Email Management
Asset Management
Markets
Collateral
Prime Brokerage
Private Equity
Operational
End-to-End Case Management
Open tasks updated in the workflow are tracked until completion, including responses, follow-ups, closures, and re-openings for various operational processes within the bank.
Workflow
Provides a real-time view of the status of all open emails that need to be acted upon by our AI tool.
Effective Queue Management
Our machine learning algorithm organises and assigns emails into tasks and sub-tasks for the relevant operations users and teams.
Integration
Enhance your support strategy by integrating with a range of applications and connecting with your mailbox using industry-standard protocols such as SMTP, POP3, SPOP3, and IMAP automatically.