at Financial Technnology Year
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Mergeflow 360° from Mergeflow
AI-driven technology intelligence platform that analyzes patents, scientific publications, venture investments, market information, and technology blogs. Identifies emerging trends, key players, and innovation opportunities in technology sectors.
Product analysis by function
Technology Trend Analysis Software for Research and Market Analysis
AI-powered solutions analyzing patent filings, research papers, product launches, and other signals to identify emerging technology waves.
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Data Source Integration
(7 Yes /7 Known /10 Possible features)
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Patent Database Connectivity Direct integration with global patent databases (e.g., USPTO, WIPO). |
Mergeflow explicitly states integration with global patent databases including USPTO and WIPO in its product materials. | |
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Academic Paper Ingestion Ability to harvest and parse new research papers from journals, repositories, and preprint servers. |
Product overview says Mergeflow ingests scientific publications, journals, and preprints, supporting research paper harvesting. | |
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Product Launch News Crawling Automatic detection and extraction of new product announcements from news media and official company channels. |
Mergeflow analyzes technology blogs and company news, indicating capability for automated detection of product launches. | |
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Social Media Signals Capability to mine social media platforms for technology-related discussions. |
Product information references mining social media and blogs for technology trends. | |
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API Support for Custom Sources Allows users to connect proprietary or unconventional data sources via APIs. |
Mergeflow offers API support for customers to ingest proprietary sources, as described in API documentation. | |
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Frequency of Data Updates How often the solution updates its datasets from all sources. |
No information available | |
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Language Coverage Number of languages in which data can be ingested and analyzed. |
No information available | |
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Historical Data Depth Length of historical data available for trend backtesting. |
No information available | |
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Industry Data Integration Support for integrating industry reports and market data. |
Mergeflow incorporates industry reports and market information among sources, as per the product overview. | |
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User Data Upload Option for users to upload their own datasets for analysis. |
User data upload is supported as Mergeflow allows custom datasets to be uploaded for analysis. |
Artificial Intelligence & Analytics
(10 Yes /10 Known /10 Possible features)
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Natural Language Processing (NLP) AI tools to parse, understand, and categorize large volumes of textual data. |
AI/NLP is a core technology, used for parsing and categorizing large amounts of text in patents and publications. | |
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Trend Detection Algorithms Proprietary or customizable algorithms for identifying significant technology shifts. |
Proprietary AI algorithms detect and highlight emerging technology shifts, as explained in documentation. | |
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Predictive Modeling Machine learning-based forecasts of technology adoption and market expansion. |
Predictive modeling is referenced in use cases focusing on forecasting emerging technologies and trends. | |
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Entity Recognition Ability to extract organizations, inventors, or companies from unstructured text. |
Entity recognition is used to extract companies, inventors, and organizations from diverse unstructured sources. | |
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Topic Clustering Clustering similar innovations and discoveries into meaningful categories. |
Topic clustering groups innovations and discoveries by category or theme, as demoed in dashboards. | |
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Sentiment Analysis Analyzing the positive/negative tone of research, news, and social media signals. |
Sentiment analysis is mentioned as part of the data enrichment and analytics suite. | |
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Emergence Scoring Quantitative scoring of areas based on innovation activity and relevance. |
'Emergence scores' for areas of high innovation activity are featured on the website and demos. | |
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Explainable AI Capability for AI-generated insights to be interpreted and explained to users. |
Product marketing includes references to explainable AI supporting interpretation of insights. | |
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Custom Model Training Option for users to train or fine-tune AI models to unique data or target markets. |
Users can customize and fine-tune topic models and profiles for unique markets or data. | |
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Automated Insights Generation System's ability to automatically generate reports and summaries on trend changes. |
Automated insights and trend reports are routinely generated by the system. |
Visualization & User Interface
(9 Yes /9 Known /10 Possible features)
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Interactive Dashboards Customizable dashboards showing key metrics and trends. |
Interactive dashboards are shown as a core UI component, allowing data exploration. | |
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Trend Heatmaps Visual representations indicating the intensity or emergence of technology signals. |
Trend heatmaps are part of Mergeflow's visual toolset for highlighting innovation intensity. | |
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Timeline Visualization Visualization of event frequency and impact over time. |
Dashboards include timeline views of events and technology launch frequency. | |
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Geographic Mapping Display of technology signals and innovations by region. |
Geographic mapping by innovation region is a standard chart in platform outputs. | |
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Network Graphs Visualization of collaborations and relationships between entities. |
Network graphs depicting collaboration and innovation relationships are available in the dashboard. | |
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Drill-down Capabilities Ability to explore underlying documents and datasets from summarized views. |
Clicking on summary elements drills down to detailed documents and data. | |
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Custom Report Generation User-driven design of tailored visual reports. |
Custom, user-driven report generation is included for tailoring outputs. | |
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Export Formats Support for exporting visualizations and reports in multiple formats (PDF, PPT, etc.). |
Export to PDF, PowerPoint, Excel reported as available; multiple formats supported. | |
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Real-time Visualization Refresh How quickly dashboards update to reflect new data. |
No information available | |
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Mobile-friendly Interface Usability of UI on mobile devices. |
Marketing screenshots indicate a web-responsive interface, suitable for mobile. |
Collaboration & Workflow
(9 Yes /9 Known /10 Possible features)
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Multi-user Support Multiple users can access and work within the system independently or together. |
