Benjamin is the financial advisor industry’s premier cloud A.I. assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients.
User is using this platform to get in touch with their client for better financial advice. Based on instance like advisor, insurance, sales, or etc it will be rendering the dashboard and appear statistics.
Heart of our process is transparency and we take our customers through the process to ensure they become part of the journey in product development.
Read Morethis module will display client’s statistics that advisor has, based on the quarter and annual.
Client which may has prospect or household role. Here we can create dynamic smart set which has group of client to send out specific conversation like AUM, age, allocation and more.
We pull household and household members from all of your CRM sources into one platform. After that it will be a part of our system and we can perform any actions like scheduling, reminders and, send conversations.
It has bulk of documents which is generated by the system or uploaded by any members. We have applied document library as well to slots them.
This will fill PDF documents with information that we have, for rest of information client needs to fill out on Docusign CRM. After fill and signed by the client it will be send copy to both the parties as well as stored into the document library.
It’s used to communicate with the client. Conversation is about specific subject then, it will be automatically handled by created chatbot to send out one after another question and receive information from the user via text or email.
Based on the needs of the senior or a patient, the medical conditions, size of the house they are in, and more importantly their willingness to be in safe monitored area, there are multiple hardware sensors combinations that are added as packages which can be purchased from the website and the packages are also categorized in multiple ways to ensure the correct package is delivered to the user.
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My name is Daniel and I am the CEO of Flavorwiki. We used Techtic Solutions and specifically developer name Chintan for several months to scale up our product development. Team is very professional and they respect the work order given to them.
Techtic Solutions provides services fairly and at a great price. Both knowledgeable and communicative, the team strives for success and takes accountability for all their actions. Reports are timely and they manage the language barrier and some challenges in an effective manner.
Positive user feedback has noted the seamless, intuitive nature of the app. Techtic Solution Inc’s large pool of developers helps to effectively meet scope and business objectives. Matching the client’s agile approach, they’re accessible, communicative, and always willing to help.
The new site was completed successfully and has led to an improvement in the number of users reaching it as a result. The team managed the work effectively and maintained an excellent, personalized level of service throughout.
The team provides responsive service and functional websites with high quality code. They are always available to communicate or make quick fixes. Customers can expect a great partnership and excellent results.
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