Top fincrm GmbH Alternatives, Competitors & Similar Software

Financial Services Software

For independent agents to be relevant and competitive, connecting with and servicing clients digitally is key. A lot of agents struggle to provide the type of experience policyholders have come to expect. At Insurance Agent App, we understand the challenges facing independent agencies in adjusting to digital expectations to stay competitive. That’s why we’ve developed a state-of-the-art mobile app service platform for the independent insurance agent channel – one that builds relationships, facilitates self-service, and keeps agencies at the center of interactions. Insurance Agent App is more than just an app. It’s a mobile strategy for agents and brokers to engage clients where, when, and how they want to engage, as well as a platform to facilitate 24/7 self-service. Our mobile app service platform empowers policyholders by giving them on-demand access to their insurance in the palm of their hand, which reduces your service workload. More than that, Insurance Agent App helps insurance agents and brokers like you achieve greater agency growth by providing engagement tools that generate opportunities for upsell, cross-sell, and rounding. By partnering with Insurance Agent App, you get the technology and support necessary to deliver a great digital experience for increased productivity, competitive positioning, engagement, and retention. Take the first step toward transforming your agency into a digitally forward service agency. Visit our website to learn more.

Financial Services Software

At Transaction Link we help companies around the globe to build tailored business onboarding processes in minutes, all with no code, saving huge amounts of time and money. We work with some of the biggest payment providers in the world as well as new challengers in the fintech space. For some established players we were able to reduce their onboarding costs by as much as 70% and for scale ups - speed up their geographic and product expansion by months. Our solution enables our clients to automate their business onboarding processes - from creating complex workflows, to adding risk and decision logic, and integrating with over 150 best-in-class KYC/KYB services across more than 100 geographies. The platform automates back-end checks and front-end customer interactions for a complete end-to-end experience.

Financial Services Software

Muse Finance enables B2B businesses to provide working capital finance to their clients to keep them on-platform, increase engagement and increase the overall experience. We are a no-code and low-code option that allows you to brand the financing in your name and get up and running within a week. Muse Finance has a real-time dashboard so that you can manage client funding requests and track their progress. Our tech pack gives true credit insights and instant credit decisions. We are the only company that provides factoring finance with a direct link to Allianz trade credit insurance, allowing you and your customers to have peace of mind regarding the credit quality of their clients and the ability to get paid. Muse Finance offers two working capital finance products: buy now, pay later for businesses and invoice finance for UK limited companies. Contact us for more information.

Financial Services Software

The innovative Nucleus platform leverages AI to learn 'the art of the sale' and optimize seller performance. It provides timely and hyper-personalized information that moves sellers away from managing deals and lets them focus on closing them. By analyzing your solutions, Nucleus comprehends and interprets value...

Financial Services Software

AI copilot for solopreneurs

Financial Services Software

The iSEEit Opportunity Management Tool is the first native Salesforce app that lets you easily manage MEDDIC (and other sales methodologies)for all your opportunities and visualize your sales process on Salesforce. Lack of proper qualification is the #1 cause of slipped deals. iSEEit gives you a common language and a visual approach – so you know exactly what to focus on. No more "hopecasting". iSEEit’s visual forecast lets you see exactly what’s been accomplished and what’s missing, so you know where submitted deals actually stand.

Financial Services Software

AI -Driven Solutions for E-commerce | Grow Smart, Sell More

Financial Services Software

CallMaker Dialer - Revolutionerande mjukvara för säljstöd, bokningsstöd och dialers! När det gäller att boosta din försäljning, kan ett kraftfullt telemarketingsystem vara det som skiljer dig från dina konkurrenter. CallMaker är den ultimata lösningen för företag som vill maximera sin säljpotential utan att behöva betala dyra priser för komplexa system. CM Softwares team har satt sin kreativa och geniala hjärnceller att jobba och utvecklat en produkt som är flexibel, användarvänlig och kraftfull. Vårt fokus ligger på att erbjuda en skräddarsydd lösning för företag med mellan 5 och 200 sälj- och bokarplatser.