Multi-user access and collaboration tools are highlighted in the user guides. | |
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Commenting & Annotation Collaborators can comment on or annotate findings and reports. |
Reports can be annotated and shared for team commenting. | |
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Shared Workspaces Dedicated spaces for research teams with role-based access. |
Shared workspaces supported for teams/researchers. | |
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Notification & Alert Systems Automatic alerts for new trends, data updates, or collaboration activities. |
Users can set up automated notifications for new trends or collaborative actions. | |
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Task Management Integration Integration with project management and workflow tools. |
No information available | |
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Audit History Track and view previous actions and changes by users. |
An audit trail of actions and data provenance is included for enterprise compliance. | |
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Version Control Ability to manage revisions of shared reports and analyses. |
Document versioning features enabled for collaborative work and reporting. | |
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Access Permissions Granular user access rights and data security per user/role. |
Granular access control and permissions are specified for users and groups. | |
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Integration with Email/Calendar Sync tasks and notifications with external communication tools. |
Email and notifications can sync with user calendars, as per integrations section. | |
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API for Automated Workflows Support for connecting with other SaaS platforms for workflow automation. |
Workflow/interconnection with third-party SaaS tools is possible via API. |
Market and Competitive Intelligence
(8 Yes /8 Known /10 Possible features)
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Market Sizing Estimates Automatic estimation of addressable and serviceable market sizes. |
AI modules produce market sizing estimates based on trend and investment data. | |
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Competitor Activity Tracking Monitoring competitors' R&D, patent filings, and public product launches. |
Platform tracks start-up, competitor, and public domain activities in R&D and product launches. | |
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Startup Ecosystem Mapping Visualization and tracking of startups and entrepreneurial activity within sectors. |
Start-up ecosystem monitoring is a distinct capability for mapping innovation clusters. | |
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Funding Rounds Analysis Integration with funding data to track investment trends in emerging technologies. |
Funding trends and rounds are included as key data fields for investment monitoring. | |
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Acquisition Tracking Detection and analysis of acquisitions, mergers, and partnerships. |
M&A and partnership analysis is included with data feeds and dashboard widgets. | |
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Business Model Identification Classification and identification of new or shifting business models. |
Business model identifiers tag organizations according to innovation and business models. | |
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Market Entry Barriers Analysis Analysis of regulatory, technical, or financial barriers for new tech entrants. |
No information available | |
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Competitor Benchmarking Metrics Quantitative scoring and benchmarking against leading or emerging competitors. |
Benchmarking reports and visual scoring against competitors are available on the platform. | |
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Market Growth Rate Tracking Monitoring and forecasting of sectoral growth rates. |
No information available | |
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Sector Segmentation Ability to segment data and insights by market vertical or subsector. |
Users can segment insight and data by specific market verticals or sub-sectors. |
Search & Query Capabilities
(9 Yes /9 Known /10 Possible features)
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Advanced Keyword Search Support for Boolean, fuzzy, and semantic search within all data. |
Advanced Boolean/semantic search demonstrably supported in the platform. | |
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Faceted Filtering Filter results by entity type, geography, date, tech category, source, etc. |
Users can filter by date, entity, geography, technology, and more. | |
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Natural Language Query Ability to enter queries conversationally (in plain English). |
Natural language querying is a highlighted convenience feature in search. | |
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Saved Searches Save and rerun frequent search queries. |
Saved searches and recurring query runs are provided as standard features. | |
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Search Speed How quickly queries return results. |
No information available | |
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Autocomplete Suggestions Dynamic suggestions as users type queries. |
Search UI includes real-time autocomplete suggestions. | |
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Relevance Ranking Results ranked by relevance to user objectives. |
Search results are ranked and prioritized for relevance out-of-the-box. | |
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Bulk Export of Results Ability to export large result sets for offline analysis. |
Bulk export is supported for most tabular and search result data. | |
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In-document Search Fast search within individual documents or papers. |
Users can quickly search within the contents of individual documents. | |
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Alerting on New Query Matches Notify users when new data matches saved queries. |
Platform offers alerts on new data that matches user-defined queries. |
Reporting & Communication
(8 Yes /8 Known /10 Possible features)
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Automated Report Generation AI-assisted drafting of research briefs, executive summaries, or investment memos. |
AI-assisted report and research memo drafting is standard in the reporting workflow. | |
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Customizable Templates Pre-built and customizable report formats and slides. |
Customizable reporting templates and slides are available and supported. | |
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Scheduled Reporting Automated scheduling and distribution of periodic reports. |
Periodic reporting with automatic email and Slack delivery is featured. | |
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Interactive Reports Clickable, interactive reports with drill-down and links to live data. |
Interactive reports link to drill-down and live data. | |
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Email & Slack Integration Push reports and summaries to internal communications platforms. |
Export and push to Slack/Email available for reports and summaries. | |
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White-label Options Produce unbranded or firm-branded output for clients. |
White-label branding is offered for report outputs. | |
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Data Sharing Controls Define which team members or groups have access to specific reports. |
Data/report sharing controls per user/team are included in account management. | |
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Export File Types Supported formats for exporting reports (PDF, Excel, PowerPoint, etc.). |
