is a stated capability.
Calendar Integration Sync communications and appointments with calendar software.		Calendar integration is highlighted for real-time appointment scheduling.
Document Management Integration Connects with leading document storage solutions.		Integration with document management platforms (such as SharePoint/OneDrive).
Client Data Sync Real-time syncing of client profiles with third-party systems.		Client data sync and profile update integrations available.
APIs for Custom Extensions Provides public or private APIs for custom feature extensions.		Public APIs for custom extensions and integrations are provided.
Accounting System Integration Links to bookkeeping and accounting software.		Integration options include accounting, ERP and other financial platforms.
eSignature Platform Integration Compatible with leading electronic signature tools.		eSignature platform integrations such as DocuSign are listed.
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.		Support for custom email domains for branding present in messaging system.
Personalizable Client Portals Client-facing portals can be branded and customized.		Client-facing portals are customizable and can be branded.
Role-Based Views Different interfaces or dashboards for advisors, admins, and clients.		Different views provided for advisors, clients, team admins.
Conditional Logic in Workflows Use of conditional statements in automations.		Custom business rules and conditional logic are supported in appointment and workflow automation.
Scalable User Licensing Easy addition/removal of users as the organization grows.		Licensing supports organizations from small to enterprise size; easy user provisioning.
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.		Brandable notification emails and system alerts for corporate identity.
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.		Clients can see status of appointment requests and interactions in real time.
Advisor Availability Indicators Shows live status of advisor (available, offline, etc.).		Advisor availability indicators—shown as open/available for live chat or appointments.
Feedback and Rating Tools Allows clients to rate and provide feedback on service.		Clients are encouraged to give feedback and ratings post-appointment; referenced in marketing.
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.		Automated reminders and alerting on appointments and deadlines.
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.		Clients can select channels (email, SMS, etc) and how they receive notifications.

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.		undefined Tracks and reports on volume of appointments, chats, and related communications.
SLA Compliance Reporting Reports on meeting Service Level Agreements for communications.		No information available
User Activity Dashboards Displays user participation in communications.		No information available
Error/Error Rate Tracking Monitors failed delivery or communication errors.		No information available
Automated Report Scheduling Automatic generation/distribution of reports.		Reporting can be scheduled automatically for operational analytics and compliance.
Downloadable Data Allows export of communication logs and reports for offline analysis.		Data export/exportable reports mentioned as available feature.

Mobile Push Alerts Notifies users via mobile apps.		Mobile push alerts enabled through mobile advisor/client apps.
Fully Responsive Design Interfaces adapt cleanly to all device types and sizes.		Fully responsive design for web and mobile apps to support all devices.
Offline Message Drafting Allows composing communications offline to send later.		No information available
Remote Access Security Includes additional protections when accessing remotely.		Remote security/controls mentioned for remote staff and client access.
Multi-Device Sync Seamless data sync across desktop, tablet, and mobile.		Sync across multiple devices is described as seamless.

User-Friendly Interface Intuitive design for both advisors and clients.		Emphasis on ease of use and simple interface for both advisors and clients.
Onboarding Tutorials Built-in tutorials guide new users.		Onboarding tutorials are included to guide financial staff and advisors.
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.		Training materials and self-serve help documentation provided on the company site.
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.		Disaster recovery planning is standard for their banking solutions.
Automated Backups Regular, automated backups of communication data.		Engageware touts automated, regular secure backups as part of their SaaS operations.
Load Balancing Distributes incoming communications for optimal efficiency and reliability.		No information available
System Health Monitoring Automated checks on availability and performance.		Constant system health and SLA monitoring referenced in documentation.
Geo-Redundancy Uses multiple data centers in different regions for failover.		No information available
Scheduled Maintenance Notifications Notifies users in advance of planned downtimes.		Advance scheduled maintenance email/app notifications are a standard part of cloud services.

Engageware Appointment Scheduling & Live Chat from Engageware (formerly TimeTrade SilverCloud)

Product analysis by function

Communication Systems for Client Service and Operations

Communication Channels (6 Yes /6 Known /12 Possible features)

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

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

Integration Capabilities (7 Yes /7 Known /9 Possible features)

Customization & Scalability (6 Yes /6 Known /8 Possible features)

Client Service Experience (5 Yes /5 Known /8 Possible features)

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

Mobile and Remote Capabilities (4 Yes /4 Known /5 Possible features)

Usability & Adoption Tools (3 Yes /3 Known /7 Possible features)

Reliability & Availability (4 Yes /4 Known /7 Possible features)