Financial Services Software

Your AI Partner for Direct Selling Growth

Financial Services Software

Watch short video about what Idiligo is: https://vimeo.com/511140425 With Idiligo, advisors & inside sales achieve better & predictable results by adding algorithm-based content to their online meetings. Using predefined online meeting scripts, the advisor and customer are automatically being led through a results-oriented online meeting step by step. The customer joins within a single click – no software download necessary. Predefining the structure and content of online meetings makes them predictable, saves valuable time and juniors can quickly act like seniors. Additionally, the company, vendor or sales manager stay in control of the sales and advisory processes of the employees. Idiligo’s online meetings are made of multiple meeting features, which are simply put into a structured order, depending on the individual business case. Choose from a large variety of features and design your own, perfect online meeting with your customer: * Present documents, videos & photos * Share your screen * Sign documents online * Fill in forms * Autogenerate documents * Upload & download documents * Autogenerate & send emails * Make choices * Create reports * Html & embed iframes By making use of Network Scripts, businesses and vendors can distribute sales or advisory scripts to an unlimited number of advisors or resellers outside of their own company.

Financial Services Software

Be there when customers need you most. Cobrowse is a leading provider of collaborative browsing solutions for customer-focused businesses across the world. Our solutions for web and mobile applications deliver excellent customer experiences when it matters most. How your sales and support functions perform at critical moments is key to establishing trust and long-term customer loyalty. That’s why we are dedicated to one thing: delivering the most powerful, flexible, and trustworthy co-browsing solution in the world. Better technology means better outcomes, for both customers and agents. Cobrowse.io provides full support for web browsing and mobile applications, integrates with a variety of CRM solutions “out of the box” and includes a wide range of value-add features, including compliant data masking, screen annotation and remote control. Cobrowse.io also comes with multiple session initiation options and is enterprise-ready, with flexible hosting options available: in the cloud, self-hosted or on-premises.

Financial Services Software

We are the leading AI company for home service businesses. We help contractors grow their business with AI-powered voice assistants that handle customer calls and book jobs - fully integrated with Service Titan and other tools. Broccoli’s mission is to democratize access to world-class resources for every contractor. Our goal is to give every contractor instant access to world-class customer service, sales, and marketing—helping them grow faster.

Financial Services Software

Agency MVP uses artificial intelligence and machine learning to help insurance agents sell the Most Valuable Prospects at the right time.

Financial Services Software

Taim is a virtual assistant that helps sales teams, clinics and other industries that handle appointments and meetings on a daily basis. We help automate your scheduling needs by sending confirmation and reminder workflows through WhatsApp.

Financial Services Software

Source, Engage & Convert customers, candidates or employees through automated AI conversations!

Financial Services Software

Marketing CoPilot ® builds marketing sales funnels that help companies find customers and keep customers. Our proven methodology improves demand generation, resulting in qualified leads for your sales team. Companies that implement our program have reduced their cost of lead acquisition, improved the quality of their leads, and increased revenue. We have worked with over 200 companies in the B2B technology and manufacturing sector. In today’s cluttered and confusing online environment, we can de-clutter your content strategy and get you on track to better sales results. Your website and web presence should be helping, not hurting your lead generation efforts.

Financial Services Software

SalesTarget.ai is an all-in-one platform for B2B sales teams. Find leads, launch AI powered cold email campaigns, and manage your pipeline from one place. The Campaign Copilot handles targeting, scheduling, and follow ups automatically.

Financial Services Software

We believe transforming auto retail starts with creating better experiences. At Oorjit, we’re dedicated to creating seamless, intuitive, and personalized experiences that empower customers to make informed decisions and engage with businesses effortlessly. Through the Oorjit Experience Suite, we are redefining how dealerships and manufacturers engage and interact with their customers both offline and online. Let’s shape the future of auto retail together, one meaningful experience at a time.

Financial Services Software

LeadPilot automatically discovers and contacts new potential clients. Connect your email and let the assistant reach the decision-makers you're looking for. LeadPilot takes care of your weekly contacts, follow-ups, and your long-term work to reach new leads.

Financial Services Software

Poseidon is the #1 AI social selling tool to grow your network, reuse outreach templates, write better messages, and track documents—all in one place.