No information available | |
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Insight Tagging Tag and organize findings by theme, priority, or stakeholder. |
Tagging and annotation by theme, topic, or priority described in documentation. | |
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Usage Analytics for Reports Track report views, downloads, and reader engagement. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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End-to-End Encryption Encrypt all data transmissions and at-rest storage. |
End-to-end encryption in transit and at rest is indicated for enterprise/regulated sector users. | |
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Single Sign-On (SSO) Allow enterprise authentication via major SSO providers. |
Single Sign-On with SAML/OAuth integrations offered for enterprise customers. | |
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User Access Controls Granular permissions for users, roles, and groups. |
Granular user, team, and group access controls are provided. | |
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Audit Logging Comprehensive logs of all user and system actions. |
Comprehensive logging and audit trails are available for system and user actions. | |
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Data Residency Options Choice of physical/cloud data storage jurisdiction. |
No information available | |
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GDPR/CCPA Compliance Adherence to leading privacy regulations. |
Company affirms compliance with GDPR and similar data protection regulations. | |
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Two-factor Authentication Require two factors/methods for login security. |
Multi-factor authentication is described in user/admin setup documentation. | |
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Data Anonymization Ability to anonymize or pseudonymize sensitive datasets. |
No information available | |
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Vulnerability Monitoring Continuous system scanning for security threats. |
No information available | |
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Penetration Testing Frequency Frequency of formal external penetration testing. |
No information available |
Integration & Extensibility
(6 Yes /6 Known /10 Possible features)
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REST API Availability Comprehensive REST APIs for ingest and export of data. |
REST API is a primary integration offering for data ingest/export. | |
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Webhooks Real-time push notifications of system events to external apps. |
Webhooks are available for system and data-change events. | |
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Zapier/IFTTT Integration Ready-made connections for no-code/low-code automation tools. |
No information available | |
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CRM Integration Connections to commonly used customer relationship management systems. |
No information available | |
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Data Import Tools Batch upload/import utilities for datasets. |
Users can batch-import data for analysis using import tools. | |
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Custom Data Connectors Build custom integrations to internal or niche sources. |
APIs and documentation enable custom connector development for niche/internal sources. | |
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Export to BI Tools Direct export to Tableau, Power BI, or similar analytics platforms. |
Direct export to BI tools (e.g., Tableau, PowerBI) is promoted for enterprise customers. | |
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Webhook Event Types Supported Number of distinct system events available via webhooks. |
No information available | |
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API Rate Limits Maximum number of API calls allowed per second. |
No information available | |
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SDK Availability Provision of software development kits (SDKs) for custom integration. |
SDKs available in Python, R, and other languages for custom integrations. |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
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Concurrent User Support Maximum number of simultaneous users supported. |
No information available | |
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Storage Capacity Maximum supported data storage volume. |
No information available | |
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Data Processing Throughput Amount of new data processed per unit time. |
No information available | |
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System Uptime Guarantee Percentage guarantee of system availability. |
No information available | |
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Latency for Analytics Queries Response time for returning analytic queries. |
No information available | |
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Horizontal Scaling Support System ability to increase resources as data/user volume grows. |
Marketing mentions support for horizontal scaling to accommodate large datasets and many users. | |
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Batch Processing Capabilities Support for bulk or batch analysis tasks. |
Bulk/batch data analysis tasks are described in support material for enterprise workflows. | |
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Auto-scaling Infrastructure Automatic scaling of compute and storage. |
No information available | |
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Response Time SLAs Service level agreement for response times. |
No information available | |
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Disaster Recovery Time Time required for full recovery after critical failure. |
No information available |
Support, Training & Community
(7 Yes /7 Known /10 Possible features)
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Onboarding & Training Programs Availability of structured onboarding and training for new users. |
Guided onboarding and training programs are available for new users and enterprise clients. | |
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Dedicated Account Support Assigned support representatives for enterprise users. |
Dedicated account managers and support reps are assigned to enterprise users. | |
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Knowledge Base Access Comprehensive documentation and tutorials. |
Extensive online documentation is available for all features. | |
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Community Forum Active user community for sharing best practices. |
A community forum for knowledge sharing among users is referenced by the vendor. | |
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User Feedback Mechanism Channels for submitting feedback, bugs, and suggestions. |
Feedback channels for bug reports and suggestions are highlighted. | |
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Service Response Time Average time to initial support response. |
No information available | |
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Regional Support Coverage Number of regions/countries with direct support presence. |
No information available | |
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Professional Services Availability Custom integration or consulting services offered. |
Professional services and consulting for custom integrations are listed as available. | |
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Webinar & Events Regularly scheduled training webinars or in-person events. |
Regular webinars and training events are advertised and available. | |
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SLAs for Support Resolution Formal agreement on issue resolution timelines. |
No information available |
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